Seven Hills Financial

Fee-Based | Familiar | Fiduciary

Frequently Asked Questions

What is a fiduciary?

A fiduciary is a person who acts on behalf of another person to manage assets. It is a person or organization that owes the duties of good faith and trust to their client with the highest legal duty of one party to another, it also involves being bound ethically to act in the other's best interests.

What is a financial plan?

A financial plan is a comprehensive evaluation of a person's current and future financial state by using currently known variables to plan for the future.

Why consider a registered investment advisor?

A registered investment advisor manages the assets of individuals and institutional investors who are registered with the SEC and the state within which they operate.

Why choose fee-based?

Fee-based provides transparency by showing how and what the advisor is being compensated for.

Why are designations important?

A Financial Advisor with designations has shown that they are willing to go the extra step to provide the best service to their clients.

What can I expect as a client?

At Seven Hills, we are fiduciaries. Clients are our number one concern. We provide you with personalized and focused service that aligns with your individual needs.

A Message From Us

We strive to provide the optimal experience in financial planning through a client-centered process: The intersection between collaborative planning, risk sensitivity, and lifestyle goals come together to create an inclusive strategy to meet your needs now and in the future.

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