Integrated Wealth & Tax Planning
A boutique, fiduciary RIA with an in-house tax & accounting team—aligning your investments, taxes, and retirement income nationwide.
- Fiduciary Focus
- Strategic Simplicity
- Align Wealth + Taxes
USA Today nominated Hilltop Wealth & Tax Solutions (“Hilltop”) for this third-party rating. There was no compensation (cash or non-cash) in connection with the third-party rating. The rating was given on April 22nd, 2025, for prior 12-month period. This recognition should not be construed by a client or prospective client as a guarantee to experience a certain level of results or construed as a current or past endorsement of Hilltop.
Tired of One-Size-Fits-All Financial Advice?
Financial planning shouldn’t feel like a puzzle. If you’re trying to piece together taxes, investments, and retirement plans on your own, it’s easy to feel overwhelmed. You deserve clear answers, consistent support, and a plan that fits your life.
Clarity Across Your Entire Financial Life—Business and Personal.
Tax Planning & Preparation
Lower your tax bill and simplify your finances with proactive, year-round strategies for individuals and business owners.
Streamline employee compensation with secure, compliant payroll services tailored to your business’s unique needs.
Not Sure Where to Start? Start Here.
From Questions to Confidence in Just Three Steps
Book a Quick Intro Call
You don’t need to figure this out alone. Let’s talk through what’s on your mind
Create a Clear Financial Strategy
We bring together all the pieces of your financial picture with a strategy you’ll actually understand.
Enjoy Ongoing Support
From tax time to retirement, we’re here to keep you focused, supported, and confident.
Meet Our Advisors
Erik Brenner
CFP® President, CEO, & Private Wealth Advisor
Cliff Hawkins
ChFC®, MS, NSSA® Partner & Private Wealth Advisor
Elizabeth Foley
CFP®, CRPC® Private Wealth Advisor
Matthew Aurenz
ChFC®, NSSA® Private Wealth Advisor
William Davis
Private Wealth Advisor
Tareq Jallaf
MBA Private Wealth Advisor
Master Your Retirement with The Personal CFO Revolution
Achieve a secure, tax-efficient retirement with expert, integrated wealth strategies.
“The Personal CFO Revolution” was written by Erik W. Brenner and not Hilltop Wealth & Tax Solutions. The book is not intended to be relied upon as forecast, research, or investment advice, and is not a recommendation, offer, or solicitation to buy or sell any securities or to adopt any investment opinions expressed are as of the date noted and may change as subsequent conditions vary. The information and opinions contained in this book are derived from proprietary and nonproprietary sources deemed by Erik W. Brenner to be reliable. The book may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections and forecasts. There is no guarantee that any forecast made will materialize.
Who We Help
Affiliated With
Ed Slott and Company, LLC has nominated Hilltop Wealth & Tax Solutions (“Hilltop”) as part of its elite advisory program. There is an annual fee and CFP designation required in connection with this recognition. This recognition should not be interpreted by a client or prospective client as a guarantee to experience a certain level of results or construed as a current or past endorsement of Hilltop.
What Could Life Look Like with the Right Plan?
- Make smarter tax decisions with year-round guidance.
- Grow your wealth with purpose and strategy.
- Enjoy the confidence of having a personal CFO by your side.
Let’s replace confusion with clarity—schedule your call today.