About My Practice
Confidence in Planning. Management You Trust.
Paul Byron Hill CFP® is President and a wealth manager of Professional Financial Strategies, Inc. The firm focuses on providing wealth management solutions for two decades to professionals, physicians and successful retirees in western New York. Together with his team of CFP professionals, Paul addresses their major concerns: preserving wealth, mitigating taxes, taking care of heirs, ensuring their assets are not unjustly taken, and charitable giving.
Paul founded Professional Financial in 1993, and now serves over 80 fee-only advisory clients in a dozen states who have entrusted him with $120 million in assets. He uses a consultative process to gain a detailed understanding of his client's deepest values and goals. He then employs customized recommendations designed to address each client's unique needs and goals beyond simply investments.
Successful individuals and families work with Paul to:
* Develop and implement a comprehensive wealth management plan to help reach their financial dreams.
* Make smarter decisions in today's uncertain political, economic and social environment.
* Obtain an independent second opinion from a top financial advisor in their community.
Previously, Paul spent eight years as the principal of Hill Financial Advisors, an independent financial advisory firm as he completed his extensive professional education. In 2008 Reuter's AdvicePoint honored Paul as one of the nation's 500 "Top Financial Advisers" and a "Top CFP Adviser" and presented a video of him on their website. Wealth Manager magazine and Advisor One have listed Professional Financial eight times as a "Top Wealth Manager."
As one of the first CFPs, Paul is a recognized leader in the western New York financial advisor community, and has served on the local board of the Financial Planning Association. He writes an educational quarterly commentary, Planning Perspectives. He participates in the WealthManagement.com Advisory Panel, and on the Schwab Financial Advisory Research Group.
Paul Byron Hill CFP is president of Professional Financial Strategies, Inc., what is now an independent wealth management firm. Professional Financial helps people make smart decisions about their money for planning major concerns. He accepts only those clients where he can make a major impact that will maximize the probability of achieving what is important to them.
Paul is an honors graduate of the University of Rochester (1974) and holds an MBA in Finance from the Simon Business School also at the University of Rochester (1989). Education directly related to financial planning includes Chartered Financial Consultant (1983) and Masters in Financial Services (1988) both from the American College. Paul is one of the few holders of a Masters in Financial Planning from the College for Financial Planning, University of Phoenix (1997), where he also studied for his CFP (1983). He also is an Accredited Tax Advisor (1998).
Paul's studies in economics concentrate in asset pricing and portfolio choice for the development of investing strategies for individual portfolios planning for income needs in retirement. Paul has held an adjunct faculty position for the College of Financial Planning. He is a 30 year member of the Financial Planning Association and a member of the National Society of Accountants.
Registrations, Licenses, Certifications & Affiliations
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant (ChFC®)
- Other - Accredited Tax Advisor
Schwab Advisor Services
Custodian with Limited Power of Attorney
Considerations: $2,500 minimum quarterly fee offset by AUM
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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