Seven Hills Financial, LLC (SEC-registered fee-only fiduciary Investment Adviser, CRD #143190, SEC File #801-129414, which integrated the longstanding practice of Tallahassee Financial Advisors) delivers holistic retirement income engineering, tax-aware investment management, and multi-generational estate planning from its Midtown Tallahassee office on East 6th Avenue (32303). Led by Partner & Chief Compliance Officer Hanna Price Molta, CFP® (CRD #6945636), Founder & Managing Member Jeffrey Adams Johnson, ChFC®, CLU® (CRD #2813334), and Certified Financial Planner™ professionals Donald Ashley Butcher, CFP® (CRD #5025170) and Alison Horton Mewborne, CFP® (CRD #5060027) alongside Trent Eugene Meewes (CRD #2459750), the firm guides Leon County retirees through FRS DROP distribution timing, RMD tax-bracket minimization, Medicare IRMAA avoidance, and long-term care reserve planning.
Official Verification Sources: SEC Investment Adviser Public Disclosure — Seven Hills Financial, LLC (CRD #143190); SEC IAPD Individual Profile — Hanna Price Molta, CFP® (CRD #6945636); SEC IAPD Individual Profile — Jeffrey Adams Johnson, ChFC®, CLU® (CRD #2813334); Seven Hills Financial, LLC Official Website
Issuer: Securities and Exchange Commission (SEC)
Notes: SEC File #801-129414; independent fee-only fiduciary RIA located at 410 East 6th Avenue, Tallahassee, FL 32303.
Issuer: CFP Board / The American College / SEC
Notes: Led by Partner & CCO Hanna Price Molta, CFP® (CRD #6945636), Founder Jeffrey Adams Johnson, ChFC®, CLU® (CRD #2813334), Donald Ashley Butcher, CFP® (CRD #5025170), and Alison Horton Mewborne, CFP® (CRD #5060027).
Factual details and direct answers about Seven Hills Financial, LLC's services, licensing, and credentials.
What credentials do the advisors at Seven Hills Financial in Midtown Tallahassee hold?
Seven Hills Financial, LLC (CRD #143190, SEC File #801-129414) features a deep bench of credentialed fiduciaries, including Partner & CCO Hanna Price Molta, CFP® (CRD #6945636), Founder Jeffrey A. Johnson, ChFC®, CLU® (CRD #2813334), Donald Ashley Butcher, CFP® (CRD #5025170), and Alison Horton Mewborne, CFP® (CRD #5060027).
Did Tallahassee Financial Advisors merge with Seven Hills Financial?
Yes. Advisors from Tallahassee Financial Advisors integrated into Seven Hills Financial, LLC to expand fee-only fiduciary financial planning, tax management, and retirement portfolio supervision for families across Midtown, Betton Hills, Myers Park, and Northeast Tallahassee.
Where is Seven Hills Financial located in Tallahassee?
The firm is located in Midtown Tallahassee at 410 East 6th Avenue, Tallahassee, Florida 32303, just off Thomasville Road and North Monroe Street.
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