A Financial Advisor & Fiduciary You Can Trust.

You have a partner and dedicated fiduciary when you work with a financial advisor from Oak Hill Wealth Advisors. Our experienced team collaborates with you for a holistic approach to managing, guarding and growing your investment portfolio. Our personalized approach focuses on learning about what you value most, helping you clarify your highest priority goals, and designing an investment plan to fit your unique needs – all because we care about your wealth and achieving your goals just as much as you do.

A Transparent Process For Investing.

Our process to get to know our prospective clients begins with something we call a ‘fit meeting’.  During this meeting we will look to further discuss your goals and give you the opportunity to meet one of our advisors and managing principal.  This meeting is helpful to us both to determine if we are a mutual fit and for us to share more about the services we provide to meet your needs.

We then perform a deep dive into your current strategies, and assess your potential paths forward, weighing the most efficient and effective ways to bring you closer to achieving your goals.

To conclude, we present you with a calculated and organized plan to help you grow, manage, and protect your wealth.

  • Clarity:

    Your Needs Now

    Confident investing starts with a clear understanding of your finances. We review your current accounts, investments, Social Security, pensions and more to create a concise, organized summary of your current financial state. We put our hands on each element to ensure we develop a smart strategy that aligns your assets and current financial needs to provide a steady income stream for the next few years. We do all this to create a structure that matches your planned lifestyle.

  • Structure:

    Your Needs In Years To Come

    You’ll feel poised to discuss next steps once you have gained financial clarity. Your future needs include all the assets your family will utilize in their lifetimes. As we design your portfolio and build the investment structure to meet your goals, we’ll look at future spending objectives, significant assets like property and review insurance plans for gaps in coverage that could leave you vulnerable. We’ll draft clearly defined objectives and portfolios that we’ll regularly monitor and share with you through frequent reporting.

  • Confidence:

    Your Needs Further Down The Road

    The future holds uncertainty, but financial clarity is empowering. As your fiduciary, we help you confidently plan toward continued success and help determine ways to improve the lives of others through charitable giving. During these estate planning sessions, we create structured plans to address your legacy and what to do with assets that are in excess of what your family needs to meet their own lifetime objectives.

Independent Thinking & Personalized Service.

We are committed to thinking outside of the box to provide service tailored to your unique needs. As your trusted advisors, we carefully analyze every aspect of your financial life and develop a comprehensive plan designed to help you achieve well-defined objectives. This also encompasses making tactical adjustments to our recommendations over time. You are invited to speak to us soon about the importance and wisdom of acquiring the comprehensive professional guidance you need, and deserve, to guide your financial goals toward reality.