Park Hill Financial Planning & Investment Management, LLC

Overview

Park Hill Financial Planning & Investment Management, LLC is an independent, owner-operated RIA that serves individual and family clients. The firm combines comprehensive financial planning with discretionary portfolio management for individuals and small businesses, and it occasionally acts as a capital allocator by selecting other advisers to manage portions of client portfolios. Its fee model is mixed — percentage of AUM plus the option of hourly or fixed-fee arrangements — which supports both ongoing wealth management relationships and project-based planning engagements. The firm is not an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices