At Hilltop, you have a partner with a vested interest in assisting your ascent.

Every tax accountant, investment advisor, and wealth manager at Hilltop is led by a core mission: to lead our clients toward their unique financial goals, stewarding their journey to the life they truly want to live.

Our commitment to our clients is defined by three core tenets:


Financial management is unlike any other service in that it requires an immense amount of discipline and trust. We understand that we’re working with your financial foundation, and we don’t take that lightly. That’s why we take a highly interactive holistic planning approach that incorporates your unique goals and situation at every level.

We also know that financial planning methodology isn’t always the easiest thing to understand. We make sure to focus on education at each touchpoint to make sure that you not only understand each aspect of your financial strategy but that you can be an active participant in making sure your needs and goals are met.

One of the greatest benefits of a disciplined tailored approach is that it allows us to be consistent and grounded in the strategic decision-making process. While financial changes, whether personal or in the broader market, can be shocking and unpredictable, Hilltop’s financial services are embedded in consistency and are geared towards accounting for even the most unpredictable scenarios so that your strategy can account for the otherwise unaccountable.


We believe that a wealth management process can’t be executed effectively without understanding you, your unique goals, and what drives you. That’s why establishing a trusting, open, and transparent relationship with each client is imperative. While we ascribe to a quantitative, detailed, data-driven approach, we understand that such a method has no impact without the foundation of a relationship and an understanding of how it can be tailored to you uniquely.

When you work with Hilltop, you can confidently expect transparent, human-first customer service. The increasingly digitized financial world is known for being cold and opaque. Hilltop is anything but. Our concierge-style service is rooted in the personal, professional, and functional value of genuine human connection. While the use of cutting-edge digital technologies pushes our practice past other wealth managers, it never comes at the cost of your personal experience.

Furthermore, you will always have direct access to your accountant, investment managers, attorneys, and wealth advisors to facilitate decision-making and incorporate your perspective at every level of the financial process.

Ultimately, our emphasis on relationships is to ensure we are always supporting your success, never operating outside of your best interest.


Hilltop houses some of the most accomplished financial professionals alongside some of the brightest young talents this nation has to offer. Every generation of people seeking financial services has different needs and requires different approaches. Our client-first approach requires us to fuse the best of seasoned knowledge and experience with a fresh, iterative take on proven success to make sure we are always improving, never too satisfied with our past successes.

With established industry leaders and experts at the forefront of our financial services, we deliver high-quality results because we hold fast to a commitment of lifelong education and constant self-development at every level of our practice. The financial world changes all the time, so each Hilltop professional is dedicated to putting egos aside to make sure we are always a step ahead.

With experts guiding the Hilltop practice, we can operate efficiently and effectively with a level of independence that allows you to receive truly unique and tailored financial services. Essentially, we’re able to offer investment solutions truly based on your needs, not just based on a general benchmark or broad profile.

Start the conversation

A Strategic approach to investing can help you maximize your retirement income while minimizing your taxes.

With no financial incentives, Hilltop helps clients develop a goal-driven plan to do just that.

Schedule a 30 minute call with Hilltop Today!

Website Disclosures

Hilltop Wealth Solutions (“Company”) is an SEC registered investment adviser located in Mishawaka, IN with branch office located in MI and other locations throughout IN.  The Company may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.  The Company’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links.  Accordingly, the publication of the Company’s web site on the Internet should not be construed by any consumer and/or prospective client as the Company’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.  Any subsequent, direct communication by the Company with a prospective client shall be conducted by a representative that is either registered or qualified for an exemption or exclusion from registration in the state where the prospective client resides.  For information pertaining to the registration status of the Company, please contact the SEC or the state securities regulators for those states in which the Company maintains a notice filing.  A copy of the Company’s current written disclosure statement discussing Company business operations, services, and fees is available by going online via the SEC’s Investment Advisers Public Disclosure (IAPD) database at www.adviserinfo.sec.gov, using SEC #801-115255.

The Company does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to the Company web site or incorporated herein and takes no responsibility, therefore.  All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by the Company, will be profitable or equal any historical performance level(s).

Certain portions of Company web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, the Company (and those of other investment and noninvestment professionals) positions and/or recommendations as of a specific prior date.  Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s).  Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from the Company, or from any other investment professional.

The Company is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.

Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if the Company is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of the Company by any of its clients.  Rankings published by magazines and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser.  Rankings are generally limited to participating advisers.

To the extent that any client or prospective client utilizes any economic calculator or similar interactive device contained within or linked to the Company web site, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from the Company, or from any other investment professional.

Each client and prospective client agrees, as a condition precedent to his/her/its access to the Company web site, to release and hold harmless the Company, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from the Company.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.