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.