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Personal financial planning & investment management for business owners

"Am I missing any opportunities to pay less in taxes?"
"What’s my business worth and how does that impact my personal finances?"
"How do I balance reinvesting in my business vs diversifying my personal wealth?"
"How can I protect my personal assets?"
"What’s my number for exiting?"
"What’s my succession plan?"

Your business has a plan –
your personal finances should too

With all your business and family responsibilities, you risk missing opportunities and leaving money on the table. Your expertise is the business, ours is your personal wealth - let us systematize your finances like you do your business.

THE QUARRY HILL DIFFERENCE

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BedrockTM Planning Process

Unlike reactive financial management, our seasonal planning approach ensures every aspect of your financial life receives focused attention throughout the year:

  • Spring Focus: Retirement projections and investment strategy alignment
  • Fall Focus: Tax optimization and estate planning
  • Year-Round: Equity compensation monitoring and opportunity identification
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Business Owner Expertise

We help you make confident decisions about:

  • Business Structure: Evaluating entity options for optimal tax efficiency
  • Exit Planning: Creating a roadmap for eventual transition or sale
  • Risk Management: Protecting both business and personal assets
  • Tax Integration: Aligning business and personal tax strategies
  • Smoothing personal cash flow:  Create more consistency and predictability
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Integration Across Your Financial Life

Our approach connects your business with your personal goals:

  • Linking business decisions to personal financial planning
  • Coordinating with your existing legal and accounting team
  • Aligning business growth with long-term wealth accumulation goals
  • Creating harmony between business objectives and family needs

4 Steps To Get Started

1

Discovery Consultation

Tell us about your situation. We learn about your business structure, goals, timeline, and personal financial objectives. This focused conversation helps us understand the specific challenges you face as a business owner, from managing cash flow to planning for eventual exit or succession.

2

Custom Strategic Assessment

Get answers and clarity. We analyze the relationship between your business and personal finances to identify specific optimization opportunities. For business owners, this includes examining entity structure, tax efficiency, retirement savings options, and business valuation considerations to maximize your overall wealth.
3

Decision & Planning

Think about it. Review our recommendations and discuss them with key stakeholders. As a business owner, you'll see clearly how our proposed strategy addresses your specific challenges, from optimizing your business structure to creating a roadmap for eventual exit and balancing your company's growth with your personal financial security.
4

Implementation & Optimization

Don't do it alone. Save time and energy with a true partner. Our team executes your plan with precision, coordinating with your legal and accounting advisors as needed. We proactively monitor important business milestones, tax law changes, and market conditions, ensuring your plan remains optimized as both your business and personal financial situation evolve.
Take a closer look at the steps →

A few words from our trusted clients

Cannot say enough great things about [the Quarry Hill] team!
- Celeste B.
The Quarry Hill Advisors team has a unique ability to take complex financial planning and investment management topics and make them easy to understand. They are experts and have a deep understanding of how to best help their clients reach their financial goals. I'd highly recommend them.
- Ben W.
Kyle is one of the sharpest CFP(R)'s I know, especially on tax planning, investments, and financial planning.
- Wesley L.

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.