Client Centered

One Tree Hill Investment Advisors provides financial services along 2 primary pillars of personal finance:


Financial Planning and Investment Management.



Together these two pillars provide the foundations of a strong ‘advice centered’ relationship that drives long term client success.

What Your Relationship Covers

Local, ongoing and comprehensive investment and planning advice, customized around your own unique financial needs.

  • Customized Financial and Retirement game plan
  • Customized Investment plan built around your particular needs, wants, risks and biases
  • Local readily available customer service and support
  • Regularly scheduled client/advisor checkups and reviews
  • 20 plus years industry experience
  • Access to thousands of well-known investment managers, index funds, and securities
  • Performance reports and benchmarking
  • Latest industry best practices and financial planning tools
  • Portfolio analysis and optimization
  • Retirement, estate and tax planning strategies
  • Inter-generational wealth transfer coaching

Being independent means we work for you and only you!  You will have access to industry wide resources, allowing free choice of investment options and customization.  We partner with you to develop, implement, and monitor a comprehensive financial plan, designed to help you pursue your own unique financial goals.

Other common names of products and services we provide through the 2 pillar relationship are:


  • Stocks
  • Bonds 
  • Mutual Funds
  • Exchange Traded Funds
  • Index Funds
  • Brokered CD's
  • UIT's


  • Life Insurance
  • Long Term Care Insurance
  • Disability Insurance
  • Medical Supplement Plans

Retirement Planning

  • IRA's
  • Roth IRA's
  • Conversion Roth IRA's
  • 401k
  • 401b
  • Deferred Comp Plans
  • SEP / Simple IRA's

College Funding Plans

  • 529 plans
  • Coverdell ESA