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Bill Hines

Investment Advisor Representative

Financial Planner

Contact Information

Bethlehem, PA

Meets Virtually:

Meets In-Person:

Accepting New Clients:

About Me

Bill and Grady form the team that will bring the results you desire. We’re different—very different! We use consumer facing tools that are available to you. We formed our boutique financial planning company to help those who may be competent in managing their own investments, but get lost in the weeds in developing a high-fidelity financial plan. That's understandable—there are lots of moving parts! Want an early exit from the hamster wheel (FIRE), or need to make up for lost time in preparing for retirement, children’s education, legacies, and other life goals? We're another pair of eyes for you DIYs!

Fee Models
  • Monthly:

    $399+/mo

  • One Time Fee:

    $399+

  • Hourly:

    $199/hr

*Fees are subject to change. Contact this advisor for their most up to date fees.

Ideal Clients
  • DIY Investors

  • FIRE

  • Retirees

  • Pre-Retirees

  • Christians

Areas Of Specialization
  • Pre-Retirement Planning

  • Retirement Life Planning

  • Tax Strategies

* Disclaimer: The "Typical Fee" displayed is the typical fee provided by the advisor computed monthly to facilitate clearer price comparisons. It does not represent actual pricing or a guaranteed quote. Please consult individual advisors for specific fee structures and personalized quotes. We encourage users to carefully review and evaluate their options before making any decisions.