Hilltop Wealth 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 Solutions employees' phone numbers or email addresses

Hilltop Wealth Solutions Global Highlights

Location
Employees

North America
37

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  • United States Of America
    37

Hilltop Wealth Solutions's Leadership

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    A. C.
    Ceo, President And Founding Partner
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  • Stylized image of a person
    E. V.
    Ceo, President And Founding Partner
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  • Stylized image of a person
    B. M.
    Wealth & Tax Strategist/Co-Owner
    Phone icon
  • Stylized image of a person
    S. H.
    Principal, Owner, And Wealth Management Advisor
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  • Stylized image of a person
    J. P.
    Company Owner
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  • Stylized image of a person
    E. F. C.
    Partner And Private Wealth Advisor
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  • Stylized image of a person
    E. F.
    Partner And Private Wealth Advisor
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  • Stylized image of a person
    K. K.
    Director Marketing Communications
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Hilltop Wealth Solutions Employee Metrics

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

Contact profiles from Hilltop Wealth Solutions

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    B. M.
    Wealth & Tax Strategist/Co-Owner
    Phone icon
    Oct 19, 2025
  • Stylized image of a person
    S. H.
    Principal, Owner, And Wealth Management Advisor
    Phone icon
    United StatesFlorida
    Oct 24, 2025
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    J. P.
    Company Owner
    Phone icon
    United StatesTexas
    Jan 29, 2026
  • Stylized image of a person
    E. F. C.
    Partner And Private Wealth Advisor
    Phone icon
    United StatesMichigan
    Feb 12, 2026
  • Stylized image of a person
    A. C.
    Ceo, President And Founding Partner
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    E. F.
    Partner And Private Wealth Advisor
    Phone icon
    UNITED STATES
    Mar 07, 2023
  • Stylized image of a person
    E. V.
    Ceo, President And Founding Partner
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    K. K.
    Director Marketing Communications
    Phone icon
    UNITED STATES
    Mar 07, 2023
  • Stylized image of a person
    K. C.
    Client Relationship Manager
    Phone icon
    United StatesFlorida
    Feb 12, 2026
  • Stylized image of a person
    T. K.
    Client Relationship Manager
    Phone icon
    Jul 28, 2024

Frequently Asked Questions

What is Hilltop Wealth Solutions known for?

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Hilltop Wealth 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 Solutions's company overview page for more information.

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

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

How many employees does Hilltop Wealth Solutions have currently?

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Hilltop Wealth Solutions has approximately 14 employees as of February 2026. These team members are located across 1 continents, including North America.

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

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As of February 2026, Hilltop Wealth 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.
  • Company Owner: J. P.

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