Experienced
Hamilton, Manor and Associates is a Registered Investment Advisor and an independent tax and wealth management firm. We draw on decades of experience and have access to financial products and strategies that enable us to provide effective strategies to help people like you progress toward your personal financial goals.
Trustworthy

If you’re like most people, you don’t have the time to follow the markets closely and stay up on the legislative changes that may affect you. We provide objective advice, based on a thorough understanding of your unique circumstances. Trust is built not by selling you a product, but by helping you make progress toward your financial goals, year after year.

Comprehensive

Our process is comprehensive. We provide you guidance with risk, income and investment management. Also, tax, retirement, and estate planning.

We adhere to strategies and methods shared by others in the industry to address potential problems and point out untapped opportunities. These ideas are then prioritized and integrated into a set of recommendations that result in a fully integrated and comprehensive plan. We work cohesively with other dedicated professional firms to assist us in working toward achieving our client’s goals.

Proactive

We don’t stop once the plan has been created. We proactively contact our clients for periodic reviews to adjust your plan if needed to help ensure that it remains on track. We contact our clients with regards to timely financial matters so they don’t slip through the cracks.

We’re on your side!

Our Team
Keith Hamilton, CFP®

Keith Hamilton, CFP®

Financial Advisor

Keith is president of Hamilton, Manor & Associates, a Registered Investment Advisory firm, and a Financial Advisor with LPL Financial. Keith has been a CERTIFIED FINANCIAL PLANNER™ professional since 1991 and is a member of The Financial Planning Association. He has had his Life, Health and Disability insurance license with the State of California since 1986. He has been a licensed tax preparer with the State of California since 1985 and a member of the California Society of Certified Public Accountants*. His practice specialty is investment management and income and estate tax reduction strategies.

Prior to his financial services career, Keith was a computer programmer for Cubic Corporation. He graduated from Oregon State University in 1984 with a Bachelor of Science degree in Accounting and a Bachelor of Science degree in Computer Science. He relocated to San Diego in 1984 and currently is a resident in the community of La Jolla. He is married to his wife, Wendy, and has two children, Reed and Brandon. In his spare time, Keith enjoys playing tennis and golf and listening to live music.

*Tax services are not provided by LPL Financial

NATHAN MANOR, CFP®

NATHAN MANOR, CFP®

Financial Advisor

Nathan is Vice President and Chief Compliance Officer of Hamilton, Manor & Associates. Before joining Hamilton, Manor & Associates in 2014 he had past experience with multiple San Diego tax and wealth management firms. Nathan is a CERTIFIED FINANCIAL PLANNER™ and has his Series 7 registration held with LPL Financial and his Series 66 registration with Hamilton, Manor & Associates.

He also has his California Life and Health insurance license and is a licensed tax preparer with the State of California.*

Prior to his financial services career, Nathan graduated from San Diego State University where he earned a Bachelor of Science degree in Financial Services and his Personal Financial Planning Certificate.

Nathan resides in San Diego with his wife, Anna, and their son, Joshua. Together they enjoy travelling to new places, hiking with their dog, Sir Humphrey, and volunteering for Meals on Wheels. In his spare time, Nathan enjoys playing golf and snowboarding with friends and family.

Nathan Manor is a Registered Representative with, and securities are offered through, LPL Financial, Member FINRA/SIPC. Investment advice offered through Hamilton, Manor & Associates, a registered investment advisor and separate entity from LPL Financial.

*Tax services are not provided by LPL Financial

Melissa Mason

Melissa Mason

Operations Manager

Melissa joined Hamilton, Manor & Associates in 2013 as a Client Services Associate and now serves as our Operations Manager. Melissa assists with our investment portfolio management services and implementing industry regulations and compliance for the team. She continues to service our client accounts.

Melissa enjoys making memories with her husband, Brad, and her son, Bryce, traveling, relaxing at the beach and cheering for the San Diego Padres and the Buffalo Bills.

Rachel Clinefelter

Rachel Clinefelter

Client Services Associate

Rachel joined Hamilton, Manor & Associates in 2017 as a Client Services Associate after managing the operations for a North County company for over 3 years. Her responsibilities include assisting with our new and existing client accounts, our investment portfolio management services and tax preparation.

In her spare time, Rachel enjoys traveling, listening to live music and spending time with her family
and friends.

Shaina ONeil

Shaina ONeil

Client Services Associate

Shaina joined Hamilton, Manor & Associates in 2023 as a Client Services Associate after managing Data Systems and Analytics with Kahler International for 6 years. Her responsibilities include managing the business administrative and industry compliance activities, client appointment scheduling, and insurance case processing.

In her spare time, Shaina enjoys camping, going to the beach, creating artwork, and is studying for her Clinical Herbalist and Naturopathic Doctor’s certification.

Professional Affiliations