Jeffery Hill, MBA, CEO

Hi, I'm Jeffery — a husband, proud girl dad, financial strategist, and firm believer that the best financial plan is one built around your life, not just your balance sheet.

I'll be honest — I didn't set out to build a typical financial firm. After being trained by a Fortune 100 company and watching too many clients get siloed, reactive advice that left real money on the table, I knew there was a better way. So in 2009, I built Hill Financial Group from the ground up as a Virtual Family Office — a collaborative "brain-trust" where CPAs, attorneys, and financial specialists actually work together on your behalf. One team. One strategy. No conflicting advice. Over 15+ years, I've helped business owners, high-income families, and CPA partners across 14 states save tens of thousands in taxes, protect what they've built, and create legacies worth passing down. I hold an MBA, multiple financial designations, and I'm a Distinguished Toastmaster — which means I'm good at breaking down complex strategies in plain English (and keeping it interesting). Being named to the Top 100 in Finance and recognized as Most Innovative Trailblazer to Watch in 2024 means a lot, but what I'm most proud of is a 98% client retention rate built on trust and real results over real time. As a Certified Life Coach, I bring something most financial advisors don't — a genuine investment in you, not just your portfolio. Money is deeply personal, and I treat it that way. Outside the office, I'm at my best on the golf course, cheering way too loud during football and basketball season, exploring new cities and cuisines (serious foodie here), and always with a good book or personal development podcast in rotation. Faith keeps me grounded, and my two daughters keep me motivated to do work that actually matters. If you're looking for an advisor who shows up with a full team, a proactive plan, and a genuine interest in your story — I'd love to connect.