Featured entries from our Journal

Details Are Part of Our Difference

Embracing the Evidence at Anheuser-Busch – Mid 1980s

529 Best Practices

David Booth on How to Choose an Advisor

The One Minute Audio Clip You Need to Hear

Tag: Charles Schwab

Highlighting the Value of Independent Advice: Our NYT Feature in a Charles Schwab Campaign

I’m excited to share some recent news: Besides the television ads we’ve mentioned, I’ve had the privilege of being featured in a recent New York Times advertising campaign by Charles Schwab, celebrating the work of independent financial advisors. The campaign highlights the unique value we bring to our clients by considering their entire lives when managing their financial futures.

When people see the ad, they often ask, “How did you get selected for this?” It’s a good question, and the answer is simple: Schwab invited me to participate. We’re not paid to be in this ad, and we don’t pay anything to be featured. We chose to be involved because we believe wholeheartedly in the power of independent advice.

My quote in the ad says, “Your dreams deserve more personal attention,” and that’s not just a tagline—it’s core to the philosophy that drives us at Hill Investment Group. Unlike the traditional brokerage firms or wirehouses that are often more focused on sales targets, independent advisors are free to prioritize what truly matters: you and your goals. We’re not just managing portfolios; we’re connecting your investments to your big picture, your dreams, and your life.

We’re honored to be part of this campaign because it gives us an opportunity to share the story of independent advice with a broader audience. It’s a story about how personalized, unbiased guidance can make a real difference in people’s lives and how being independent allows us to align our interests with those of our clients.

Being featured in the campaign is not just about recognition; it’s about raising awareness of the benefits of working with independent advisors. It’s about championing a model that puts clients first, free from the conflicts of interest that can come with sales-driven environments. At Hill Investment Group, we’re proud to be part of this community and to show what’s possible when your dreams truly receive the personal attention they deserve.

If you have any questions about what it means to be an independent advisor or how we connect your portfolio to your life, don’t hesitate to reach out. We’re here to help you dream bigger, plan smarter, and live fully.

Matt Hall on Your Television

Congratulations to our own Matt Hall,  who is featured in Schwab’s new national ad campaign!

As mentioned in a post back in July, Matt was selected to participate in a series of ads highlighting the advantages independent advisors bring to our clients. Here is the first in a series airing over the next few weeks and months.

In the 30-second spot, Matt and the other advisors zero in on a few of the crucial promises independent advisors make when we work with our clients. Schwab is essential in our ecosystem for safeguarding our clients’ securities and is the leading custodian working with independent advisory firms.

The independent model is superior to the other options available to investors because of its fiduciary standard for clients. We work for you, and only you, and avoid the conflicts that exist with big banks and brokerage firms.

Thanks, Matt, for representing Hill and the broader advisor community genuinely looking to serve others now and in the longer view!

Independent Difference Campaign

I’m proud to be a part of the independent advisor community. In the most simplistic definition, independence means that our firm does not fall under a major brokerage firm, bank or trust company. We operate independently and work for you, not a corporation. This is a hugely important distinction because our model allows us to operate objectively.

I was recently invited to be a part of a national ad campaign supporting independent advisors around the country, and I was taped saying lines like:

I am a fiduciary, not just some of the time, but all of the time.

As a fiduciary, I promise to put your interest first. Always.

As a fiduciary, I promise to always act in the best interests of you and your family.

We believe these statements at our core and think every investor deserves to be served by someone who works solely for them, as their fiduciary. Reciting these lines came naturally and we’re honored to help support the broader community of advisors.

Stay tuned for more information on the campaign, who it’s associated with, and when it will air!

 

Featured entries from our Journal

Details Are Part of Our Difference

Embracing the Evidence at Anheuser-Busch – Mid 1980s

529 Best Practices

David Booth on How to Choose an Advisor

The One Minute Audio Clip You Need to Hear

Hill Investment Group