Great Hill Advisory

EST. AUM
$218,409,500

CONTACTS
1

CLIENT ACCOUNTS
391

Firm Details

Metro area New York City
CRD Number 283228
Website greathilladvisory.com
Client types

Overview

Great Hill Advisory was founded on several simple principals. Investments, Taxes and Estate Planning do not have to be complicated. While all aspects of a family's financial life are interconnected, the planning and associated recommendations do not have to be something only an expert can understand. The firm prides itself on educating its clients and their families on topics as simple as balancing a check book to advanced topics such as Family Limited Partnerships and Grantor Retained Annuity Trusts. Having a financial plan is more than a 50 page binder of charts and graphs. Great Hill Advisory believes that actions speak louder than words. Management and implementation are far more important and effective than a binder full of charts and graphs. The firm proactively provides its families with relevant financial reports and recommendations, then takes the lead in coordinating with the families trusted advisors to implement the recommendations. Some examples include: providing assistance with annual tax preparati

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Great Hill Advisory

Platform Details

Investment Preferences

Alternative Activity

Address

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