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Smart Financial Decisions Require Proactive Planning.

A systematic approach to financial planning and investment management.

See How We Work
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Who We Help

Corporate Executives

You've worked hard to reach your position, but now face complex financial decisions. Your time is valuable and limited. You need a partner 
who can streamline your financial life and help you make decisions that maximize both your current compensation and long-term wealth.

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Retirees

You've been successful at accumulating assets, but now you're confronting the challenge of creating sustainable income without the safety net of a regular paycheck. The question of "Will my money last?" creates uncertainty.

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Business Owners

You’ve built a successful business, but are you giving your personal finances the same level of attention to detail? Let us systematize your finances like you do your business.

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What We Do

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Tax Planning

Multi-year strategic planning to minimize taxes over the course of your lifetime.

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Withdrawal Strategy

Coordinate withdrawals from all types
of accounts with your pensions, social security, and other income sources.

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Retirement Planning

Progress toward your goals using cutting edge technology to map out and stress test your plan.

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Charitable Planning

Ensure you have the right documents in place that reflect your wishes and intent for the next generation. 

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Evidence-based Investing

Evidence-based investment advice tailored to your goals, risk tolerance, and time horizon.

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Stock Compensation

Strategic guidance for managing your equity awards, options, and grants.

Why Quarry Hill Advisors?

At Quarry Hill, we understand the unique challenges faced by executives
and those preparing for retirement. With our systematic financial planning approach, we help you optimize your financial life so you can focus on what matters most.

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FIDUCIARY

It only makes sense to work with someone who has committed to acting in your best interest at all times.

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TRANSPARENCY

We don't hide anything. Unlike much of Wall Street, we make it easy to understand how we are paid.

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CFP PROFESSIONALS

We adhere to the highest practice standards and quality of advice.

Getting Started with Quarry Hill

DISCOVERY CONSULTATION

Tell us about your situation.

CUSTOM STRATEGIC ASSESSMENT

Get answers and clarity.

DECISION & PLANNING

Think about it.

IMPLEMENTATION & OPTIMIZATION

Save time and energy with a true partner.

A Nationally Recognized Team

Awards & Accolades

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Investopedia's Top 100 Financial Advisor ranking was published annually from 2019-2021. Quarry Hill Advisors did not pay Investopedia any compensation for being considered for the list. The Investopedia 100 honors independent U.S.-based financial advisors based on reach, commitment to financial literacy, and community support. The Investopedia award was given to Kyle Moore, founder of Quarry Hill Advisors.
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Expertise.com’s Best Financial Advisors in Saint Paul ranking was published in June 2025. Quarry Hill Advisors did not pay Expertise.com any compensation for being considered for the list.  The Best Financial Advisors recognition produced by Expertise.com is based on licensing verification, professional qualifications, service capabilities, years of experience, and client satisfaction indicators. Investment performance is not a criterion. A link to the Expertise.com selection criteria can be found by going here. The Expertise.com award was given to Quarry Hill Advisors.

Featured In

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The referenced marketing materials represent an endorsement of QHA’s products and services. QHA does not compensate individuals for reviews or endorsements, and QHA does not provide anything of value in exchange for these reviews. QHA has determined that there are no material conflicts of interest between the firm and the endorser, and QHA has not influenced the statement made by the endorser appearing on this website.

A few words from our trusted clients

The team at Quarry Hill [is] transparent, kind, thoughtful, trustworthy, smart, and practical. (They are also very fun to work with!) Hiring them is quite possibly the best financial decision our family has ever made.
- Nicole C.
[The team at] Quarry Hill Advisors [has] offered us financial guidance and discipline that brings us significant peace of mind, and confidence as we look to our future. [They] listen to our goals, and [help] us tactically move toward them while pursuing the lifestyle we aspire to.
- Alex M.
Good listeners, attentive to details, designed an approach aligned with our interests, didn’t try to ‘upsell’, transparent with their process, received constructive feedback with humility. Definitely recommended.
- Jeff P

The marketing materials presented on this website include testimonials that serve as reviews of Quarry Hill Advisors’ products and services. Quarry Hill Advisors does not compensate clients for reviews or testimonials, and Quarry Hill Advisors does not provide anything of value in exchange for these reviews. Quarry Hill Advisors has determined that there are no material conflicts of interest between the firm and the participant, and Quarry Hill Advisors has not influenced the statement made by the client(s) appearing on this website.

Want to start your journey towards financial freedom?
Set up your discovery meeting.