Have you ever felt your financial strategy was set on autopilot, but without a clear destination?

  Are your assets aligned not just with your life today but with the legacy you aim to leave?

  When was the last time your financial advisor asked about your hopes, intentions, and plans for the next generation?

It’s these questions that drive our personalized approach.

Our Promise to You

Tailored Strategy

Your financial plan will be as individual as your fingerprint.

Immediate Action

See the beginnings of your plan take shape from the get-go.

Unwavering Dedication

Like driving 9 hours for a client’s signature, I go the distance—literally.

A Trusted Partnership

Your aspirations deserve an advisor who listens, understands, and acts.

Effortless Experience

Your wealth is managed with attention, requiring minimal effort from you.

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Matt Hill

A Different Approach To Wealth Management

Let’s be honest. The financial world is crowded with advisors. What makes us stand out isn’t just the string of qualifications after our names (though we’re proud of those), but our commitment to understanding you. We hold qualifications like JD, MBA, RICP®, WMCP™, AIF®, and PPC® not to impress you, but to impress upon you that we bring every tool to the table for you.

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Navigating Your Financial Concerns

We all have fears, even multi-millionaires: the fear of losing hard-earned wealth, concerns about legacy, and ensuring your family’s future. We get it because we’ve guided countless clients through the same. Through our unique Smooth SAILing Process™, we don't just manage wealth—we create lasting partnerships built on trust.

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Matt Hill
Matt Hill in a client meeting

Why Collaborate With Us?

Genuine Experience: Beyond the degrees and designations, we’re lifelong learners committed to staying ahead in the financial game.

Bespoke Solutions: No two financial stories are the same. We tailor our advice to your unique narrative.

Building Trust, Step by Step: Our process is designed to understand, strategize, and implement solutions in tandem with you.

Meet Your Advisor

Join Us On This Journey

Your wealth represents more than just numbers. It’s a story of dedication, ambition, and dreams. Let’s pen the next chapter together. Ready to chat? Schedule your free initial consultation, and let’s discover how we can enrich your financial journey.

Let’s Talk

Matt Hill meeting a client

Why Act Now?

Don't Delay Your Life, or Legacy

Security

Security Today

Economic landscapes are shifting. The right time to ensure your wealth is protected is now.

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Legacy planning

Legacy for Tomorrow

Estate planning isn’t about age; it’s about peace of mind—for you and your heirs.

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Financial planning

Opportunities Await

The longer you wait, the more opportunities for growth and security you might miss.

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Services

 

Financial Planning

Whether it’s owning your own home, funding your children’s education, or creating a stress-free retirement, a financial plan is considered vital in working towards your goals. We use a consultative approach to create a financial plan that aims to meet your objectives.
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Estate Planning

Having an estate plan is paramount in ensuring your estate is handled according to your wishes. Together with your estate planning attorney, we can assist in drafting documents and reviewing your situation so your estate benefits the people and charities you care about most.
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Tax Planning

It’s said that only two things are certain in life: Death…and Taxes! And while there’s not much you can do to avoid the former, with prudent planning and foresight, there’s a lot you can do to minimize the latter.
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Meet Your Advisor

Matt Hill

Financial Advisor

I'm Matt Hill. Though I’m from Pleasant Grove, Alabama, I stepped out of the small town to become an attorney and MBA and dive deep into the complexities of the financial and legal worlds.

Finishing my undergraduate degree in only three years at the University of Alabama set the stage for an aptitude for money, but my initiation into the legal world opened my eyes to the transformative power of money. As an attorney, I witnessed individuals secure legal victories yet grapple with financial direction, which led me to the world of drafting 401(k) plans. I honed strategies and plans that ensured people had a clear pathway to retirement.

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The Time Is Now

Take the step towards securing your future. Let's begin crafting your success story. Are you ready to take control of your financial narrative?

Your legacy isn’t just about where you’ll go, it’s about where you start. Let’s make today that starting point.

Remember, every financial decision is a stepping stone to your legacy. Allow us to be your guide, your partner, and your counsel on this journey. Welcome to Managed Legacy Wealth Counsel—where your financial future is, indeed, bright.

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