Erik Brenner - Financial Planning, Investment Strategies & Tax Services

Erik Brenner

CFP®, NSSA®

Founding Partner, CEO/President

Erik Brenner, a financial advisor since 1993, is the president and founder of Hilltop Wealth Solutions and Hilltop Tax Solutions. Having grown up in a family business, and now having had more than 27 years of experience as a financial advisor, he not only worked with hundreds of clients on planning for retirement and achieving their goals, but led the team at the organizations that are truly dedicated to each of our clients success.

Many of Erik’s clients are people who have already achieved a level of success, but want to improve their financial situation and create a legacy. He focuses on helping clients achieve a sense of wellbeing, knowing that they have a financial plan in place, and that their family is well taken care of. Erik has worked with hundreds of clients on planning for retirement and achieving their goals, as a plan becomes reality.

Erik attended Indiana University at South Bend and completed the requirements to be a CERTIFIED FINANCIAL PLANNER^TM professional. Erik and his wife Lana have four children. When not working, he enjoys golf, motorsports, and traveling (and if you know anything about Erik and Lana, especially to Napa and their Condo in Fort Myers, Florida.) Giving back is important. He currently serves on The Riverbend Cancer Board, The Beacon Health Foundation Board, and the Clay Church finance and endowment committees.

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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.

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.

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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.

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