Hilary Hendershott (CFP®, MBA)
Hilary Hendershott focuses in the
following client markets or areas of practice:
- AUM
- Business Owners
- Entrepreneurs
- Financial Psychology/Coaching
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- AUM
- Business Owners
- Entrepreneurs
- Financial Psychology/Coaching
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
Planning Specialties
Our team of fee-only fiduciary advisors offer retirement planning, equity compensation planning, tax liability strategies, risk management & insurance insights, estate planning, and more. Our mission is to help our clients achieve financial freedom: when your assets or business interests can replace your earned income for the rest of your life, and you can work when you want to, not because you have to. We want you to be in control of your life and choices–which are rooted in purpose and possibility. You deserve to have a team you can trust to prepare for all of life's transitions and milestones. We’ll help you align your money momentum with your values and goals for the future.
Additional Information
In 2014 the financial landscape looked very different. There was an ongoing epidemic of the ol’ boys club of money advisors talking over or down to women, and it was time for change. That’s what led HWM founder, Hilary, to start Hendershott Wealth Management: There was a clear need for financial advisors who had the best interests of women at the forefront, and saw the advisor-client relationship as more than just a transaction. Hilary wanted to see women wealthy, empowered, and free to make choices that allow them to thrive–independently or in a partnership. That has changed a lot in the last ten years and options are easier to come by if you need an advisor who understands how to work with women. It’s been incredible to witness this sea change, and we can’t wait to be a continued part of that movement. Together, we can shift the conversation about wealth from shame, scarcity, and limiting outcomes to mutually empowered success–where people are in right relationship with wealth.
NAPFA Start Date
January 05, 2018
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