We are a Boutique Private Wealth Management Firm

Brock Hill Private Advisors is a boutique financial planning practice that provides innovative, non-biased strategic advice to a diverse client base. We assist our clients in achieving their financial objectives by offering comprehensive integrated planning services pertaining to all areas of the financial landscape. Our dynamic advisory practice supports clients through all phases of the financial planning cycle through our capabilities in Wealth Accumulation, Asset Allocation, Tax Diversification, Capital Preservation, Retirement Distribution, Legacy Planning and Risk Management.

We manage our firm as an integrated whole. Our members have varying practice areas and demographic focuses that collaborate together to provide our clients with the full-service capabilities they require to formulate and execute a comprehensive and holistic financial plan. We measure our performance not by short term results but by the long term success of our clients.

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FEE-ONLY

& COMPETITIVE PRICING

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Brock Hill works with clients on a fee-only basis. This allows us to offer truly objective financial advice and align our goals with those of our clients - growing assets. Through our fee-only program, we are able to adjust your investment portfolio without requiring you to pay any commission. Most importantly, since annual fees are based on total assets under management, fee-only asset management ties our compensation directly to the performance of your account, thereby eliminating conflicts of interest. We also offer a subscription  based model as well.