Personal Financial Concierge Solutions Launched; Barbara B. Hill, Personal Financial Concierge, Begins Offerings

PHILADELPHIA--()--Barbara B. Hill, Personal Financial Concierge ( today announced the launch of new service offerings providing individuals a “financial personal assistant’ to simplify every day and complex financial matters ranging from basic financial housekeeping to sophisticated and holistic financial life coordination.

“Throughout my years of handling wealth management for individuals, I saw a huge need in the market for a trusted, experienced personal financial concierge.” says Barbara Hill, Principal, Barbara B. Hill, Personal Financial Concierge. The firm helps individuals and family members with a wide range of services, including:

  • Financial account aggregation
  • Family education
  • Financial account review and titling review
  • Charitable planning
  • Coordination of tax guidance
  • Bill payment
  • Estate planning document review
  • Cash flow management
  • Estate settlement while alive

“This is a people focused business. No products, just my thoughtful, appropriate advice. My goal is to advocate for my clients’ financial goals and objectives, whatever those may be. I aim to relieve clients and their families of the everyday stress of coordinating the numerous and complex aspects of their financial matters. And I’ll do it in an approachable, efficient and cost effective manner.” says Hill. The firm focuses on meeting individual client needs including supporting adult children with transitioning parents into retirement, busy businesspeople, and intermediaries.

About Barbara Hill

Barbara has worked with a variety of clients in her roles as Wealth Advisor and Relationship Manager at one of the region’s top wealth management firms. Through her ten years of experience, Hill developed a holistic approach to helping people streamline their financial lives. Hill holds a Juris Doctorate degree from Villanova University School of Law, a Masters of Science in Financial Services from St. Joseph's University and a Masters of Public Health from the University of South Florida. Hill attended Niagara University where she earned a Bachelor of Science in Business. Hill is an active member of numerous professional organizations: Philadelphia Estate Planning Council, Philadelphia Bar Association, Pennsylvania Bar Association and the American Bar Association. Read more on Barbara B. Hill here.

About Personal Financial Concierge Solutions

Founded in 2018, Barbara B. Hill, Personal Financial Concierge provides individuals and families a resource to navigate the numerous aspects involved in having efficient and effective financial picture. Visit


Barbara B. Hill, Personal Financial Concierge
Kate Carr, 484-678-0402

Release Summary

New Personal Finance Concierge firm, Barbara B. Hill Personal Finance Concierge Solutions, launches in Philadelphia.


Barbara B. Hill, Personal Financial Concierge
Kate Carr, 484-678-0402