Who is your ideal client?

We look for clients who are open to new ideas. We ask that our clients, whether novice or expert investors, are willing to share their circumstances, values, and priorities transparently, because the more you share, the more we can help.

Clients that are engaged with the plan, and have a long-term horizon in mind. Life changes often, and it’s important to us that your plan continually reflects shifts in your objectives, circumstances, and values.

We can ethically do what’s right, because all interests are aligned to do what’s right for the client. This philosophy is the gold standard of an advisory relationship built on trust. It means we are legally obligated to put your interests above all else, to make sure you are properly served. There’s no magic curtain to hide behind, and you’re getting our honest opinion.

We don’t charge for our initial meeting with clients (we call this a fit meeting). The purpose of this is to determine if your needs fit the services we provide.

This also serves as your opportunity to ask questions to learn more about your advisor and the firm.

Whether an early meeting or one years into an advisor-advisee relationship we always recommend having an idea of the state of your finances. This varies client by client, but this might look like:

  • Reviewing your cashflow
  • Does current emergency savings feel adequate?
  • Do we anticipate any noteworthy life events on the horizon?
  • Reviewing any long-term debts
    • Interest Rates, balances, monthly payments, payment schedule

Oak Hill Wealth Advisors provides financial planning services to bring clients greater clarity, structure, and confidence, in pursuit of their financial goals. Our investment philosophy reflects the Modern Portfolio Theory, which seeks to maximize risk-adjusted returns for each client based on their individual investment objectives and risk tolerances.

Milestone events (good or bad) are an excellent time period to speak with an advisor to make sure your plan accurately reflects any changes in your priorities and goals. We also encourage regular meetings with an Advisor a few times a year to ensure that your finances remain in good health.