Plan your best future

Photo of two climbers on a mountain.

Welcome

Everyone deserves to retire on their own terms. Our goal is to help you achieve it.

Carmichael Hill is a fee-only registered investment advisor with a 30-year history helping clients take the guesswork out of their finances. We’re locally owned and boast an advisory team comprised exclusively of CERTIFIED FINANCIAL PLANNER™ Practitioners. We have a long-term view and begin every engagement with the expectation that our relationship will endure for decades, sometime generations.

How We Can Help

Investment Planning

Hire a professional to manage your investment accounts.
 

Financial Planning

Learn what it takes to meet your goals and implement an actionable plan to get there.

Small Business Benefits Planning

Set up and administer a retirement plan for your business.

Our Story

We bring financial planning and investment advice to people in their 40s, 50s, and 60s. Most of our clients come to us navigating a major life change, such as preparing for retirement, beginning a new job, putting a child through college, or getting ready to relocate. Whatever the challenge, we believe you’re better prepared to handle it with help from a team of CFP® practitioners. In our experience, the sooner you plan the better your options.

We’ve been practicing our craft for more than three decades. While there have been lots of changes over that time, our principles remain the same. Transparency, open communication, and a commitment to do what’s right drive our decisions. They always will. It’s why our clients choose to stay with us for generations. We hope you will too.

Retirement Planning Checklist

Hundreds of families trust Carmichael Hill to plan their retirement. Download the retirement checklist and stay in the know.