Oak Hill Wealth Advisors
Oak Hill Wealth Advisors
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Eric Hiatt, CFP®
Fee-Only financial planner located in Lansdowne, VA, serving clients locally and across the country
Eric Hiatt is a Fee-Only financial advisor in Lansdowne, VA serving clients throughout the greater Washington D.C. and Northern Virginia, as well as across the country. Oak Hill Wealth Advisors provides comprehensive financial planning, wealth management, and investment management to help affluent individuals and their families organize, grow, and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Eric Hiatt is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice in the best interest of his clients.
Eric Hiatt prides himself in providing comprehensive financial planning and investment recommendations, based on each client’s individual needs and risk tolerance. He has been in the role of wealth advisor since 2016 and is passionate about working with people and learning what makes them unique.
Eric holds a Bachelor of Science in Business with a finance major through the Certified Financial Planning (CFP®) Certification Education Track from Virginia Tech. Earning the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation required Eric to complete lengthy education programs, pass rigorous exams and meet stringent requirements. Because of this accomplishment, Eric is able to provide thoughtful, timely and objective financial advice for each client and help them on their journey toward peace of mind that comes with having a robust and well thought out financial plan.
When not at the office, Eric enjoys spending time and going on adventures with his wife, Samantha; daughter, Summer; and their Toy Poodle, Coco. He loves being outdoors, playing sports and cheering for CNU basketball.
Experienced Professionals Working For You.
Our wealth managers are experienced, broadly resourced and relentlessly committed to working with you on your journey. We leverage our team’s varied and extensive knowledge to serve affluent individuals and their families, often spanning multiple generations. Clients know that we are seasoned fiduciaries looking out for them with comprehensive financial planning, wealth management, and investment management.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Eric Hiatt is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Contact Eric Hiatt
19415 Deerfield Avenue
Lansdowne, VA 20176