Independent. Financial. Fiduciary.
Your wealth, our passion,
your success
Meet Hill Island Financial
Financial planning that puts you first
We understand that trust is earned, not given, and that’s why we treat our clients like family. Our fee-only fiduciary approach ensures that our interests are aligned with yours, and we pledge to invest your personal assets consistently with how we invest our own. With a deep commitment to transparency and a focus on providing personalized attention.
Custom services that are built on a deep understanding of our clients' needs.
While investment returns are important, they’re just one piece of a much larger puzzle. Our experienced professionals provide custom investment management and fiduciary services to help ensure your investments are working as part of your overall financial plan to achieve your personal financial goals.
As a fiduciary, we're legally bound to prioritize your best interests, ensuring every investment decision aligns with your goals. We pledge to invest your money as we do our own.
Kevin Toler, CRPC®, APMA®
Partner & Private Wealth Advisor
Financial guidance with a goal of taking care of the generations to come.
Success is rarely achieved alone. We utilize our “Family Meeting Approach” to help identify key family goals and dynamics in order to build a more profound relationship with our clients.
98%
Client retention since 2010
We help clients leave a legacy for those that matter most to them.
Your legacy is deeply personal. We understand that planning for the future is about more than accumulating assets during your lifetime. It is also about leaving a financial legacy for the people and causes that matter most to you. That is why we offer custom estate planning solutions to help you identify and execute upon your specific legacy goals.
62:1
Client to advisor ratio
*Among the lowest advisor to client ratio in the industry.
Tax planning services that help clients hold onto more of what they earn.
If not properly planned for, taxes have the potential to quickly erode your investment gains. That’s why it’s important to keep taxes at the forefront of every investment and financial planning decision.
It’s not what you make, it’s what you keep.
Kevin Toler, CRPC®, APMA®
Partner & Private Wealth Advisor
Featured insights
Stewarding the Family Business – How to be Nimble for Future Generations
A short while back, you might have read the headlines about Yvon Chouinard, a reluctant billionaire and founder of Patagonia, giving away his 3 billion dollar company. Rather than sell it off or give it to his children, he transferred 98% of the company to a newly...
Understanding the Alternative Minimum Tax: Strategies for Wealthy Individuals
Navigating the complexities of the Alternative Minimum Tax (AMT) can be a significant challenge for high-income earners. Still, it's a key part of optimizing tax strategies. Originally designed to prevent wealthy taxpayers from avoiding their fair share of taxes, the...
A Political Fatigue Off Ramp
I still remember the day I decided to donate to a political candidate. After hearing a particularly inspiring speech I made a fairly decent donation to the campaign, in hopes that it would go to support the policies and issues that mattered most to me. I immediately...
Donor-Advised Funds Explained: Strategic Giving for Tax Savings and Impact
Our clients, George and Kate, are busy raising their three elementary-school-age children and renovating a home in California. George was on the ground floor of a tech start-up bought by a larger, publicly traded company. Nearly ten years later, he continues to work...
