elizabeth foley - Financial Planning, Investment Strategies & Tax Services

Elizabeth Foley

CFP®, CRPC®

Private Wealth Advisor

Beth Foley has been a financial advisor for almost 30 years, and joined the Hilltop Wealth Solutions team in 2011. Given her tenure in the industry, many of her clients are multi-generational families. Based in Royal Oak, MI and registered in several states, Beth serves clients in the metro Detroit area.

Committed to providing holistic financial planning, with particular expertise in the financial needs of women, Beth’s work with clients includes retirement planning, portfolio management, IRA distributions, estate planning, and tax strategies. Her career inspiration came from an early recognition of the needs of women like her mother, who raised five children as a single parent, but had no idea how to manage her income or to access resources available to help her.

Beth earned a BA in economics and political science from the University of Michigan. A self-described “gym rat,” she loves working out, skiing and hiking, as well as reading and traveling the world. Beth is also actively involved with the Gleaners Community Food Bank.

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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.

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