We understand you have unique financial needs and aspirations. Yet you may not have the time, expertise, or desire to manage the details of your personal finances yourself. That’s where we come in.
At Tillman Hartley, our mission is to serve our clients the best way we can. We work with a select group of individuals and families who have accumulated meaningful wealth and are looking for strategies to preserve and distribute it efficiently.
By developing deep, lasting relationships with our clients, we simplify your financial life so you can focus on what matters most.
We work with a variety of financially successful individuals and families, from innovative entrepreneurs and venture capitalists to corporate executives and thriving retirees. While their backgrounds may differ, we tend to develop strong relationships with clients who share the following characteristics:
Founding Partner Michael Tillman practiced estate planning and tax law for more than 20 years before Tillman Hartley officially opened our doors in 1998. After observing that his clients’ investment portfolios weren’t always aligned with the estate and tax plans he developed for them, Michael co-founded Tillman Hartley to offer clients seamless financial planning and wealth management services.
Michael’s investment management style is rooted in time-tested academic research and analysis. Today, our team of financial professionals works tirelessly to ensure Michael’s original vision for the firm endures by providing unparalleled client service and sound financial advice.
Michael is a principal and co-founder of Tillman Hartley. He practiced estate planning and tax law for many years before co-founding Tillman Hartley in 1998 to manage assets in his clients’ trusts, partnerships, and foundations.
Michael has a bachelor’s degree from Harvard University, and a Juris Doctor from the University of Florida.
Michael is a co-founder and past President of the North Central Florida Community Foundation, co-author of Generations - Planning Your Legacy, and holds the Series 65 license (Investment Advisor Representative).
Michael enjoys time with his family, boating, T'ai Chi Chuan, and Hawaiian Swimming®.
Kevin has been with Tillman Hartley since 2007 and serves as the firm’s Chief Executive Officer and relationship lead on Family Board of Directors cases. As CFA® Charterholder, he brings technical expertise and intellectual curiosity to all aspects of the firm's investment activities. Kevin enjoys helping clients gain a comfortable understanding of their often-complex financial lives.
Kevin holds a Bachelor of Science degree in Engineering from Duke University, the Chartered Financial Analyst (CFA®) designation, and maintains the Series 65 license (Investment Advisor Representative). Prior to joining Tillman Hartley, Kevin was a Professional Engineer and served as an officer in the United States Army. Kevin serves on the executive board of the Cherry Hills Land Preserve, an organization dedicated to preserving natural landscapes in his community. He enjoys hiking and skiing in the mountains of Colorado and travelling off the beaten path with his wife and two children.
Gary joined Tillman Hartley in 2004 to help further development of the company's estate planning software, and earned the CFA® designation in 2012. His analytical abilities and exceptional eye for detail have made him invaluable in the areas of portfolio design, analysis, and client service. Gary is integral to the firm’s customized reporting and financial modeling and excels at creating tools to help visualize and facilitate decisions around our clients’ finances.
Outside of the office, Gary enjoys spending time exploring the mountains around Asheville, NC with his wife and son, and wrangling various farm animals on their small homestead. Gary holds a B.S. in Computer Engineering from the University of South Florida, the CFA Institute’s Chartered Financial Analyst (CFA®) designation and maintains the Series 65 license (Investment Advisor Representative).