Erik Brenner
CEO of Hilltop Wealth and Tax Solutions, an RIA overseeing roughly $600M AUM; discussed building an integrated tax and wealth advisory model, acquisitions, tax planning processes, and client-growth strategies.
Best podcasts with Erik Brenner
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Feb 3, 2026 • 1h 30min
Ep 475: Adding Deeper Tax Planning Capabilities (And Generating More Google Reviews In The Process) To Grow To $600M Of AUM with Erik Brenner
Erik Brenner, CEO of Hilltop Wealth and Tax Solutions who oversees about $600M AUM, shares how he built an integrated tax and wealth model. He explains running a separate profitable tax business, a three-tier tax offering, and using dinner seminars to drive nearly half of new clients. He also covers tools, outsourcing complex tax work, and a system for generating more Google reviews.
Mar 16, 2026 • 55min
2466: The Family Office Model for Dentists and Physicians
Erik Brenner, CFP, founding partner/CEO of Hilltop Wealth and Tax Solutions and author of The Personal CFO Revolution, explains how to build a Personal CFO framework for high earners. He breaks down integrated tax mitigation versus mere deferral. Topics include coordinated planning for clinicians, opportunity zones, leveraged deductions, solar and oil & gas strategies, and planning for practice-sale windfalls.
