Financial Advisors
Chapel Hill, NC
Hilltop Wealth Advisors is a fee-only fiduciary financial planning and investment management firm serving high-net-worth individuals and families in Chapel Hill. They provide integrated wealth management, comprehensive financial planning, investment management, and specialized services for executives including equity compensation analysis and 401(k) strategies. Their approach emphasizes personal relationships, alignment with client values, and coordination with other professionals like accountants and estate attorneys.
Ideal for: High-net-worth individuals and families ($1M+ in investable assets), Corporate executives with equity compensation, Business owners planning succession
Service area: Chapel Hill, NC and surrounding areas
Fee-Only Fiduciary Model: Required to place client interests above their own with no commission-based incentives, ensuring unbiased financial advice.
Executive Compensation Expertise: Specialized services for executives at major employers like Duke, Google, IBM, and SAS, including equity compensation analysis and stock strategy optimization.
Integrated Professional Network: Works directly with accountants and estate attorneys to coordinate comprehensive financial planning across all areas of wealth management.
Address: 6340 Quadrangle Dr #100, Chapel Hill, NC 27517
Phone: (919) 401-1500
Website: hilltopwealthadvisors.com
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