Your Trusted CFO for Every Financial Decision

Navigate your finances with one coordinated team—supporting every piece of your financial life.

Want a plan that grows with you?

Financial Planning Is Complex—You Deserve a Guide Who Sees the Full Picture

Wealth management can feel complicated—especially when advice is inconsistent or driven by someone else’s agenda. At Hilltop Wealth & Tax Solutions, we help you cut through the noise. Our team guides you with a calm, strategic approach that simplifies complexity and puts you back in control.

Clarity Across Your Entire Financial Life—Business and Personal.

Whether you’re planning your next chapter or optimizing your current strategy, we offer clear, personalized guidance rooted in fiduciary care.

Planning-first

We start with your goals, cash flow, risk comfort, and taxes, then build a coordinated plan that guides every saving, investing, and withdrawal decision so your money supports the life you want.

Disciplined portfolios

Your portfolio is broadly diversified across asset classes and managed with a rules-based process—regular reviews, rebalancing, and risk controls—so it stays aligned with your plan as markets and life change.

Tax-aware investing

Coordinate asset location across accounts, manage distributions and RMDs, and apply strategies like tax-loss harvesting when appropriate in year-round collaboration with our in-house tax and accounting team.

Legacy & estate coordination

Align titling, beneficiary designations, trusts, and tax-smart gifting to help protect your assets and pass them to the people and causes that matter most.

Feel empowered with a full team supporting every financial decision you make.

Discover the Confidence of Integrated Financial Support

Imagine having a strategy that’s built around your life—not someone else’s idea of success. At Hilltop, we help you grow your wealth with intention, manage risk wisely, and make decisions with clarity. You don’t have to do it alone.

Grounded Support. Trusted Advice.

At Hilltop Wealth & Tax Solutions, we go beyond investments. Our team includes fiduciary advisors and accounting professionals who support your entire financial life.

A Full-Financial Partnership

The Difference of Full-Service Support

Excellent

Hilltop Wealth & Tax Solutions5.0

Based on 121 reviews

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Linda Fearnow

2 weeks ago

Response from the owner:Linda, thank you for the 5-star review! We appreciate you taking the time to share your feedback and are grateful for the opportunity to be part of your retirement planning journey. *Testimonials are based on unique experiences from current clients and are not representative of all client experiences, which are unique. Testimonials are solicited; however, no cash or non-cash compensation was paid for such testimonials.*

Brian Burks

2 weeks ago

Cliff and team are a pleasure to work with. He explains options clearly so you are always making well informed decisions.

Response from the owner:Brian, thank you for the kind words! We’re glad to hear that Cliff and the team have made the planning process clear and comfortable. Helping clients understand their options and make informed decisions is something we take great pride in. *Testimonials are based on unique experiences from current clients and are not representative of all client experiences, which are unique. Testimonials are solicited; however, no cash or non-cash compensation was paid for such testimonials.*

Joyce Ackerman

3 weeks ago

Bill does a great job of reviewing my accounts with me, and explaining everything.

Response from the owner:Joyce, thank you for the kind words! We're glad Bill's reviews and explanations continue to be helpful. *Testimonials are based on unique experiences from current clients and are not representative of all client experiences, which are unique. Testimonials are solicited; however, no cash or non-cash compensation was paid for such testimonials.*

Jason Pikuza

3 weeks ago

Response from the owner:Jason, thank you for the 5-star review! We appreciate the opportunity to be part of your planning journey and are grateful for your feedback. *Testimonials are based on unique experiences from current clients and are not representative of all client experiences, which are unique. Testimonials are solicited; however, no cash or non-cash compensation was paid for such testimonials.*

Karen Field

4 weeks ago

Mark & I's experience is always awesome with Cliff he explains to the T sometime over to us he has help us out so much & such a GREAT guy who we trust beyond!! Mark & Karen Field

Response from the owner:Karen, thank you for sharing this! We're delighted to hear that Cliff continues to make complex topics easier to understand and provides the support you're looking for. We appreciate the confidence that you and Mark have placed in him and our team. *Testimonials are based on unique experiences from current clients and are not representative of all client experiences, which are unique. Testimonials are solicited; however, no cash or non-cash compensation was paid for such testimonials.*

Aashish Deshpande

4 weeks ago

Have been a client for over 20 yrs. Great service in all aspects of life and financial planning

Response from the owner:Aashish, thank you for your continued trust over the past 20 years! We’re honored to have been part of your journey and appreciate your kind words about the service and support you’ve received over the years. *Testimonials are based on unique experiences from current clients and are not representative of all client experiences, which are unique. Testimonials are solicited; however, no cash or non-cash compensation was paid for such testimonials.*

Mike Haskin

1 month ago

Matt has always been very helpful with the management of our retirement account.

