Kevin Toler, CRPC®, APMA®

As lead private wealth manager of Hill Island Financial, Kevin works directly with each and every client of the firm. With two decades of financial advisory experience, he helps ensure all aspects of clients’ financial lives are working together to achieve their long-term goals.

Kevin has a bachelor’s degree in political science from DePauw University in Greencastle, Indiana. He holds the Chartered Retirement Planning Counselor℠ and the Accredited Portfolio Management Advisor℠ designations. He has also been honored with the following recognitions:

• Nationally ranked as one of the Best & Brightest Companies to Work For, Hill Island Financial, 2022-2023

• Ameriprise Circle of Success Diamond Ring, 2020

• Forbes Best-in-State Wealth Advisors, 2021

• Nationally ranked as one of the Best & Brightest Companies to Work For, Kevin Toler & Associates, 2020-2021

Kevin is a member of the Grand Rapids Economics Club and the Investment Management Consultants Association. He is also an active supporter of the following organizations:

• Gilda’s Club Grand Rapids, YWCA

• Dégagé Ministries

• Kid’s Food Basket

• Spectrum Health Hospice

• East Congregational Church Endowment Fund

CRPC® – CHARTERED RETIREMENT PLANNING COUNSELOR℠

Chartered Retirement Planning Counselor℠, or CRPC® is a professional designation awarded by the College for Financial Planning to candidates who successfully complete its study program and pass a final examination.

APMA® – ACCREDITED PORTFOLIO MANAGEMENT ADVISOR℠

The Accredited Portfolio Management Advisor℠, or APMA® program, is a designation program for financial professionals. The program educates advisors on the finer points of portfolio creation, augmentation, and maintenance. Students gain hands-on practice in analyzing investment policy statements, building portfolios, and making asset allocation decisions.