Broker Check

Mission

We focus on the client.

Individuals:

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your specific goals.

There are many challenges today. For families and individuals managing debt, saving for college and retirement can present significant hurdles.  It can be overwhelming. We are committed to helping you pursue your goals. We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth.  We focus our efforts on you, the client, and your satisfaction. We will get there together.

Corporate Retirement Plans:

In today's increasingly complex retirement plan arena, plan fiduciaries are required to accept greater responsibility than ever before. It is the responsibility of the company officers, directors and key employees, acting in the capacity of qualified plan fiduciaries, to select and monitor the investment advisors that provide services to your company's retirement plan.  Selecting an advisor for your plan is one of the most critical decisions you will make for your company, employees, officers and directors.

Adhering to a high standard of fiduciary care
We are passionate about helping you provide an effective plan to your employees. With more than 30 years specializing in corporate retirement plans, we are uniquely qualified to assist you across the full range of your plan needs. We bring a broad range of core competencies, across employee benefits and asset management disciplines, including:

3(21) Fiduciary Advisor and 3(38) Services through IFP 
B.J. Hill is among a limited number of advisors approved as a 3(21) fiduciary advisor and a 3(38) investment manager among the more than 13,000 LPL Financial independent advisors.  These fiduciary designations require that the advisor's interests must always be aligned with the interests of the plan and its participants.  Fiduciary 3(38) services are provided through Independent Financial Partners (IFP).  

Retirement Partners Group (RPG)
Benjamin Hill is a member of the Retirement Partners Group - Retirement Partners Group is a network of advisors associated with LPL Financial who focus primarily on advising retirement plans for small to large companies. Retirement Partners Group advisors are enabled to engage with these companies through an entire spectrum of offerings, including brokerage and ERISA non-discretionary and discretionary investment services. Retirement Partners Group advisors are among the 401(k) plan distribution leaders in terms of number of retirement plan advisors, plans, participants and assets under advisement. LPL Financial provides advisors with access to a robust set of integrated tools that allows them to efficiently prospect, engage, monitor and service retirement plans and, where appropriate, address investment fiduciary requirements.

To qualify for membership, an advisor must be registered with LPL Financial and meet the following criteria: advise at least 25 retirement plans and/or a minimum of $50 million in retirement plan assets, have worked in retirement plan field at least 10 years, maintain approved industry designations, and hold industry references.