Response from the owner:Mike, thank you for the great feedback! We’re glad Matt has continued to be a helpful resource as you plan for retirement. We appreciate you taking the time to leave a review. *Testimonials are based on unique experiences from current clients and are not representative of all client experiences, which are unique. Testimonials are solicited; however, no cash or non-cash compensation was paid for such testimonials.*

Rachel Freese

1 month ago

Cliff and Kyle are absolutely amazing to work with. No matter your age, they listens to your goals, aspirations, and works with you when you need to meet them. Cliff and Kyle are both approachable, always have a smile on their faces, and are a fantastic choice to work with as your financial advisor!

Response from the owner:Cue the confetti! 🎉 We love hearing from happy clients. Thanks for your kind words, Rachel—it means the world to us! *Testimonials are based on unique experiences from current clients and are not representative of all client experiences, which are unique. Testimonials are solicited; however, no cash or non-cash compensation was paid for such testimonials.*

Bob Stitt

2 months ago

Response from the owner:Bob, thank you for the 5-star review! We appreciate you taking the time to share your feedback. *Testimonials are based on unique experiences from current clients and are not representative of all client experiences, which are unique. Testimonials are solicited; however, no cash or non-cash compensation was paid for such testimonials.*

Linda Waite

2 months ago

Cliff is an excellent financial planner for us. He takes the time to explain strategy to keep us ahead of the game. Knowledgeable and trustworthy. We appreciate his expertise.

Response from the owner:Thanks, Linda! It’s great to hear Cliff’s guidance and attention to detail have been helpful as you plan ahead. We appreciate you sharing your experience. *Testimonials are based on unique experiences from current clients and are not representative of all client experiences, which are unique. Testimonials are solicited; however, no cash or non-cash compensation was paid for such testimonials.*

Robert Haas

2 months ago

Response from the owner:Robert, we appreciate the 5-star review—thank you! *Testimonials are based on unique experiences from current clients and are not representative of all client experiences, which are unique. Testimonials are solicited; however, no cash or non-cash compensation was paid for such testimonials.*

Cheryl Akin

2 months ago

Response from the owner:Thanks for the 5 stars, Cheryl! We’re grateful you took a moment to leave a review. *Testimonials are based on unique experiences from current clients and are not representative of all client experiences, which are unique. Testimonials are solicited; however, no cash or non-cash compensation was paid for such testimonials.*

Karen Kochis

2 months ago

Great opportunity to connect with the right people to get your retirement plan where it needs to be. They make you feel important and work with you to get your portfolio to your comfort level. It's your money and you need to be happy. They focus on that. You matter!

Response from the owner:Karen, thank you for sharing this! We’re glad to hear the team has created a comfortable and supportive environment for your planning. Helping clients feel heard and understood is something we care deeply about. *Testimonials are based on unique experiences from current clients and are not representative of all client experiences, which are unique. Testimonials are solicited; however, no cash or non-cash compensation was paid for such testimonials.*

Bruce Priebe

3 months ago

Beth was very thorough, as usual.

Response from the owner:Thanks, Bruce! It’s great to hear Beth’s attention to detail continues to stand out, we appreciate you sharing that. *Testimonials are based on unique experiences from current clients and are not representative of all client experiences, which are unique. Testimonials are solicited; however, no cash or non-cash compensation was paid for such testimonials.*

Beverly dunn hughes

3 months ago

Response from the owner:Beverly, thanks so much for the 5-star rating! We’re grateful you took a moment to leave a review. *Testimonials are based on unique experiences from current clients and are not representative of all client experiences, which are unique. Testimonials are solicited; however, no cash or non-cash compensation was paid for such testimonials.*

Renee Grady

3 months ago

Bill Davis is a 5 all day everyday

Response from the owner:Thank you, Renee. We’re glad your experience with Bill has been such a positive one. *Testimonials are based on unique experiences from current clients and are not representative of all client experiences, which are unique. Testimonials are solicited; however, no cash or non-cash compensation was paid for such testimonials.*

Sherrie Schoemann

3 months ago

Matt always answers my question to i understand everything. He also let's me know how my portfolio is doing and his plans to help me. Wouldn't change a thing i trust him fully.

