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Welcome to Quarry Hill Advisors!

Click Here to Meet your Team

We are thrilled to welcome Bjorn Amundson, CFP® as a Partner to Quarry Hill Advisors!

Quarry Hill Advisors was started with the goal of elevating the standard of financial planning. Many of us entered the financial world wanting to make a difference in clients' lives, only to find out that the "financial advisor" positions at the big firms were more focused on sales than helping people.  

The purpose of Quarry Hill is to provide a better solution for people seeking expert, objective advice. Quarry Hill is now an industry-leading firm helping optimize the financial lives of busy professionals and retirees in 12 different states. We can't wait for you to join us and experience the difference! 

- Bjorn Amundson, CFP®, AIF®

Who Is Quarry Hill Advisors? 


Why Is Bjorn Joining Quarry Hill?

Resources


Quarry Hill Main Webpage

Quarry Hill Advisors Core Values.pdf

Making the Transition with Bjorn

Quarry Hill Data Gathering Form

How to Download Your Assumptions Archive

  1. Go to rbcwealthmanagement.com
  2. Once logged in, click “Messages" near the top of the page.
  3. Find the message from after your last meeting which will have your financial plan and Assumptions Archive attached
  4. Download the documents to your desktop, then upload them to the secure dropbox link below

How to Download Your Account Information

  1. Go to rbcwealthmanagement.com
  2. Once logged in, click "Documents" near the center of the top of the page
  3. Download your most recent Summary Account Statement and upload it to the secure dropbox link below


Click Here to Securely Upload Your Documents

Upload Checklist

  • Filled out Quarry Hill Data Gathering Form (download above)
  • Your Assumptions Archive (instructions above)
  • RBC Summary Account Statement (instructions above)
  • A photo of a Voided Check if you would like to link your checking account with your investment accounts
  • If you have a trust, upload a copy of your trust documents


Have a Question?

Click Here to Schedule a Call with Bjorn