Abbey Hill Financial Advisors, LLC logo

Abbey Hill Financial Advisors, LLC

Updated today

Client assets under management

$49,172,796

Clients

60

43% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

30

Low

Average account size

$819,547

About

The firm provides personalized financial planning and both discretionary and non-discretionary investment management to individuals, trusts, estates, and pension and profit-sharing plans. Services include comprehensive financial planning, ongoing investment supervision, and consulting for retirement plans, with advice delivered through client consultations and written investment policy statements.

Its investment approach is a structured strategy that emphasizes global diversification, risk management, tax efficiency, and low-cost vehicles, typically implemented with no-load mutual funds and exchange-traded funds and executed through discount broker custodians. The firm commonly manages accounts under limited power of attorney and conducts regular reviews and reporting, using an investment policy statement to document client goals and restrictions.

What is distinctive is the firm’s small, independent structure managing approximately $86 million for roughly 60 clients while also maintaining an insurance affiliation: the firm’s principal is insurance-licensed, may sell commissionable insurance products to clients (devoting a small portion of time to that activity), and discloses the resulting conflicts of interest. It also provides pension consulting and serves pension or profit-sharing plan clients — services that are less common among independent, solo-advisor firms.

Client services

Financial planning Portfolio management Pension consulting

Expertise

General retirement planning General tax planning Cash flow / budgeting

Fee options

Percentage

Up to 1.00% annually

Project-based

Typically $250 per hour, negotiable

Main office location

Abbey Hill Financial Advisors, LLC

Tuscon AZ, United States

Number of offices

2

Most active in

Arizona · Minnesota

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Timothy G

CFP®, Series 63, Series 65

Tuscon, AZ

Abbey Hill Financial Advisors, LLC

Timothy Goodyear is a CFP® professional with 12 years of industry experience, serving as the sole advisor at Abbey Hill Financial Advisors, LLC since 2003. He holds Series 63 and Series 65 licenses and is based in Tucson, AZ. Outside of advisory services, he is involved in selling and servicing fixed insurance products, including term life, disability, long-term care, and critical illness insurance. Abbey Hill Financial Advisors provides personalized financial planning and both discretionary and non-discretionary investment management to individuals, trusts, estates, and pension and profit-sharing plans. The firm employs a structured investment approach focused on global diversification, risk management, tax efficiency, and low-cost vehicles, and offers pension consulting services alongside its insurance affiliation.

General retirement planning General tax planning Cash flow / budgeting
user avatar

Theodore G

Series 63, Series 65

Oro Valley, AZ

Abbey Hill Financial Advisors, LLC

Theodore Goodyear is a financial advisor at Abbey Hill Financial Advisors, LLC in Oro Valley, AZ, holding Series 63 and Series 65 licenses with one year of industry experience. His prior work includes roles at Deutsche Bank Securities Inc., Vail Resorts, and Astranis. Outside of advising, he is the founder of Aether Investments LLC, where he engages in investment-related real estate and drone videography. Abbey Hill Financial Advisors is an independent firm providing personalized financial planning and investment management to individuals, trusts, estates, and retirement plans. The firm employs a structured investment approach focusing on global diversification, risk management, and tax efficiency, managing client accounts with regular reviews and documented investment policies.

General retirement planning General tax planning Cash flow / budgeting
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")