Hilary Hendershott

Hilary Hendershott Hendershott Wealth Management is a fee-only fiduciary-guided wealth management firm founded by Hilary

Hendershott Wealth Management is a fee-only fiduciary-guided wealth management firm founded by Hilary Hendershott. We are proud to be uniquely positioned as a female-focused Registered Investment Advisory firm. We work with women and couples wanting to make and keep more money, who aren’t satisfied with the status quo of feeling overlooked, underserved, and treated like we’re incapable of winning

with money. Hendershott Wealth Management provides investment portfolio management for our clients. Our Wealth Management Client Services include:

Financial Investment Services
>Positioning of investments within your employer-sponsored retirement plans, such as a 401(k), 401(a), 457, 403(b), and more.

>Detailed planning for all equity compensation, including RSUs, ESPP, ISOs, NSOs, etc.

>Detailed mortgage analysis and services, including analysis of amortization schedule, whether you should refinance, and referrals to Reverse Mortgage and traditional mortgage specialists. Financial Independence Services
>Income Analysis - We help you know what you need now and in the future.
>Distribution Strategy Review - We can recommend what may be the most appropriate distribution strategy for your future. This can help you maximize the amount of money you spend and preserve your nest egg. Tax Liability Insights
>Recommendations for tax-advantaged investments and solutions for new tax laws that can affect your situation.
>Review of your tax return and a complete report of your opportunities for minimizing income tax paid. We are available to work with your tax preparer to minimize your tax bill. Insurance Insights
>Insurance recommendations including home, life, health, long-term care, auto, and umbrella. We don’t sell insurance, but we know a thing or two about how it can work for you. Education Planning
>Calculations for how much you should save for education costs (including college). Student loans don’t have to be inevitable.
>Recommendations on the most appropriate type of education planning account for your financial future. Your Estate and Legacy Plans
>We offer compassionate, comprehensive guidance to help you know how to set up your estate and legacy for generations to come.
>We can connect with you, your heirs, and your family attorney to ensure everything is coordinated.
>Analysis and monitoring of your legacy plans, including:
>Monitoring account beneficiaries.
>Assistance in transferring assets to your family trust.
>Guidance with the necessary and appropriate steps in the event of the passing of someone you love. Take the first step with Hendershott Wealth Management by scheduling an initial call at https://hendershottwealth.com/contact/

Most investors focus on returns.But over time, taxes can have an even greater impact on your wealth than market performa...
05/12/2026

Most investors focus on returns.

But over time, taxes can have an even greater impact on your wealth than market performance.

That’s why our approach goes beyond traditional portfolio management.

We design strategies that help manage when and how taxes show up—so more of your returns stay invested and compounding.

Because it’s not just about what you earn.

It’s about what you keep.

If you’re curious how this approach works in practice, you can learn more here:
🔗 hendershottwealth.com/utewm



Disclaimer: All investing involves risk, including the potential loss of principal. There is no guarantee that any investment plan or strategy will be successful.
All written content in this post is for information purposes only. Opinions expressed herein are solely those of HWM, unless otherwise specifically cited.
All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

I’m honored to be named an Excellence Awardee in the annual InvestmentNews Awards. And nominated for their Advisor of th...
05/08/2026

I’m honored to be named an Excellence Awardee in the annual InvestmentNews Awards. And nominated for their Advisor of the Year (in the Regional – West division) to be awarded later this year.

This category was narrowed to a select group of advisors nationwide—an acknowledgment of the intentional, tax-aware work we do with our clients every day.

Grateful to be included among those shaping the future of advice.


Disclaimer: We were notified of this honor on 3/31/26. The period of time upon which the rating was based was: 01/01/2025-12/31/2025

The biggest threat to your wealth isn’t always the market.Sometimes, it’s fear.We see it most often around taxes—especia...
05/07/2026

The biggest threat to your wealth isn’t always the market.

Sometimes, it’s fear.

We see it most often around taxes—especially capital gains.

Holding onto stock you no longer believe in.
Delaying a business or home sale.
Avoiding diversification.

Not because it’s the best decision…
But because you don’t want the tax bill.

And over time, that hesitation can quietly cost more than the taxes ever would.

Because when fear drives your decisions, it limits your flexibility, your options, and your long-term growth.

The goal isn’t to avoid taxes at all costs.
It’s to manage them strategically—so you can move forward with clarity and confidence.

With the right plan in place, your money should support your life.
Not restrict it.



Disclaimer: All investing involves risk, including the potential loss of principal. There is no guarantee that any investment plan or strategy will be successful.
All written content in this post is for information purposes only. Opinions expressed herein are solely those of HWM, unless otherwise specifically cited.
All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

05/05/2026

There’s a point in your financial life where success starts to create constraints.

Not because you did anything wrong—
but because the stakes get higher.

We see this often with high earners holding concentrated stock:

The opportunity is clear.
The risk is clear.
But the path forward doesn’t feel simple.

Because every decision comes with a tradeoff—especially when taxes are involved.

And when the cost of acting feels just as heavy as the cost of staying put, it’s easy to pause.

That pause is where portfolios stay concentrated longer than they should.
It’s where momentum slows.

The goal isn’t just to grow wealth.
It’s to create options around it.

This clip breaks down why that tension exists—and what to think about next.

▶ Watch the full video:
🔗 Hendershottwealth.com/42326



Disclaimer: All investing involves risk, including the potential loss of principal. There is no guarantee that any investment plan or strategy will be successful.
All written content in this post is for information purposes only. Opinions expressed herein are solely those of HWM, unless otherwise specifically cited.
All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

Working with a financial advisor used to look like this:Drive across town.Sit in an office.Talk through your finances on...
04/30/2026

Working with a financial advisor used to look like this:

Drive across town.
Sit in an office.
Talk through your finances once or twice a year.

