A true partner in pursuit of your financial goals

Ensuring your hard work pays off both before and after retirement is no small feat. Our aim is to make the complex simple and help you plan for the long-term by being your trusted advisors, your sounding board, and ultimately an extension of your family. With comprehensive planning, a structured process, analytical insights and personalized care, we’re here to provide you with the combination of financial services, support and guidance that make the most sense for you – and to walk alongside you every step of the way.

Personalized strategies tailored to your financial goals
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Preserving wealth so you can do the things you enjoy
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Detailed strategies for growing and selling your business
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Trusted guidance for every phase of life

Your goals are our goals

A comprehensive approach to preserve your wealth

Singularly focused on you and your goals

Dan Chick

Dan

Chick, CFP® President, Park Hill Financial Services Financial Advisor, RJFS
Joel Morgan Bio Image

Joel

Morgan, CFP®, CIMA® Partner, Park Hill Financial Certified Financial Planner™
Jana Terry Bio Image

Jana

Terry Chief Operating Officer, PHFS Client Services Manager, RJFS
Gloria Morgan

Gloria

Morgan Client Service Associate
The earth is the Lord’s, and all it contains, the world, and those who live in it.
Psalm 24:1
Always here for you
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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Park Hill Financial Services is not a registered broker/dealer and is independent of Raymond James Financial Services.

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