We Provide Fiduciary Financial Advice to Individuals and Families in Saint Paul - Minneapolis MN, and Nationwide. At Quarry Hill Advisors, we help you to manage and align your resources in support of the life you want. We aim to support you in this endeavor through dedicated financial planning and investment management strategies that are personalized to you.
Coordinate withdrawals from all types of accounts with your pensions, social security, and other income sources.
Coordinate withdrawals from all types of accounts with your pensions, social security, and other income sources.
Services
The purpose of Financial Planning is to help you use, manage, and direct your resources towards what matters most. Everybody has different goals and values. Our personalized financial planning helps lay the foundation for a lifetime of smart financial decisions that meet your unique needs. We advise on and help manage every aspect of your financial life.
I started Quarry Hill Advisors with the goal of elevating the standard of financial planning. I entered the financial world wanting to make a difference in clients' lives, only to find out that the "financial advisor" positions at the big firms were more focused on sales than helping people. The purpose of Quarry Hill is to provide a better solution for people seeking expert, objective advice.
A free retirement & tax assessment to show how we can help you improve your financial plan and reduce your tax bill. Diligent savers who have accumulated investment & retirement assets of $750,000 or more (excluding real estate). A 1-hour virtual meeting to get to know one another and make sure our expertise matches your situation.
Reviews (11)
Denny Cheng
Jan 01, 2022
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Critical: Professionalism, Responsiveness
Immediately dismissed from initial consultation with no prior communication. After reaching out discovered they believe I am not of financial interest to them. I believe there could have been a better approach to decline to work with an individual than outright cancelling a meeting with no prior communication.
Immediately dismissed from initial consultation with no prior communication. After reaching out discovered they believe I am not of financial interest to them. I believe there could have been a better approach to decline to work with an individual than outright cancelling a meeting with no prior communication.
Ben Wacek
Jul 01, 2021
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Positive: Professionalism, Quality
The Quarry Hill Advisors team has a unique ability to take complex financial planning and investment management topics and make them easy to understand. They are experts and have a deep understanding of how to best help their clients reach their financial goals. I'd highly recommend them.
The Quarry Hill Advisors team has a unique ability to take complex financial planning and investment management topics and make them easy to understand. They are experts and have a deep understanding of how to best help their clients reach their financial goals. I'd highly recommend them.
Tom Sagui
Mar 02, 2021
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My brother recommended Kyle to us about 5 years ago. After an initial meeting, my wife and I decided to use Kyle as our financial advisor. Since then, we have been extremely happy with Kyle's handing of our finances. He is clear about his investment strategy and matches that with our risk tolerance. He and Shelley have been very responsive to questions and never make us feel foolish for asking. Highly recommended.
Mary Bulvanoski
Mar 01, 2021
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My husband and I highly recommend Quarry Hill Advisors for financial planning. As customers since 2017, we have enjoyed personal attention and sound financial advice--areas of strong concern to us as we manage our transition through early retirement (and the steps beyond).
Kyle Moore explains financial information and ideas for our consideration in a way that is easy to understand, yet not at all condescending. Shelley Austin, who joined Quarry Hill along the way, is also knowledgeable, helpful, and easy to talk to.
We are quite happy with our decision to seek guidance from these well-researched
Kyle Moore explains financial information and ideas for our consideration in a way that is easy to understand, yet not at all condescending. Shelley Austin, who joined Quarry Hill along the way, is also knowledgeable, helpful, and easy to talk to.
We are quite happy with our decision to seek guidance from these well-researched
Liz Porter
Feb 28, 2021
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I recently switched my entire portfolio from a large brokerage firm to Quarry Hill. I am very, very pleased with my decision. Both Kyle and Shelley are consummate professionals. They are extremely knowledgeable, great educators, and excellent at listening to my questions, goals and dreams, and allaying my concerns. They helped me put together a plan that gives me confidence in my future financial health. They really help me move the ball forward in my planning, and they have given me excellent client service every step of the way. They made the logistics of the transition smooth, efficient, and
Paul Prokosch
Feb 24, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
We started using Quarry Hill Advisors this past year and they have been excellent. They are very knowledgeable, transperant and trustworthy fiduciaries. This whole process has been very educational and worth the value. We would strongly recommend them to others.
We started using Quarry Hill Advisors this past year and they have been excellent. They are very knowledgeable, transperant and trustworthy fiduciaries. This whole process has been very educational and worth the value. We would strongly recommend them to others.
Brandon Berg
Feb 17, 2021
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Trudy O.
Feb 04, 2021
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Bait and Switch - BEWARE! Quarry Hill advertises a "free individual financial assessment." After providing extensive personal financial information to Quarry Hill (WHEN THEY REQUESTED IT), we were not given the financial assessment but instead were subject to hard sales tactics to sign up for their services. They are unethical.
Jeffrey Smith
Dec 15, 2020
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We've been working with Quarry Hill Advisors for a little over two years. Kyle and staff operate with integrity and transparency. Kyle is very personable, down to Earth, and easy to work with. He explains things in an easy to understand manner. We couldn't be happier and recommend Quarry Hill to all our friends and family asking who we use as our financial adviser.
Kimberly Anderson
Dec 01, 2020
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I have been working with Quarry Hill, specifically Kyle, for a little over a year now and am very pleased with my experience. I was nervous before my first meeting, worried I would be judged for my spending habits or past debts, but instead I have found that I always leave meetings feeling empowered and well-informed. Kyle does a great job explaining complex financial concepts in an approachable way. I appreciate that he explains his strategy for investing and saving - it allows me to feel like I am a part of the process and not just sending my money off into the abyss. I would highly recommend
Steve Masten
Jul 25, 2020
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I've been a client of Kyle Moore and his firm, Quarry Hill Advisors, since its inception. I was also a client of Kyle's previously before he started Quarry Hill, and I hold him in the highest regard. He is personable, attentive to clients' needs, knowledgable and smart. I particularly like the fact that Quarry Hill adheres to a fiduciary standard in all their dealings with clients. His recently-hired associate, Shelley Austin (who also is a Certified Financial Planner) is likewise a delight to work with. I heartily recommend Quarry Hill.