Addis & Hill, Inc.
- Financial Planning
- Retirement Planning
- Investment Management
- Wealth Management
Wayne, PA 19087
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Chip Addis is a Wayne, PA and Philadelphia area Fee-Only Financial Planner serving western Pennsylvania. Addis & Hill, Inc. specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Kent Addis is a NAPFA-Registered Financial Advisor.
Over 25 years financial services experience
16 years fee-only advisor
Penn State educated
Married 25 years - three children
A house that has been around a while might be in need of updating or in some cases require a complete overhaul. Just like a house, a financial plan needs to be updated or reconstructed from time to time to accommodate the stages and changes that occur in life. Sometimes the changes needed are easily seen and in some cases they are not quite as visible. A good architect can detect the issues and develop a plan to solve the problems and explore the possibilities just like a good wealth advisory team can help you make smart decisions with your money.
Who We Serve
Our clients tend to share some of these common characteristics:
- Desire financial planning focus, not just investment management
- Experiencing a transition of some sort in their life
- Interested in long-term advisory relationship.
- Willingness to delegate, but not blindly
- Investment asset size typically between $500,000 and $3,000,000, net worth up to $5,000,000
- Tend to be a leading edge baby boomer
We provide both financial planning and investment management for a bundled fee tied to the amount of money we manage for you, subject to a minimum. In addition, special project management fee arrangements are available in certain circumstances. At the conclusion of the free initial consultation we will provide you with a written fee estimate.