Matthew R. Hill  

A Financial Advisor With a Legal and Business Background
Matthew’s background includes law, business, wealth management, retirement-income planning, investment-process training, and retirement-plan consulting. He uses that perspective to recognize when a financial decision may also raise questions about ownership, estate documents, taxes, business interests, or family responsibilities.

A Process That Begins With Your Story
The Smooth SAILing Process™ begins with the client’s Story, Assets, Interests, and Legacy. It helps Matthew understand how the wealth was created, how it is structured, what it should accomplish, and who may eventually be affected before recommendations are made.

Experience Across Several Parts of the Financial Picture
Before focusing on personal wealth management, Matthew’s work included law, retirement-plan drafting, fiduciary consulting, and guiding financial advisors on investment-process practices. Today, he helps families connect investment management with retirement, estate planning, tax-sensitive decisions, business ownership, and legacy.

A Personally Led Relationship
Clients work directly with Matthew throughout the relationship. He believes advice should be understandable, recommendations should be candid, and meetings should end with clear decisions and next steps.

Discretion • Candor • Follow-Through

A Life Beyond the Balance Sheet
Matthew grew up in Pleasant Grove, Alabama. He is an Eagle Scout and licensed pilot. Outside the office, he enjoys woodworking, hiking, kayaking, travel, and spending time with his wife, Candace.

Your Wealth. Your Legacy. One Connected Picture.