Beau Hill, CFP®, CSLP®

Beau Hill is a CERTIFIED FINANCIAL PLANNER® (CFP®) professional with a focus on helping physicians and dentists achieve financial peace and long-term success. With over a decade of experience in financial services, Beau began his career at Duncan-Williams Inc., advising banks and financial institutions on managing fixed-income portfolios. However, he found his true calling in working directly with individuals, especially healthcare professionals, where he could make a more profound, personal impact.

Coming from a family of physicians, Beau understands the unique demands, both personal and professional, that healthcare professionals face. His insights into the challenges of student debt, rigorous work schedules, and complex tax considerations help him tailor strategies that serve the specific financial needs of physicians and dentists. His Certified Student Loan Professional (CSLP®) designation further supports his ability to provide effective student debt solutions as part of a comprehensive financial plan.

Beau’s clients value his consultative approach, which prioritizes trust and understanding. With a focus on retirement planning, tax strategies, and investment management, Beau empowers healthcare professionals to grow and protect their wealth while confidently planning for the future.

Beau and his wife, Michelle, married in 2013, enjoy life with their two children, Emerson and Hardy. Michelle, a dedicated real estate agent, is passionate about helping clients find their ideal homes. Together, they are active in their community, enjoy Ole Miss football, and value time spent with family and friends. Their commitment to family and service continues to fuel Beau’s dedication to making a positive impact in the lives of his clients.