Chip Addis

Addis Hill, Inc.

Financial Advisor

Chip Addis

Addis Hill, Inc.

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Chip Addis

Fee-Only Wealth Adviser located in Wayne, PA and serving the greater Philadelphia, PA area

Chip Addis is a Wayne, PA fee-only financial planner. Addis Hill, Inc. provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Chip Addis is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Over 25 years financial services experience
18 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.  

Chip Addis is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

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.

 

 

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Chip Addis is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

Contact Chip Addis

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Office Locations:

  • 200 W. Lancaster Avenue
    Suite 203
    Wayne, PA 19087

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