Kent R. Addis
- Role
- Co-founder President of Addis Hill, Inc at Addis Hill
- Location
- Wayne, PA, US
- LinkedIn followers
- 500 followers
Experience
Co-founder President of Addis Hill, Inc
Feb 2000 — Present
We have a passion for helping people make smart decisions with their money. We provide unique services to a broad range of people. The following is a summary of some common characteristics our clients tend to share:Desire comprehensive financial planning focus, not just investment managementA life transition may be underway – retirement, death of a loved one, a liquidity event, or an inheritance are some of the more common ones.Interested in a long-term advisory relationship, not simply a one-time consultation.Willingness to delegate, although not blindly.Investment assets between and net worth up to five million.
Skills
- Investments
- Entrepreneurship
- Investment Advisory
- Asset Managment
- Small Business
- Retirement Planning
- Business Strategy
- Strategic Planning
- Portfolio Management
- Strategic Financial Planning
- Estate Planning
- Marketing Strategy
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