Partnering with Us

Advisors Consider Partnering With Us

We are a successful independent fiduciary firm, looking for advisors that want to help clients succeed and grow their business.

We are best positioned to support two types of advisors looking for a change:
  • Advisors that want to continue building their business and are looking for a place to get the marketing and, back office support needed to grow.
  • Advisors that want to move their business to a true independent fiduciary firm
  • Advisors in need of a succession partner; possibly thinking of retiring someday? We have a lot of experience working with advisors and successfully transferring them into their retirement.  Maybe you do not have a plan if you cannot run your day to day operations; this global pandemic may have you rethinking your succession plans.
  • If you are looking for a buyer, we are flexible with our terms and timeframe and the overall buyout package will be very competitive
  • We are an SEC registered firm, so you can work with clients from any states and we have a broker dealer relationship to accommodate those products.
  • Are you getting the support you need to grow your business? We have full support for advisors so that you can focus on your clients and growing your business
  • Our fees are aligned with our clients when their accounts go up our fee goes up, when their fee goes down our fee goes down, we are on the same side of the table as our clients
  • We stay up to date on our technology tools so that it gives us good data to give clients advise on retirement planning options, social security strategies, tax planning strategies and much more.
  • We invest heavily into our technology tools and continuing education training each year so that we have the most up to date tools and stay educated within our area of expertise.
  • Do you want to have the ability to manage trusts and be able to provide trustee services? At Hilltop we have full capability to manage trusts
  • Many firms promise leads and marketing support, but they do not deliver. We are different!
  • We have full marketing support, which includes receiving leads through our various marketing strategies, including workshops, on-line marketing, and various media strategies including a broadcast show focused on providing financial guidance. We have instituted a systematic stay in touch system for clients and prospects, which includes hosting various client-bring-a-guest events.
  • Back office support, including a client relationship manager to assist with all client related matters, along with the latest technology allowing the team to track client information and tasks.
  • You and your clients will have access to the latest technology that includes a client portal that is state of the art and easy for clients to use. The latest financial planning technology and research capabilities are also instituted.
  • We participate in many local nonprofit organizations, which include board member participation, volunteering through-out the year and financial support. We encourage and support volunteering in the communities in which we live and work.  We have developed a matching volunteer fund where Hilltop will match client contributions to charity.

If you are interested in a confidential conversation to find out more please reach out to Erik Brenner his mobile is 574-532-2869 or you can email him at

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, 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.