Response from the owner:Sherrie, thank you for your kind feedback! We’re glad to hear Matt’s clear communication and ongoing updates have made your experience a positive one. We truly appreciate your trust and confidence in his guidance. *Testimonials are based on unique experiences from current clients and are not representative of all client experiences, which are unique. Testimonials are solicited; however, no cash or non-cash compensation was paid for such testimonials.*

David Lein

3 months ago

We have ben working with Cliff Hawkins and his team over the last few years and find them to be very professional and helpful putting together a successful financial plan that works! Great person and team, thank you.

Response from the owner:David, thank you for your kind words! We’re glad to hear that working with Cliff and the team has been a positive experience and that their guidance has been helpful as you build your financial plan. We truly appreciate your trust. *Testimonials are based on unique experiences from current clients and are not representative of all client experiences, which are unique. Testimonials are solicited; however, no cash or non-cash compensation was paid for such testimonials.*

Ruthie McCollough

3 months ago

Megan has been so helpful, and very patient.helping us complete our taxes from afar. Not to mention how grateful we are to have Bill Davis back in his saddle 😉

Response from the owner:Ruthie, thank you for the kind words! We’re glad to hear Megan was able to make the process smooth and supportive, even from a distance. And we agree, it’s great to have Bill back in the saddle! We appreciate your trust in our team. *Testimonials are based on unique experiences from current clients and are not representative of all client experiences, which are unique. Testimonials are solicited; however, no cash or non-cash compensation was paid for such testimonials.*

Scott Bovenkerk

3 months ago

Working with Erik Brenner has been one of the best financial decisions We've made. He brings a rare combination of deep expertise, clear communication, and genuine care for his clients’ long‑term success. Erik takes the time to understand our goals, explains complex financial and tax strategies in a way that’s easy to grasp, and consistently offers thoughtful guidance that feels tailored—not generic. What stands out most is his proactive approach. Erik doesn’t just react to changes in the market or tax laws; he anticipates them and helps me stay ahead. We always feel informed, supported, and confident in the plan we’ve built together. If you’re looking for a financial advisor who is knowledgeable, trustworthy, and truly invested in your financial well‑being, we highly recommend Erik and the team at Hilltop Wealth & Tax Solutions.

Response from the owner:Scott, thank you for taking the time to share such thoughtful feedback. We’re glad to hear that Erik’s approach to communication and planning has been helpful in supporting your goals. Providing clear, proactive guidance and a personalized experience is what we strive for, and we truly appreciate your trust and recommendation. *Testimonials are based on unique experiences from current clients and are not representative of all client experiences, which are unique. Testimonials are solicited; however, no cash or non-cash compensation was paid for such testimonials.*

Leyna Hoffer

3 months ago

I’ve had a wonderful experience with Hilltop Wealth & Tax Solutions. My advisor, Cliff Hawkins, has been fantastic to work with—he’s knowledgeable, responsive, and genuinely committed to helping me stay on track with my retirement goals. Cliff takes the time to explain things in a way that’s easy to understand and always makes me feel comfortable and confident in my financial plan. It’s clear he truly cares about his clients. And as a bonus, he’s always willing to chat a little football—which makes every conversation even better. Let’s just say we don’t always agree on teams… but that’s part of the fun! 😉 Highly recommend Cliff and the entire Hilltop team!

