WESTHILL FINANCIAL ADVISORS, INC.

Overview

Westhill Financial Advisors, Inc. is an independent registered investment adviser focused on fee-based wealth management for individuals, families and smaller institutions. The firm combines financial planning, portfolio management and occasional pension consulting with educational seminars and workshops aimed at client education and engagement. Fee arrangements include percentage-of-AUM billing supplemented by hourly and fixed-fee engagements, which supports a mix of comprehensive ongoing advisory relationships and project-based planning work. Investment activity shows a clear tilt toward public funds and mutual funds as the core of client portfolios, alongside broad ETF exposure. The firm does not position itself as an ESG investor and operates on a single-state basis. Portfolio construction appears to favor diversified, low-cost public vehicles for core equity and fixed-income exposure while selectively allocating to external alternative managers where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices