Hilltop Wealth & Tax Solutions Employee Directory

Financial ServicesIndiana, United States11-50 Employees

At Hilltop Wealth & Tax Solutions, we serve as your personal CFO, providing independent, fiduciary-driven financial guidance tailored to your unique needs. Our mission is to help you build, protect, and optimize your wealth—so you can focus on what matters most.

From investment management and proactive tax strategies to retirement income and legacy planning, we take a holistic, strategy-first approach to managing your financial life. Our partnership with Helios Quantitative Research ensures every investment decision is backed by sophisticated, research-driven insights, helping individuals and families navigate an ever-changing financial landscape with confidence.

With five locations across Indiana, Michigan, and Florida—Mishawaka, Bremen, and Chesterton, IN; Royal Oak, MI; and Fort Myers, FL—we work to ensure every detail of your wealth aligns with your long-term financial goals.

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

Hilltop Wealth & Tax Solutions Global Highlights

Location
Employees

North America
37

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  • United States Of America
    37

Hilltop Wealth & Tax Solutions's Leadership

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    A. C.
    Ceo, President And Founding Partner
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    E. V.
    Ceo, President And Founding Partner
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    B. M.
    Wealth & Tax Strategist/Co-Owner
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    S. H.
    Principal, Owner, And Wealth Management Advisor
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    E. F. C.
    Partner And Private Wealth Advisor
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    E. F.
    Partner And Private Wealth Advisor
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    K. K.
    Director Marketing Communications
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    K. C.
    Client Relationship Manager
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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 Info
Location
Last Update
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    D. H.
    Wealth Management Advisor
    Phone icon
    United StatesFlorida
    Sep 08, 2025
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    J. M.
    Business Consultant
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    United StatesArkansas
    Mar 24, 2026
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    M. J.
    Front Office Coordinator
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    Apr 30, 2026
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    L. N. P.
    Bookkeeper
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    United StatesMichigan
    Apr 30, 2026
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    E. B.
    Administrative Office Specialist
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    United StatesFlorida
    Oct 26, 2025
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    M. W.
    Accountant Operations Specialist
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    Oct 22, 2024
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    C. H.
    Partner & Private Wealth Advisor At Hilltop Wealth & Tax Solutions
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    Apr 30, 2026
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    J. C.
    Phone icon
    UNITED STATES
    Mar 07, 2023

Frequently Asked Questions

What is Hilltop Wealth & Tax Solutions known for?

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Hilltop Wealth & Tax Solutions was founded in 1989 operates in the Financial Services industry. The company's main headquarters is located in 4100 Edison Lakes Parkway Suite 225 Mishawaka, Indiana 46545 United States. Explore Hilltop Wealth & Tax Solutions's company overview page for more information.

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

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Hilltop 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?

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Hilltop Wealth & Tax Solutions has approximately 16 employees as of April 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 April 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.
  • Principal, Owner, And Wealth Management Advisor: S. H.
  • Partner And Private Wealth Advisor: E. F. C.

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