Great Hill Advisory

Great Hill Advisory offers personalized financial planning, investment management, and individual income tax preparation services. The firm primarily uses a passive investment approach, building portfolios with index mutual funds and exchange-traded funds to match each client's risk tolerance and financial goals. In addition to managing investment portfolios, Great Hill Advisory covers a wide range of financial planning topics including cash flow and debt management, college savings, employee benefits optimization, estate planning coordination, insurance review, retirement planning, risk management, and tax planning strategies. Individual tax preparation is included as part of the service for full-service wealth management clients. The firm also coordinates with third-party money managers when beneficial for clients. Great Hill Advisory operates in Port Washington, New York, and is led by principal owner Corey Henry Peterson.