Erik Kroll

CFP®

Hilltop Financial Advisors

President

Erik Kroll

CFP®

Hilltop Financial Advisors

President

As a fiduciary financial planner, you can rest assured that I am always working in your best interest. - Erik Kroll, CFP®

Erik Kroll is a Wauwatosa, WI financial advisor and investment manager. Hilltop Financial Advisors specializes in financial planning, investment management, and retirement planning to help clients work towards their financial goals at all stages of life. Erik Kroll is a fiduciary financial planner.

Hi, my name is Erik Kroll, and this is my story.
 
I am a Certified Financial Planner (CFP®) with a passion for helping people live their ideal lives. I spent five years working in traditional financial planning for a Milwaukee-based firm before I decided to quit my job and start Hilltop Financial Advisors. My time spent working in financial planning and investment management opened my eyes to an interesting phenomenon that exists in the world of financial planning— busy people often spend so much of their time either working or planning for the future, that they get very little time to actually enjoy the present.
 
This time opened my eyes to the need for a firm that got things in the right order. Hilltop starts by working together to discover why money is important to you and your family. Our single-point-of-contact model ensures that your most important goals and deepest held values are factored into every decision that is made. We act as your representative to reduce the number of people that you have to meet with and free you up to spend time doing the things you love the most.
 
Before my life as a financial advisor, my life was pretty hectic. I grew up in Alaska and my dream was to become a professional hockey player. After I finished high school, I was recruited and played junior hockey for two years before pursuing my Bachelor’s degree and playing NCAA hockey. While I didn’t make it to the big time in the sport that I love, the time I spent traveling as a semi-professional athlete, gave me an understanding of what it’s like to have a career that demands so much time and leaves very little to spend taking care of the future.
 
Aside from my life as a financial advisor, I live in a Milwaukee suburb with my lovely wife and Great Dane. Hockey is still part of my life, and I play in a rec league weekly. My wife and I enjoy doing anything outside (ask me about the latest bird that I’ve seen). Finally, we have a passion for our community. We are heavily involved in working with a local food pantry and homeless outreach organization and lead a small group with our church.

That’s enough about me. Interested in working together? Let’s get in touch

Erik Kroll's fiduciary obligation is governed by:

  • National Association of Personal Financial Advisors (NAPFA)
  • Certified Financial Planner (CFP)
  • XY Planning Network

We work closely with business owners, athletes, and their families to 1) align your financial choices with your most important goals and most deeply held values, 2) get your entire financial house in order and keep it that way forever, and 3) have a 10 level of confidence that no matter what happens in the markets, the economy, or the world you will achieve your goals.

Our clients understand that time is their most important asset and are looking to delegate their financial tasks to an expert so they can focus on the things that are most important to them. We start by defining what's important to you, some of your more tangible goals, and then we benchmark your current financial reality. Then, if we decide there is a fit, we go to work on helping you implement your personalized strategy to achieve your goals.

Learn Why Fiduciary Matters When Choosing a Financial Advisor:

Specialties

  • Financial Planning
  • Retirement Planning
  • Investment Management
  • Business Planning
  • Estate Services
  • Education Planning

Ideal Clients

  • Retirees and Near Retirees
  • Young Families
  • Entrepreneurs & Business Owners
  • Medical Professionals
  • Military
  • Sudden Money Situations

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • No-Cost Initial Consultation
  • Hourly Fee
  • Monthly Retainer
  • % of Assets Under Management

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Erik Kroll is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Erik Kroll is CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • XY Planning Network
    Erik Kroll is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

Contact Erik Kroll

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Office Locations:

  • By appointment
    and virtual meetings
    Wauwatosa, WI 53213

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