We help you invest wisely and stay secure.

We turn complexity into calm with personalized strategies that align your money with your goals—now and for the long run.

Wealth Management for Women

Steady Through
Every Season

Schedule a Call

100% Virtual Across the United States

As Featured On

Financial Planning & Investment Management

for High-Net-Worth Women and Couples

5 year client retention rate

1 %

Households Served Across 28 States

1 +

in assets managed (as of 12/31/24)

$ 1 M

Years Average Senior Advisory Experience

1 +

Meet our Highly Experienced Team of Financial Advisors

You don’t want just a wealth manager. You need a true financial partnership.

As fee-only fiduciary financial advisors, our premier client services take care of all your comprehensive financial needs.

Tax Planning & Optimization

✔️ We proactively review your tax return and offer a report of your opportunities to minimize income tax.

✔️ We will work with your tax preparer to minimize your tax bill.

✔️ We include tax-advantaged investments in your taxable portfolio and solutions for new tax laws that can affect your situation.

Ultra Tax Efficient Wealth Management^SM

✔️ We are excited to be offering a new kind of Ultra Tax Efficient Wealth Management^SM strategy. While only suitable for select investors, adding smart tax awareness to wealth management can supercharge the power of compound returns and greatly enhance long-term wealth building.

✔️ The strategy is designed to generate consistent tax losses alongside market-like portfolio returns using a sophisticated market-neutral long-short portfolio overlay that harvests tax losses at the security level. It offers the greatest benefits to business owners, entrepreneurs and early start-up employees, and investors with significantly appreciated assets.

Investment Portfolio Construction

✔️ You receive evidence-based, well-diversified portfolios designed to support your unique needs, time horizon and risk tolerance.

✔️ You receive reviews and recommended re-allocations of investments within your employer-sponsored retirement plans.

✔️ We perform ongoing rebalancing using a proactive approach to tax planning that seeks to minimize your tax liability over time and provide detailed tax and diversification planning for all equity compensation you may receive.

Retirement Income Generation

✔️ Get flexible and effective retirement plans – that are evidence and research based – giving you the freedom to design your retirement in ways that fit your life, resources, abilities and desires.

✔️ Receive comprehensive advice on insurance, taxes, spending, saving, employer benefits, Social Security, Medicare, education planning, real estate, and inflation, which serves to keep you on the right path.

Estate Planning

✔️ You receive compassionate, comprehensive guidance to help you set up your legacy for generations to come.

✔️ We analyze and monitor your legacy plans, including monitoring account beneficiaries and assisting in transferring assets to your family trust.

✔️ We help you navigate the necessary steps in the event of the passing of someone you love.

Insurance

✔️ We will show you how to transfer, minimize and avoid meaningful risks – protecting your assets from losses and liability.

✔️ We guide you through home, life, health, long-term care, auto, and umbrella insurance.

Testimonials

How We’ve Financially Helped Our Clients

❝
She is more communicative and direct than any other financial planner we've ever had, and I love that she proactively contacts us when there's big news, rather than waiting for us to freak out or call her.

- Maria R., current client ⭐⭐⭐⭐⭐

❝
I had phobias about investing, but with these ladies I am comfortable doing it because they actually took the time to explain it to me. Once I got the basics, I couldn't believe the amounts of money I have missed out on because I had not been investing.

- Yes N., current client ⭐⭐⭐⭐⭐

❝
Hilary and her team at Hendershott Wealth have been managing our investments for the past 6 years and we couldn't be more pleased with the results. The service they provide is 5+* and they're a pleasure to work with. We highly recommend Hilary and team.

- Dave M., current client ⭐⭐⭐⭐⭐

❝
We now have a plan that has an 85% chance of never having to be altered. Seeing this plan on paper, provided us with all the confidence we needed to retire. We highly recommend Hilary and her excellent team.

- Jeff E., current client ⭐⭐⭐⭐⭐

❝
Within a few months, my husband started seeing how he could save money for the future and pay down our debt. After a year, he had set up savings for vacations, home improvements and taxes! Even better, we had stopped fighting about our finances and haven't had a fight about them since then.

- Katie L., former client ⭐⭐⭐⭐⭐

❝
After the coaching program ended, we finally had the courage to take our retirement accounts (which were earning terrible to no returns) and invest them with HWM. The accounts have done beautifully and Hilary and her team provide all the knowledge and perspective we need to weather market downturns as they occur and then ride them back up.

- Laura B., current client ⭐⭐⭐⭐⭐

❝
Not sure what else to say but there is nobody on earth I would trust more than Hilary and her team. They are wonderful to work with, thorough, thoughtful, and take care of [us] and our future. We love them.

- Aaron H., current client ⭐⭐⭐⭐⭐

Our Process

Our meeting process is designed to assess mutual fit. While all three steps are complimentary, they are intentional and structured to determine whether our services align with your unique financial situation and long-term objectives. There’s no obligation to work with us – this is simply starting the conversation.

Step One

20-Minute Introductory Call

This initial call allows us to learn about you to ensure your financial needs match our services & expertise. It’s about assessing mutual potential for a meaningful partnership.

Step Two

Discover Meeting

This 60-minute virtual meeting helps us build a meaningful financial plan that can evolve with you. We’ll ask you to securely send relevant financial documents beforehand to ensure a focused and productive conversation.

Step Three

Investment Plan Meeting

In this 60-minute virtual meeting, we present a tailored investment plan that maximizes your chances of achieving what is important to you. We’ll be transparent about our process, our firm, and what it’s like to be a client. This meeting is designed to help both parties make an informed decision about moving forward.

Ready to financially thrive with a wealth management team you can trust?

Our services are designed for high-net-worth individuals and families who value a strategic, long-term approach to wealth management. If this sounds like you, we invite you to take the first step by scheduling an introductory call.

This is your opportunity to gain fresh, new energizing possibilities from a feminine-guided perspective on investing.