ABOUT US
We believe the strength of society comes from the strength of the families within it.
Rolling Hills Advisors is a boutique wealth management firm founded on the belief that wealth encompasses more than an individual’s net worth. It serves as the foundation for preserving and upholding your family’s values and community.
Successful individuals often balance the demands of their growing enterprises, community leadership, and the role of safeguarding their family’s ideals.
Our mission is to be our clients’ trusted fiduciary advisor, supporting them throughout their multigenerational journey by providing the financial and business guidance necessary to help cultivate and preserve their family legacy for future generations.
Rolling Hills Advisors’ commitment to these principles and our dedication to delivering outstanding service are the key factors behind our relationship with Mariner.
DISCOVERY
Through our consultative approach, we aim to identify and understand your family’s goals and financial needs. We will look to balance your short-term needs with your long-term aspirations.
Our Approach to Wealth Planning
At Rolling Hills Advisors, wealth management is a comprehensive and collaborative relationship.
Our consultative approach seeks to enhance the outcomes of our clients.
PLANNING & EDUCATION
After we better understand your objectives, we can create a customized financial plan that combines our analysis of your current position with your goals to help you understand and align where you are with where you want to be.
STRATEGIZE
We utilize our experienced and knowledgeable team to offer customized options and strategies that align with your financial plan. Our services include portfolio management, tax strategy, estate planning, insurance, retirement planning, and charitable giving.
IMPLEMENTATION
We deliver your customized solutions in close consultation with you. You are the decision maker. We engage our ideas with yours to facilitate the plan and strive for the best possible outcome.
COMMUNICATION
We believe that communication is the key to a plan’s success. Throughout your plan’s implementation, you should know where we are and where we are going.