Using a disciplined approach and a full range of services, I provide customized solutions to meet the high standards of my clients. I am here to serve as your trusted advisor who you can count on for professional advice, exceptional service and a sincere interest in helping you fulfill your investment objectives.


Experience Matters

With over 25 years of experience in the financial services industry, Linda Hilaman knows how to help you achieve the future you desire.

Linda appreciates that every client is unique, and at your initial consultation she listens carefully to what you need. Once Linda understands your financial goals, your tolerance for risk, and your time horizon she will develop a personalized investment plan for you and your family.

After a plan is in place, Linda is prepared to react to changing market conditions. She explains every recommendation in a straightforward manner so that you'll be confident in the decsions you make together.

Professional Expertise

Linda's goal is to help make you financially independent. To that end, she provides professional expertise in the following areas:

  • Financial Planning and Portfolio Management
  • Money Management (CDs, cash)
  • Retirement Planning
  • Long Term Care and Disability
  • Private Banking
  • Mergers & Acquisitions
  • Insurance and Annuities
  • Charitable Giving

You Deserve the Best

Linda Hilaman is committed to providing her clients with the best possible investor experience. There is full disclosure about costs and risks. You will receive detailed portfolio statements, and Linda is accessible whenever you have questions or concerns. You can count on courtesy, confidentiality, and accessibility from us.