Hilltop Wealth Advisors

Hilltop Wealth Advisors Live the life of your dreams. Make wise decisions with confidence. Better the world around you. Teamwork is important to us. We hope you’ll come join us.

OUR APPROACH:

At Hilltop Wealth Advisors, we want to empower you to pursue the life of your dreams, to make sound financial decisions with confidence, and to make a positive impact on the world around you. We believe this approach strengthens each of us, leads to new ideas, helps us to navigate in an ever-changing environment, and most importantly helps you work towards your goals. We continue to

develop our team and process to help put you at the top of the hill, so that you have a full view of where you are and the paths in front of you. AREAS OF FOCUS:

Retirement Income Strategies
Wealth Preservation Strategies
Tax Planning Strategies
Executive Compensation and Benefit Strategies
Estate Planning Strategies
Retirement Planning Strategies



Hilltop Wealth Advisors, LLC is a registered investment adviser. This platform is solely for informational purposes. Investing involves risk and possible loss of principal capital. Comments by viewers or third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and misinformation may be deleted. Adviser believes that the content provided by third parties and/or linked content is reasonably reliable and does not contain untrue statements of material fact, or misleading information. This content may be dated. Please visit the following page for further disclosure: https://www.hilltopwealthadvisors.com/disclosures.

Today we're celebrating 15 years with David Wise, CFP®! We're so grateful for all the incredible work he has done over t...
09/09/2026

Today we're celebrating 15 years with David Wise, CFP®! We're so grateful for all the incredible work he has done over the years, and in particular his contributions to shaping the incredible culture that keeps the talented people we are honored to work with engaged, inspired, and always striving to make a difference.

"15 years. It’s hard to believe it’s been that long since I started this journey with Hilltop. When I think back over those years, what stands out most isn’t the markets, the plans, or even how much our firm has grown. It’s the people.

I’ve had the privilege of walking alongside clients through some of life’s biggest moments—retirements, career changes, marriages, births, losses, inheritances, business transitions, and countless decisions in between.

A few things I’ve learned along the way:

• Relationships matter more than transactions.
• Money is a tool, but the real goal is helping people build a life that reflects what matters most to them.
• Trust is earned slowly, through consistency and showing up when it matters.
• The best work is rarely done alone. I’m incredibly grateful for the teammates, mentors, clients, and families who have shaped me along the way.
• Growth often comes from being willing to stay humble, keep learning, and embrace challenges that once seemed impossible.
I’m especially thankful that after 15 years, I still love what I get to do.

There have been plenty of changes along the way, but the heart of the work remains the same: care deeply for people, give good counsel, and try to leave people better than you found them.

Grateful for the last 15 years—and excited for what’s ahead." - David

Look how much has changed in TWENTY FIVE YEARS, Ben Yeager! From interning with our founder, Don Rutledge, to becoming o...
09/04/2026

Look how much has changed in TWENTY FIVE YEARS, Ben Yeager! From interning with our founder, Don Rutledge, to becoming our CEO—what an incredible journey. Happy 25th Anniversary.

Your roots run deep here, and your leadership has touched the lives of so many on our team and our clients. Thank you for challenging the status quo, encouraging us to take our work to its fullest expression, and inspiring us to stretch into the extraordinary.

“The last 25 years feel like both a blink and a lifetime. I'm grateful for every one of those years at Hilltop and even more excited about the next.” - Ben

🎉 Happy Birthday, David Wise! 🎉 At Hilltop, we believe wealth goes beyond money. We think about wealth across five areas...
09/02/2026

🎉 Happy Birthday, David Wise! 🎉

At Hilltop, we believe wealth goes beyond money. We think about wealth across five areas of life: Time, Social, Mental, Physical, and Financial. Each member of our team has their own perspective on these pillars and what they look like in their life.

For his birthday, Dave is sharing what 🕰️ Time Wealth looks like in his own life:

“The Greeks had two different words for time. Chronos is measured time—the minutes, days, years, and seasons that keep moving forward. Kairos is different. It’s the meaningful moment—the right season, the opportunity in front of you that won’t always be there.

As a dad, I feel both of those right now.

In The 5 Types of Wealth, Sahil Bloom talks about the “magic years”—roughly the first decade of our kids’ lives when we occupy such a unique place in their world. I’m right in the middle of those years, and if I’m honest, I’m trying to hold on to them.

That’s what this picture snowboarding with my daughter, Shiloh, represents to me.

I know the chronos won’t stop. She’ll keep getting older. Her world will keep getting bigger. There will come a day when Dad isn’t the person she’s most excited to spend a day on the mountain with.

So I’m trying to pay more attention to the kairos—the moments I actually have right now.

For me, Time Wealth isn’t about cramming more productivity into the calendar. It’s about having enough control over my time to be present for the people and moments I know I’ll someday wish I could have back.

I’m still ambitious. I still love building, growing, and working toward big things.

I’m just increasingly aware that some opportunities won't come around again.

