History of

Chapin Hill Advisors

Who is Chapin Hill Advisors, Inc? After spending 15 years working in both large and small brokerage firms and finally being acquired by a bank, I decided to launch my own firm. I wanted to provide a service that I would want if I were the client.

At Chapin Hill, we provide fee only financial planning services tailored to meet your needs. We address tenant of planning: Retirement, Education, Estate, Tax Planning, Risk Management, Cash Flow and Debt Management and Investments. Fees are determined by the complexity of the analysis. Our mission is to determine what types of risk you have inherent in your life and how can we work to mitigate risk.

Our plans are comprehensive and personal. Our planning process takes place through a series of meetings over the course of several months or perhaps an entire year. We provide you with a customized plan of action as well as a checklist and work with you to address each of your steps.

Chapin Hill Advisors, Inc. also provides investment advisory services which are fee based. We provide this service to the high net worth individual or business owner. We use the full range of investment products. We employ a core and satellite strategy to better facilitate the implementation of specific strategies.

We pride ourselves on the delivery of great service. Our delivery of service is customized to the clients needs and includes quarterly reviews as well as regular communication based on what you desire.

Securities offered through LPL Financial Services
Member FINRA / SIPC

The Opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and cannot be invested into directly. OSJ 9 East 47th Street; NYC, NY 10017

 

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