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/

A more complicated investment isn’t automatically a better investment.Private equity, private credit, hedge funds, and o...
09/09/2026

A more complicated investment isn’t automatically a better investment.

Private equity, private credit, hedge funds, and other alternative investments can sound appealing precisely because they feel exclusive and sophisticated.

And sometimes, they absolutely can add value to a portfolio.

But complexity alone isn’t a reason to invest.

Before adding any investment to a portfolio, one very important question to ask is:

"What is the investor actually likely to keep after fees and after taxes?"

An investment can deliver an attractive headline return and still become much less compelling once you account for higher fees, taxes, limited liquidity, and added complexity.

Sometimes the right solution is sophisticated.

Sometimes it’s surprisingly simple.

The goal isn’t to own the most impressive-sounding investments. It’s to build a portfolio designed to help you accomplish what your wealth is actually for.
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.

Think beyond the balance sheet. A powerful money mindset means you’re not just counting dollars—you’re counting on yours...
09/04/2026

Think beyond the balance sheet. A powerful money mindset means you’re not just counting dollars—you’re counting on yourself.

It’s time to believe in your ability to make wealth happen.

08/31/2026

There’s no universal number that indicates you’re “on track” for retirement.

What matters is whether what you’ve built—and what you’re doing today—can realistically support the future you want.

That’s why your 40s can be such an important time to stop guessing and start measuring. You may discover there are adjustments worth making while you still have plenty of time for them to matter. Or, you may find out you’re in a much stronger position than you thought.

Either way, knowing gives you options.

Watch the full video to learn what to consider when evaluating your retirement readiness in your 40s.

▶️ Watch the full video: hendershottwealth.com/8626

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.

DIY-ing your finances may be costing you more than you think.Avoiding fees might be the most expensive choice you make.P...
08/28/2026

DIY-ing your finances may be costing you more than you think.
Avoiding fees might be the most expensive choice you make.

Plenty of smart, capable people try to manage wealth on their own.
But as your financial life grows, so does the complexity — and mistakes scale with your assets.

A fiduciary advisor can help you:
• Minimize unnecessary taxes
• Structure accounts for long-term efficiency
• Invest using evidence, not emotion
• Coordinate with your CPA and attorney so nothing slips through the cracks
• Build a plan that supports your goals, values, and lifestyle

When your financial world becomes more layered, the real cost isn’t the fee — it’s missed opportunities, hidden tax consequences, and avoidable risks.

You don’t have to manage it all alone.

Learn how we help individuals and couples build and protect long-term wealth:
hendershottwealth.com/contact

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.

08/26/2026

As your wealth grows, investment returns matter, but how much you actually get to keep matters more.

For many high earners, taxes become one of the biggest—and often least intentionally managed—costs in their portfolio. And while some of the tools designed to address that can look complex from the outside, complexity isn’t necessarily a reason to dismiss them.

Sometimes, it’s what allows you to navigate the tax code more efficiently.

Watch the full video to learn how tax-aware investing works, why implementation matters, and when more sophisticated approaches may be worth exploring.

▶️ Watch the full video: hendershottwealth.com/73026

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.

At Hendershott Wealth, we believe in the power of connection. 🤝Your financial journey doesn’t have to be a lonely one. W...
08/24/2026

At Hendershott Wealth, we believe in the power of connection. 🤝

Your financial journey doesn’t have to be a lonely one. We’re here to provide the support, guidance, and partnership you need to reach your goals. Together, we can create a plan that reflects your values and helps you thrive.

Your financial freedom is within reach, and we’re here to help you every step of the way.

Let’s connect and start your journey to financial independence.

What does financial freedom look like for you?Is it...✔ Your lifestyle fully funded without compromise.✔ The ability to ...
08/21/2026

What does financial freedom look like for you?

Is it...
✔ Your lifestyle fully funded without compromise.
✔ The ability to explore opportunities—whether business, travel, or legacy building—without hesitation.
✔ A sense of calm, knowing your wealth is protected and poised for growth.

If this resonates, ask yourself: ""Am I truly experiencing financial freedom?""

If the answer is no, let’s explore what’s holding you back.

At our practice, financial freedom isn’t just a goal—it’s the standard we aim to deliver for every client. Our approach is tailored for individuals like you, who are ready to elevate their wealth strategy and legacy.

No obligation. Just clarity. If you're ready to take the next step, let's begin the conversation.

Head over to Hendershottwealth.com/contact to book a call today.

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.

We’ve always believed that strong relationships are at the core of smart financial planning.Now we’ve got the numbers to...
08/19/2026

We’ve always believed that strong relationships are at the core of smart financial planning.

Now we’ve got the numbers to back it up:
Over the past 5 years, we’ve retained 95% of our clients.

That’s not a typo — it’s a reflection of how we do things around here.

So, what does a number like that actually mean?

✔️ We’re building relationships that last
✔️ We’re providing real value, year after year
✔️ Our clients trust us through every market cycle

Trust is easy to promise. Harder to prove.
But that 95% tells a story — one of consistency, care, and showing up when it matters most.

Here’s how we do it:
→ A strong team
→ Systems that deliver
→ A deep understanding of our clients’ goals
→ Transparent conversations
→ And support that doesn’t stop when the markets shifts

At Hendershott Wealth Management, we don’t just manage portfolios — we build long-term partnerships rooted in trust. And that retention rate? It’s proof we’re doing something right.

One of the biggest misconceptions about retirement is that work has to stop the day you retire.For many people, that's e...
08/17/2026

One of the biggest misconceptions about retirement is that work has to stop the day you retire.

For many people, that's exactly the goal. But for others, retirement looks a little different.

We've seen clients choose to consult, teach, serve on boards, pursue passion projects, or simply work a few hours a week doing something they enjoy.

The income isn't always about needing the money.

Sometimes, it's about giving your retirement plan more flexibility.

Even an additional $20,000–$30,000 per year during the first several years of retirement can reduce the amount you need to withdraw from your investment portfolio during one of the most important periods of retirement.

Why does that matter?

Because the early years of retirement can have an outsized impact on how long your portfolio lasts. Having another source of income—even temporarily—can help preserve your investments and provide greater peace of mind when markets become volatile.

And the benefits often extend beyond your finances.

Many retirees find that continuing to work on their own terms provides purpose, connection, and structure during a major life transition.

Retirement doesn't have to be all or nothing. The best retirement plans are built around the life you want to live—not someone else's definition of retirement.

If you're planning for retirement in the next 5–10 years, our Retirement Guide can help you think through the financial decisions that matter most.

Download your free copy here: Hendershottwealth.com/retirement

08/14/2026

The most expensive financial mistakes aren't always measured in dollars.

They're measured in time.

A single decision can delay retirement.
Postpone financial independence.
Or cost you years of the life you've been working so hard to build.

That's why there comes a point when the question is no longer:

"Can I manage my investments myself?"

It's:

"Should I still be doing this myself?"

As your wealth grows, the stakes grow with it. Your financial life becomes more complex, and the cost of getting one important decision wrong can be far greater than many people realize.

Protecting wealth requires a different mindset than building it.

▶ Watch the full video:
🔗 hendershottwealth.com/72326


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.

Address

11 Municipal Drive, Ste 200
Fishers, IN
46038

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Tuesday 9am - 5pm
Wednesday 9am - 5am
Thursday 9am - 5am
Friday 9am - 5am

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