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Hilltop Wealth & Tax Solutions Employee Directory

Financial ServicesIndiana, United States11-50 Employees

The firm provides independent, fiduciary-guided financial advice tailored to each client's needs. It acts as a personal CFO, coordinating investment management, tax strategies, retirement income planning, and legacy considerations through a holistic, strategy-first approach. It partners with Helios Quantitative Research to base investment decisions on research-driven insights.

Based in Mishawaka, Indiana, Hilltop Wealth & Tax Solutions operates five locations across Indiana, Michigan, and Florida, including Bremen and Chesterton in Indiana; Royal Oak in Michigan; and Fort Myers in Florida. The firm serves individuals and families seeking comprehensive wealth management and tax guidance, aiming to align all aspects of their financial life with long-term goals.

Find Hilltop Wealth & Tax Solutions employees' phone numbers or email addresses

Hilltop Wealth & Tax Solutions Global Highlights

Location
Employees

North America
40

Minus sign iconPlus sign icon
  • United States Of America
    40

Hilltop Wealth & Tax Solutions's Leadership

  • Stylized image of a person
    A. C.
    Ceo, President And Founding Partner
    Mobile Phone
  • Stylized image of a person
    E. V.
    Ceo, President And Founding Partner
    Mobile Phone
  • Stylized image of a person
    B. M.
    Wealth & Tax Strategist/Co-Owner
    Mobile Phone
  • Stylized image of a person
    T. K.
    Client Relationship Manager
    Mobile Phone
  • Stylized image of a person
    M. J.
    Front Office Coordinator
    Mobile Phone
  • Stylized image of a person
    M. W.
    Accountant Operations Specialist
    Mobile Phone
  • Stylized image of a person
    C. H.
    Partner & Private Wealth Advisor At Hilltop Wealth & Tax Solutions
    Mobile Phone

Hilltop Wealth & Tax Solutions Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Accounting
  • Business
  • Administrative
  • Other

Contact profiles from Hilltop Wealth & Tax Solutions

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    B. M.
    Wealth & Tax Strategist/Co-Owner
    Mobile Phone
    Oct 19, 2025
  • Stylized image of a person
    A. C.
    Ceo, President And Founding Partner
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    E. V.
    Ceo, President And Founding Partner
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    T. K.
    Client Relationship Manager
    Mobile Phone
    Jul 28, 2024
  • Stylized image of a person
    M. J.
    Front Office Coordinator
    Mobile Phone
    Mar 25, 2026
  • Stylized image of a person
    M. W.
    Accountant Operations Specialist
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    C. H.
    Partner & Private Wealth Advisor At Hilltop Wealth & Tax Solutions
    Mobile Phone
    Apr 30, 2026

Frequently Asked Questions

What is Hilltop Wealth & Tax Solutions known for?

Minus sign iconPlus sign iconHilltop Wealth & Tax Solutions was founded in 1989 operates in the Financial Services industry. Explore Hilltop Wealth & Tax Solutions's company overview page for more information.

What is Hilltop Wealth & Tax Solutions's most common email format?

Minus sign iconPlus sign iconHilltop Wealth & Tax Solutions employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Hilltop Wealth & Tax Solutions email formats with LeadIQ.

How many employees does Hilltop Wealth & Tax Solutions have currently?

Minus sign iconPlus sign iconHilltop Wealth & Tax Solutions has approximately 16 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Hilltop Wealth & Tax Solutions's key employees and leadership?

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As of July 2026, Hilltop Wealth & Tax Solutions's key employees include:

  • Ceo, President And Founding Partner: A. C.
  • Ceo, President And Founding Partner: E. V.
  • Wealth & Tax Strategist/Co-Owner: B. M.
  • Client Relationship Manager: T. K.
  • Front Office Coordinator: M. J.

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