Response from the owner:Leyna, thank you for such a thoughtful review! We’re so glad to hear that Cliff’s approach has made your experience both comfortable and informative. And we couldn’t agree more—those football conversations definitely add a little extra fun along the way (even with some friendly rivalry 😉). We truly appreciate your trust and recommendation! *Testimonials are based on unique experiences from current clients and are not representative of all client experiences, which are unique. Testimonials are solicited; however, no cash or non-cash compensation was paid for such testimonials.*

Mitchell Mawhorter

3 months ago

My wife and I recently met with Matt Aurenz for our routine review, and as always, he was excellent. He took the time to walk me through my retirement questions in a clear and thoughtful way, making sure I understood how everything works and what to watch for moving forward. I truly don’t think we’d be in the strong financial position we’re in today without Matt’s guidance over the past several years. Thanks to his advice, we’ve been able to retire earlier than we ever expected. He is, without a doubt, the best advisor I’ve worked with. My daughter has also worked with Matt and is a big fan as well.

Response from the owner:Mitchell, thank you for the thoughtful review! We’re glad to hear that your time with Matt continues to provide clarity and support during your reviews. It means a great deal to be part of your family’s planning over the years, and we truly appreciate your trust and kind words. *Testimonials are based on unique experiences from current clients and are not representative of all client experiences, which are unique. Testimonials are solicited; however, no cash or non-cash compensation was paid for such testimonials.*

Sue Mason

4 months ago

I have been very pleased with our years of service from Hilltop. We work specifically with Erik.

Response from the owner:Sue, thank you for your continued trust over the years! We’re glad to hear you’ve had a positive experience working with Erik and appreciate you taking the time to share your feedback. *Testimonials are based on unique experiences from current clients and are not representative of all client experiences, which are unique. Testimonials are solicited; however, no cash or non-cash compensation was paid for such testimonials.*

Diane Wilson

4 months ago

We have been with Hilltop Wealth Solutions for just over 1 year and are 1,000% happy with our experience and fiduciary oversight and growth. Cliff Hawkins and his financial support team have given us individualized financial direction with specific investment goals. We are extremely elated with the support and guidance he and his team are providing us. We unequivocally recommend this firm.

Response from the owner:Diane, thank you for the thoughtful feedback! We’re so glad to hear that your experience with Cliff and the team over the past year has been a positive one. Providing personalized guidance and a strong planning approach is what we strive for, and we truly appreciate your trust and recommendation. *Testimonials are based on unique experiences from current clients and are not representative of all client experiences, which are unique. Testimonials are solicited; however, no cash or non-cash compensation was paid for such testimonials.*

Gpa

4 months ago

Bill is helping my wife and me to navigate through the different options to build a viable portfolio. He is so informative. I know our retirement will be more golden. He is the best . I'm so glad to fave found him . Thank you Bill Greg Akin

Response from the owner:Greg, thank you for sharing this! We’re glad to hear Bill has been helpful in guiding you through your options and providing clarity along the way. We truly appreciate your trust and are grateful to be part of your planning journey. *Testimonials are based on unique experiences from current clients and are not representative of all client experiences, which are unique. Testimonials are solicited; however, no cash or non-cash compensation was paid for such testimonials.*

The following reviews are based on experiences from current clients. No compensation was provided to clients. The ratings and comments reflect each client’s own views and opinions, and there are no known conflicts of interest. All ratings are included in the overall rating and all comments are published unless they meet one or more exclusion criteria.

Our Approach

We take the time to understand your goals, risk tolerance, and time horizon before creating a portfolio designed for you. With a disciplined, research-based process, we monitor and adjust your investments to pursue growth while protecting what you’ve built. As fiduciary advisors, we put your interests first, offering a clear, all-inclusive pricing structure you can trust.

One Team, One Strategy—Built for Your Full Financial Life

One team. One plan. One step forward. Book your call today.

Financial Support Doesn’t Have to Be Complicated

You don’t need to know where to start. That’s our job. We’ll walk through everything and build a step-by-step plan to move forward.

Your Trusted CFO for Every Financial Decision

Financial Planning Is Complex—You Deserve a Guide Who Sees the Full Picture

Clarity Across Your Entire Financial Life—Business and Personal.

Discover the Confidence of Integrated Financial Support

Grounded Support. Trusted Advice.

A Full-Financial Partnership

Kick Off Your Review

Design Your Roadmap

Grow With Confidence

The Difference of Full-Service Support

Our Approach

One Team, One Strategy—Built for Your Full Financial Life

Financial Support Doesn’t Have to Be Complicated