Committed to our clients,
transparent by design
Meet Hill Island Financial
What makes us different from the rest?
Our approach to wealth management is different because we prioritize relationships over transactions. We believe that the key to long-term success is building trust and deep connections with our clients. By taking the time to understand their unique needs and challenges, we can provide customized advice and guidance that helps them achieve their goals.
Partner-owned, Seasoned experts. Small by Design.
With over 65 years of combined financial industry experience and an elite network of specialized tax, legal, insurance, banking, and trustee resources, we are built to serve families with $2M – $100M.
How can we help?
Here’s how it all started
Founded by two entrepreneurs with experience starting, buying, and selling multiple previous businesses, we were disappointed with the existing wealth management solutions. Simply put, we created Hill Island Financial to take care of you like we would want someone to take care of us. No jargon, objective advice, in-depth knowledge of your personal situation.
Hill Island Financial serves people who have done well and want to do better. Whether you’ve inherited it, saved it – or started and sold it – you got here. Now, what got you here may not get you there.
- Legally obligated to act in your best interests
- Deeply experienced talent that listens more than talks
- Evidence-based investing built on academic research
- Access to customized hedged equity for protective investing
100% partner-owned with Midwest roots and a coast-to-coast clientele, we focus our full attention on you – not shareholders.
Hill Island means family.
Partner & President
What is Hill Island?
Why name our firm Hill Island?
Hill Island, MI is an actual place you can visit. Nestled in the 36-island Les Cheneaux archipelago along 12 miles of Lake Huron hugging the southeastern tip of Michigan’s Upper Peninsula, the Nature Conservancy has designated it one of the Last Great Places in the Western Hemisphere due to its pristine water, air, and woodlands. Our co-founder, Josh Moeller, grew up launching small craft from his grandparents’ home on the island. Uniquely sheltered from the Great Lake’s winds – these hidden bays and channels have protected boaters for generations while offering unparalleled access to the largest freshwater system in the world. And for Josh? His dream was to eventually take over the family home and continue his grandparents’ legacy on the island for his own children.
Hill Island means finding smart ways to access big returns.
Hill Island means untouched transparency.
Hill Island means family.
Our mission is to help each client achieve his or her own version of the Hill Island dream.