ANDREW HILL INVESTMENT ADVISORS INC. RELOCATES TO EXPANDED OFFICE SUITE

ANDREW HILL INVESTMENT ADVISORS INC. RELOCATES TO EXPANDED OFFICE SUITE TO ACCOMMODATE CURRENT AND FUTURE GROWTH

Andrew Hill Investment Advisors Inc., a Naples-based investment and wealth management advisory firm that will celebrate its 15th anniversary in January 2025, announced that it has recently relocated to a newly renovated and larger office suite located on the second floor of the same building where the firm has resided since 2012.

Now located at 4089 Tamiami Trail N., Suite A203, Andrew Hill Investment Advisors provides strategic financial advisory services and sustainable investing-oriented investment philosophies to individuals, charitable entities, fiduciary clients, including those with special needs, and small employer pension plans. It also offers complete financial concierge services, like estate and trust planning, cash flow planning, income tax review, charitable planning, and assistance with other investment and financial issues.

Since its inception, the firm has grown the total amount of client assets under management from about $2 million to more than $200 million as of September 30, 2024.

“The consistent growth of our company and the addition of new staff members necessitated the need for a larger office suite,” said Andrew D.W. Hill, President of Andrew Hill Investment Advisors. “We were fortunate to be able to stay in the same office complex which is convenient to the majority of our client base in the Naples area.”

Andrew Hill Investment Advisors was co-founded by Hill and Jennifer R. Figurelli, Managing Director in 2010. The two have 50 years of combined investment, estate planning and fiduciary experience and spent many years together at other large institutions. The firm provides investment and financial management services to individuals, charitable entities, fiduciary clients, including those with special needs, and small employer pension plans.

“We employ a highly client focused business model that incorporates investment management services and financial concierge services and includes many complimentary services that keep our clients prepared and organized in their financial affairs,” Figurelli said. “This is especially appealing to clients with portfolios in the range of $500,000 to $2 million who are very often overlooked or over charged at the large brokerage firms.”

Andrew Hill Investment Advisors is registered with the U.S. Securities and Exchange Commission. Fidelity Institutional Wealth Services is the primary custodian of client assets. For clients who wish to have a portfolio managed under a Sustainable & Socially Responsible discipline, the firm offers customized portfolios tailored to meet mission specific interests such as Animal Issues, Religious Issue and Environmental Issues.

For additional information on Andrew Hill Investment Advisors, including the firm’s ADV filing, visit www.ResponsibleAdvisors.com or call 239-777-3129 or 239-777-3188.