Kent Addis (BS)
Kent Addis focuses in the
following client markets or areas of practice:
- Corporate Executives
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Corporate Executives
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
Planning Specialties
Addis & Hill Wealth Partners is an independent Southeast Pennsylvania-based fee-only RIA firm that provides comprehensive financial planning and investment management services to help clients overcome the challenges that accompany financial life events and plan efficiently for the long-term.
Additional Information
Addis & Hill has operated as a fee-only planning firm since 2000 and was one of the first in the Philadelphia region. A NAPFA member since 2000, we offer a fully transparent experience free of any conflicts of interest - a true fiduciary.
Our co-founder served on the Northeast Mid-Atlantic Regional Board with NAPFA for six years until his term expired in 2017.
NAPFA Start Date
August 27, 2001
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