At Hill Investment Group, we’ve always believed that financial success is more than just numbers on a spreadsheet—it’s about creating a life of order, focus, and peace of mind. Years ago, we commissioned a graphic that powerfully encapsulates this transformation. On the left, you see a person overwhelmed by chaotic systems, piles of disorganized papers, and a lack of clear direction—a visual metaphor for the financial stress that many people endure every day. On the right, that same person is calm, collected, and confident, having achieved clarity, order, and control over their financial life. Peace of mind. At last.

This transformation is at the heart of what we do every day for our clients. We help them move from financial chaos to financial freedom by focusing on what we call the 4 C’s, the cornerstones of our advice:

1. Competence: Our expertise in evidence-based investing, financial planning, holistic asset allocation, investment selection and monitoring, and risk management ensures that every decision is informed and every strategy is sound.
2. Coaching: We guide our clients to set realistic expectations, manage emotions and biases, and stick to their long-term goals, providing objective feedback and a trusted second opinion.
3. Convenience: We save our clients time with personalized service, coordinated efforts with trusted professionals, and secure technology that integrates every aspect of their financial life.
4. Continuity: Our approach is designed to support clients through life’s transitions, ensuring that their plans are adaptable and their legacy is preserved across generations.

At Hill Investment Group, we believe in helping you take the long view—transforming the complexities of your financial life into something simple, clear, and manageable. We strive to replace stress with confidence, uncertainty with clarity, and disorder with harmony.

This before-and-after image isn’t just a reflection of what we do—it’s a reminder of the peace of mind that comes with working with a firm that’s committed to your financial well-being, both now and in the future.

The Power of Personal Service

At Hill Investment Group, exceptional service is more than just a hallmark of our brand— it is the foundation upon which we have built our firm. While “service” can often be ambiguous, we have made it our mission to define, hire for, and reward this essential aspect of our business. Like all organizations, we are not perfect. Still, we strive to be intentional in building on our core service values: fast (be available), friendly (be warm and upbeat), and ownership (take responsibility).

Fast: Be Available

In today’s fast-paced world, being available and responsive is crucial. One small example: when you call our offices during regular business hours, a human being will answer the phone in two rings or less. Our entire team is committed to being accessible and ensuring that we provide timely and practical support when you need us. This level of availability is not just about promptly answering calls or emails; it’s about anticipating and proactively addressing your needs.

Friendly: Be Warm and Upbeat

A friendly demeanor goes a long way in building trust and long-lasting relationships. At Hill Investment Group, we hire individuals who naturally exude warmth and positivity. A welcoming attitude can make all the difference, especially during moments of uncertainty or stress. We aim to create an environment where you feel comfortable and valued, knowing we genuinely care about your financial well-being. For example, if you could see how our team reacts to the milestones and occasional setbacks that impact clients’ lives, you would see folks who care as if they have your same last name.

Ownership: Take Responsibility

Taking ownership means more than just completing tasks— it’s about seeing them through to successful outcomes. Our team members are encouraged to take personal responsibility for the projects and client interactions they handle. This sense of ownership ensures that we are all committed to delivering the best possible service from start to finish. We take pride in our work and are dedicated to achieving the highest standards for our clients. For example, you should never hear a Hill person say, “I’m not sure; that’s not my department; I’ll have to transfer you.”

A Foundation in Service Training

Early in my career, I had the opportunity to train service team members, which profoundly influenced my understanding of exceptional service. This experience has been meaningful in shaping our approach at Hill Investment Group. A significant part of our service philosophy is informed by Danny Meyer and his concept of enlightened hospitality, which emphasizes the difference between service (the delivery of the thing) and hospitality (how you feel). You can learn more about this philosophy and our conversation in my podcast episode with Danny Meyer.

Learning from Others

While we strive for excellence, we also recognize that there is always room for improvement. Recent discussions around service standards at some of the largest firms in our industry have provided valuable lessons. For example, Vanguard, known for its die-hard customer base, has faced significant challenges with service quality, as highlighted in this Wall Street Journal. Additionally, the classic piece on Goldman Sachs’ focus on sales over service is a cautionary tale about prioritizing client needs above all else. You can read more about it in this New York Times article.

Our Commitment

We are dedicated to continually refining our service standards at Hill Investment Group. We value your feedback and are always looking for ways to enhance your experience with us. By focusing on being fast, friendly, and taking ownership, we aim to provide you with the exceptional service you deserve, and that differentiates us from others. 

To our clients and friends of HIG, thank you for entrusting us with your financial journey.

Take the long view,

Matt

“Since the beginning I have always felt a strong sense of relationship with everyone I’ve met and worked with at Hill, “they’re family, they’ve got my back” is the way I describe it to people.”

A recent favorite quote from a client who was kind enough to share an experience with us that wasn’t up to our normal standard. His statement is what we strive for and is a crucial aspect of our culture. Sharing his experience when it wasn’t up to par is the kind of generous relationship we are grateful for at HIG.

Dear Friends and Clients, 

I know it’s obnoxious to put a big ad of yourself in the introductory comments, but I’m hoping it captured your attention. I’m sharing it because it’s a new print advertisement in which I am featured, along with a sentiment that speaks to the core of our firm. This month, we celebrated our 19th birthday as an organization, a milestone that has been possible because of your unwavering support and trust. It’s a journey that got me thinking about our shared growth and success.

When we contemplated starting Hill Investment Group 20 years ago, our primary question was: What would it be like if we went back to the basics and focused on fewer clients and deeper relationships? Tom Cruise asked the same question in his Academy-nominated performance as Jerry McGuire (here is Jerry’s Mission Statement).

I’m unsure how Jerry’s next twenty years worked out, but the answer has been a steady path of progress and prosperity for us. We’ve built lasting relationships and guided our clients through various market cycles by prioritizing personalized service and evidence-based investing. This is what started us and is who we are today. Your trust and support in taking the long view have been integral to our success.

Here’s to many more years of focusing on what matters most!

Matt