Broker Check
Financial Planning Investment Management Retirement Strategies Risk Management
 

Financial Advice for the Real World

Within any industry, there exists academic types who tell us how things should work. Their solutions are based in theory, and seem simple and straight forward as a result. The financial services industry is unfortunately no exception. In fact, our industry increasingly values theory and generalization as a core offering to clients. And while the simplicity proves profitable toward maximizing the number of clients served - while minimizing the time it takes to do so – it has also led our industry to being trusted less and less with each passing day.

At Round Hill Wealth Management, we take financial theory and adapt it to the Real World. We remain acutely aware of the past – yet focus on the present and what it may mean for the future. We acknowledge the psychology of investing unique to each individual client – and never ignore it in favor of our own opinions. Our resources are dedicated to creating an exceptional experience for all clients – rather than maximizing the number we serve. And while we relish the friendships we have made with clients, we always understand that we are hired first and foremost as a trusted financial advisor.

Less theory, more reality – that’s Financial Advice for the Real World. It’s not a slogan – it is our mission.


Contact Us

Helpful Content

What Is My Current Net Worth?

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

What You Should Do About Insurance Following a Divorce

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.

What's My Potential Estate Tax?

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

 

The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.

Navigating Retirement Pitfalls

Why are they made again and again? Making sense of these errors in judgement.

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

How Stocks Work

Understanding how a stock works is key to understanding your investments.

Are You Ready for Your Portfolio to Make a Difference?

Learn about the rise of Impact Investing and how it may benefit you.

View all articles arrow

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

View all calculators arrow

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

View all presentations arrow

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

Stay Safe with a B.O.P. At Your Back

Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

View all videos arrow