These years with my kids don’t.

So, for now, I’m trying to hold on.”

Happy Birthday, Dave! Thank you for inspiring us to continue to pursue wealth beyond money.

How can 16 years blow by that fast?! Happy 16th Anniversary, Chris Hostetler. You have officially been our colleague and...
09/02/2026

How can 16 years blow by that fast?! Happy 16th Anniversary, Chris Hostetler. You have officially been our colleague and friend for as long as a 16-year-old Gen Z teen has been alive. 😂 For more than a decade and a half, you've brought a passion to support our whole team, your incredible imagination, and your wisdom to the Hilltop office every day. Thank you for everything you do and cheers to many more years of having you on our team!

08/17/2026

📈 Q3 Market Update is here!

The markets have continued to perform well this year — but with elevated valuations, shifting economic conditions, and plenty of uncertainty in the headlines, what should investors be paying attention to now?

In our latest Economic & Market Update, Chris Hostetler, CFP® and Elizabeth Stancil, CFP® take a closer look at the current market environment, including:

• The resilience of the U.S. economy and consumer
• The evolving impact of artificial intelligence
• Opportunities beyond the U.S.
• What investors should keep in mind heading into the midterm elections
• And, most importantly, the investment principles we're not changing

The market may change. Headlines will change. Our long-term approach doesn't.

🎥 Watch the Q3 2026 Market Update: https://www.youtube.com/watch?v=B_Z3uPuE22Y&t

The conference may be over, but the conversations continue. That’s a wrap on  . 📸Hilltop Wealth Advisors brought togethe...
08/12/2026

The conference may be over, but the conversations continue. That’s a wrap on . 📸

Hilltop Wealth Advisors brought together a diverse group of financial advisors—from independent RIAs to broker-dealer teams—for two days of candid conversation, collaboration, and connection.

From sharing what’s working in our firms and exploring new pathways for growth to discussing technology, team structure, recruiting, succession planning, and the evolving role of AI, was designed around one simple idea: we all have something to learn from one another.

We’re incredibly grateful to everyone who brought their experience, perspective, and willingness to share to the room. It’s that openness and spirit of collaboration that makes more than a hashtag—it’s how we believe our industry moves forward.

While Synergy is an invite-only conference, our commitment to supporting the advisor community extends well beyond these two days. Our door is always open to fresh perspectives, meaningful conversations, and opportunities to collaborate throughout the year.

Follow Hilltop, subscribe to our emails, or reach out to our team to stay connected.

Here’s to the conversations ahead—and Synergy 2027. 🤝

https://www.hilltopwealthadvisors.com/newsletter-sign-up

Thanks to everyone who contributed to Hilltop's Summer Donation Drive in support of Food Bank of Central & Eastern North...
08/07/2026

Thanks to everyone who contributed to Hilltop's Summer Donation Drive in support of Food Bank of Central & Eastern North Carolina. Together, through monetary gifts and pantry donations, we've provided more than 3,600 meals to families across in the fight to !

A business sale. A remarriage. A new grandchild. The death of a named executor. Major life events can affect how an   fu...
07/27/2026

A business sale. A remarriage. A new grandchild. The death of a named executor.

Major life events can affect how an functions and whether it continues to reflect your wishes and circumstances.

If your estate plan hasn't been reviewed in several years—or if something significant has changed since it was created—it may be worth taking another look.

We created a practical guide that explores five common estate planning gaps, along with considerations that may help you prepare for a conversation with your estate planning, tax, and financial professionals.

Download the Estate Plan Audit here → https://www.hilltopwealthadvisors.com/estate-plan-audit

Review five common planning gaps found in completed estate plans and learn practical steps to help keep your plan current and well coordinated.

07/03/2026

HAPPY 4th OF JULY WEEKEND! Here's a POP QUIZ! How well do you know our ? We're out of office today enjoying a bit of what financial freedom has to offer and wishing you the same this Independence Day! Can you guess which advisor is most likely enjoying each of these holiday activities? Drop your guesses in the comments below!

Today, we’re celebrating ELEVEN years at Hilltop with Brittany Brinckerhoff, CFP®, CSLP®. Brittany started as an intern ...
06/22/2026

Today, we’re celebrating ELEVEN years at Hilltop with Brittany Brinckerhoff, CFP®, CSLP®. Brittany started as an intern and is now a partner.

“It's crazy to think that it's already been 11 years since I started working full time at Hilltop, but I have grown SO much since those early days. It has been amazing to learn from and collaborate with the other advisors on our team, because we really have an excellent group of people who are passionate about what we do. And now I get to support the next generation of Hilltop advisors just like I was!”

Thanks for everything you contribute here at Hilltop, Brittany!

Address

6340 Quadrangle Drive, Ste 100
Chapel Hill, NC
27517

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Alerts

Be the first to know and let us send you an email when Hilltop Wealth Advisors posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Hilltop Wealth Advisors:

Shortcuts

Share