And for a long time, that was the standard.

But your financial life doesn’t happen in a conference room.

It happens in real time—
in between meetings, during big decisions, across different stages of life.

And the way you get advice should reflect that.

The real advantage of working with a virtual advisor isn’t just convenience.

It’s accessibility.
It’s consistency.
It’s having guidance that fits into your life—not the other way around.

Because the best financial planning doesn’t happen in a single meeting.

It happens through ongoing conversations, better timing, and decisions made with the full picture in mind.

The future of financial advice isn’t about where you meet.
It’s about how well your advisor understands your life.

04/28/2026

Consolidating your retirement accounts is often the right move.

Because when your assets are spread across multiple accounts, it becomes harder to see your full picture, coordinate your strategy, and make confident decisions.

Bringing accounts together can create clarity, reduce complexity, and give you more control over how your money is invested.

But here’s where it matters:

Not every account should automatically be moved.

Some plans offer strong investment options, lower costs, or unique benefits that are worth keeping.

So the goal isn’t always consolidation for the sake of simplicity.
It’s understanding what you gain—and what you might be giving up.

Because the right decision isn’t about having fewer accounts.
It’s about having a more intentional strategy.

▶ Watch the full video:
🔗 Hendershottwealth.com/41626

Disclaimer: All investing involves risk, including the potential loss of principal. There is no guarantee that any investment plan or strategy will be successful.
All written content in this post is for information purposes only. Opinions expressed herein are solely those of HWM, unless otherwise specifically cited.
All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

04/23/2026

There’s a moment that happens as your wealth grows…

The decisions get bigger.
The trade-offs get more complex.
And the margin for error gets smaller.

And yet, so many women quietly wonder:

“Should I be able to figure this out on my own?”

Working with a high-touch advisor who takes taxes seriously doesn’t mean you’re incapable.
It means you recognize that your financial life has reached a level where coordination, strategy, and experience matter.

Because the goal isn’t just strong investment performance (though that's definitely important).

It’s after-tax wealth that supports your independence, your flexibility, and your peace of mind.

If taxes are starting to feel like one of the biggest forces shaping your financial life — you’re not alone.

And you don’t have to navigate it alone either.

Watch the full video here:
👉 Hendershottwealth.com/4826



Disclaimer: All investing involves risk, including the potential loss of principal. There is no guarantee that any investment plan or strategy will be successful.
All written content in this post is for information purposes only. Opinions expressed herein are solely those of HWM, unless otherwise specifically cited.
All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

“Financial advisors aren’t worth the fee.”You’ve probably heard that.But here’s what’s rarely said:The biggest cost in y...
04/22/2026

“Financial advisors aren’t worth the fee.”

You’ve probably heard that.

But here’s what’s rarely said:

The biggest cost in your financial life usually isn’t the advisor.

It’s the results of decisions.

The ones made without full context.
The ones that feel small in the moment.
The ones that quietly compound over time.

Because as your wealth grows, the margin for error shrinks.

And one or two missteps can cost far more than advice ever will.

This isn’t about whether you can manage your money on your own.

It’s about whether you want to take full responsibility for getting every major decision right.

Because at a certain level, the stakes aren’t theoretical anymore.

04/13/2026

"Never pay for financial advice."

You’ve probably heard it.

But that advice assumes all financial situations—and all advisors—are the same.

They’re not.

Because as your wealth grows, financial decisions become more interconnected.
Taxes, timing, and long-term trade-offs start to matter more than any single investment.

That’s where real planning shows up.

It’s not just about what to do—
it’s about understanding the consequences of each decision before you make it.

And having someone who’s thinking ahead with you, not just reacting after the fact.

This clip is just the beginning of a bigger conversation about what that actually looks like.

▶ Watch the full video:
🔗 Hendershottwealth.com/4126

Disclaimer: All investing involves risk, including the potential loss of principal. There is no guarantee that any investment plan or strategy will be successful.
All written content in this post is for information purposes only. Opinions expressed herein are solely those of HWM, unless otherwise specifically cited.
All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

Many people don’t think they need a financial advisor.Until they hit a fork in the road.A big liquidity event.An inherit...
04/08/2026

Many people don’t think they need a financial advisor.

Until they hit a fork in the road.

A big liquidity event.
An inheritance.
A major career shift.
A complex tax decision.
A moment where the stakes suddenly feel… higher.

That’s when the question changes.

It’s no longer “Can I manage this myself?”
It becomes “Do I want to get this wrong?”

Because as your financial life grows, the cost of a misstep isn’t just a small mistake—it can follow you for years.

The real value of an advisor isn’t just in the plan.

It’s in having someone who’s been there before—
who helps you navigate the decisions that don’t come with clear answers.

And helps you avoid the ones you don’t see coming.

If you’re at a decision point and want a second perspective, we’re here to help you think it through.

🔗 hendershottwealth.com/contact

04/06/2026

One of the biggest threats to long-term wealth for women?

It’s not the market.

It’s taxes.

And most investors aren’t planning for them strategically.

This clip is just the beginning — in the full video, I break down why tax-aware investing matters and how it can change your long-term outcomes.

▶ Watch the full video:
🔗 Hendershottwealth.com/32526

Disclaimer: All investing involves risk, including the potential loss of principal. There is no guarantee that any investment plan or strategy will be successful.
All written content in this post is for information purposes only. Opinions expressed herein are solely those of HWM, unless otherwise specifically cited.
All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

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11 Municipal Drive, Ste 200
Fishers, IN
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