About | Halley Hill Wealth Management

About Us

Wealth Advisor, Retirement Planning, Investment Management

Our clients are much more important than we are, but we thought you may want to know a little about us.
Halley Hill Wealth Management LLC (Halley Hill) is a fiduciary and independent Registered Investment Adviser (RIA) firm. We offer personalized financial planning and disciplined investment management services.

What We Believe

Listen First, Talk Second

Our personalized financial planning and wealth advisory process is all about you. You won’t get any “one size fits all” guidance with us. We only offer advice after thoroughly understanding where you are today and where you want to be.

Relationships Matter

Choosing a trusted wealth advisor to manage your investments and help you reach your financial goals is a major decision. We don’t take this lightly. It’s our job to earn this trusted relationship with you, and if you’re worried about your financial future we haven’t done our job.

Money Is A Means, Not An End

More money is only good when it serves a purpose in your life. We take time to understand your goals and desires so that the financial plan we implement matches its purpose. Your money’s purpose may be to allow for a comfortable retirement, fund a child or grandchild’s education, or leave a legacy for future generations. We’ll focus on the money so you can focus on the purpose.

Realistic Expectations Always

We’ll never promise you the moon in an attempt to earn your trust or business. We can promise you high-quality, personalized service and disciplined investment management services…but we can’t and won’t guarantee unrealistic investment returns. Your financial future is too important to put at risk with unrealistic expectations.

Service, Not Sales

Our independent, fiduciary business model allows us to focus solely on your long-term financial success, not “selling” you the latest investment fad or high-commission product. Our success is tied directly to your success, and that’s how we’ll always operate.

Halley Hill is led by Zack Purvis, CFA. Zack has worked in the financial services industry since 2003 after graduating from the University of Georgia with a BBA in Finance. He holds the Chartered Financial Analyst (CFA) designation, received an MBA from the University of Georgia, and also completed the Graduate School of Banking program at Wharton (University of Pennsylvania). When Zack isn’t working on finance or investment projects (which is rare), you can usually find him on the golf course or catching some live music. Zack fully acknowledges that he’s an investments geek, so while you’re encouraged to call him at any time, beware that if you want to discuss investments or finance you may be in for a longer conversation than you bargained for.

Get in Touch

We’d love to hear from you! Let us know how we can help.

CONTACT US

Listen First, Talk Second

Relationships Matter

Money Is A Means, Not An End

Realistic Expectations Always

Service, Not Sales

Thank you!