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Hilary Hendershott

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Hilary Hendershott

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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/

10/21/2026

Early in my career, I was mistaken for an administrative assistant and asked whether my father let me talk to clients.

Yes, that actually happened.

I spent years watching an industry that seemed more interested in talking about markets and portfolio performance than understanding the people sitting across the table.

And I noticed something else: women weren't always being included in those conversations.

When I founded Hendershott Wealth Management in 2014, I wanted to build something different.

What started as a commitment to serving women became the foundation for how we hire, how we develop expertise, and how we deliver financial advice.

And it taught me something important about growing a business: Your niche shouldn't simply change your marketing. It should change how you operate.

I'm excited to share my first article in InvestmentNews, where I reflect on the decisions that shaped HWM, what we've learned along the way, and why I believe meaningful specialization can be a powerful growth strategy.

I'd love for you to read it!

🔗 Read my article in InvestmentNews: http://hendershottwealth.com/investmentnews-women

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.

10/19/2026

Should you pay off your mortgage or keep the money invested?

It sounds like a math question. And sometimes, it is.
Your mortgage rate, remaining loan term, liquidity needs, time horizon, potential tax deduction, and the opportunity cost of pulling money out of your portfolio can all influence the answer.

But sometimes the numbers don’t point to one obvious choice.
That’s when the conversation becomes much more personal.

For some people, eliminating a mortgage before retirement provides a sense of freedom and security that matters more than maximizing potential returns. For others, maintaining liquidity and keeping more money invested may better support their long-term goals.

Good financial planning considers the math and the life you want your money to support.

Watch the full video to learn how we help clients think through the decision:
hendershottwealth.com/91726

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.

10/16/2026

Your investment return is only part of the story.

What matters is how much of that return you actually get to keep.

Taxes can quietly reduce investment returns over time, which is why tax planning and investment planning shouldn’t happen in separate conversations.

A tax-aware investment strategy considers things like which investments are held in which accounts, when gains are realized, opportunities to offset gains with losses, and how today’s investment decisions could affect your future tax bill.

The goal isn’t simply to earn a return.

It’s to build wealth as tax-efficiently as possible.

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.

10/15/2026

What should working with a financial advisor actually feel like?

You should know who to call when a question comes up. You should understand where you stand and what comes next. And when life presents a major financial decision, you shouldn’t feel like you have to navigate it alone.

At Hendershott Wealth Management®, financial planning is an ongoing relationship.

During your first year, our team gets to know the details of your financial life, identifies opportunities, helps you prioritize what matters most, and works alongside you to put your plan into action. And as your life evolves, your financial strategy evolves with it.

In our latest video, Senior Advisor Jen Rupp takes you behind the scenes of what you can expect during your first year as an HWM client.

Watch the full video: hendershottwealth.com/91026

10/08/2026

Your financial advisor meeting shouldn’t require two calendars, a commute, and half a day out of the office.

For busy couples, even finding time to sit down together and talk about money can be a challenge. Add an in-person advisor meeting to the mix, and suddenly an important conversation becomes one more logistical hurdle.

That’s one of the advantages of working with a virtual financial advisor.

You can meet from home, the office, or wherever life has you that day. Both partners can be part of the conversation, review the plan together, ask questions, and make important financial decisions without rearranging an entire day to make it happen.

At Hendershott Wealth Management®, virtual doesn’t mean less personal. It means making thoughtful, ongoing financial planning easier to fit into your actual life.
Because managing your wealth is important. Getting to the meeting shouldn’t be the hard part.

Ready to meet your virtual advisory team?

Book a complimentary Discover Meeting: Hendershottwealth.com/contact

10/07/2026

Retirement planning isn’t one big decision you make right before you retire.

It’s a series of decisions that change depending on where you are in the journey.

Years out, you may be focused on building wealth and creating flexibility. As retirement gets closer, the questions become more specific:

How much will your lifestyle actually cost? Where will your income come from? How will taxes affect what you have available to spend? When should you claim Social Security? Is your plan prepared for the unexpected?

Knowing what to focus on now can make the path forward feel much clearer.

Our free How Close Am I to Retirement?
Guide includes retirement countdown checklists designed for different stages, plus guidance to help you think through spending, income, taxes, healthcare, and the risks that can impact your plan.

You don’t need to solve every retirement decision today. You need to focus on the right decisions for where you are now.

Download your free Retirement Guide: Hendershottwealth.com/retire

10/06/2026

A financial plan shouldn’t depend on life going exactly according to plan.

Careers change. Families evolve. Tax laws shift. New opportunities emerge. And the financial decisions that made sense a few years ago may need to be revisited today.

That’s why we view financial planning as an ongoing process, not something you set once and leave unchanged.

At Hendershott Wealth Management, our advisors collaborate on important planning decisions, bringing different experiences and perspectives to the table before recommendations are finalized. The goal is to build a strategy that can evolve with you and continue supporting the decisions you make along the way.

Watch the full video to see how our team approaches the financial planning process:

hendershottwealth.com/9326

10/02/2026

Being a virtual wealth management firm doesn't mean our clients are working with an advisor alone behind a computer screen.

Quite the opposite.

Behind every HWM client relationship is a team of people collaborating on the decisions that shape their financial lives.

Your advisor knows you personally and understands your goals. But they also have a team behind them bringing additional expertise and perspective to your planning, investment strategy, tax decisions, and the opportunities and challenges that arise along the way.

That collaboration is intentional.

We've built Hendershott Wealth Management to combine the personal relationship you should expect from your financial advisor with the depth and resources of an experienced wealth management team.

And because we're virtual, we're able to serve clients across the country without allowing geography to determine who gets access to that expertise.

You don't need an advisor who happens to have an office nearby.

You need a financial team built to understand the complexity of your wealth and help you make better decisions with it.

If that’s the kind of wealth management relationship you’re looking for, let’s start a conversation.

📞 Schedule a complimentary call with our team at hendershottwealth.com/contact

09/30/2026

The best financial advisors I know didn’t choose this profession because they love spreadsheets.

They chose it because they love helping people navigate the decisions and transitions that shape their lives.

That’s something I’ve thought deeply about as Hendershott Wealth Management has grown.

I want our clients to have an advisor who knows them personally, understands what matters to them, and is there to celebrate the victories and help navigate the challenges.

But I also want that advisor to have an entire team behind them.

That’s why we’ve built HWM around deep client relationships AND collaboration behind the scenes.

You have an advisor who knows you. And you have a team bringing shared expertise, perspective, and care to your financial life.

To me, that’s what great wealth management should look like.

▶️ Watch the full video: hendershottwealth.com/82726

09/28/2026

Knowing how much you need to retire is important.

But reaching your retirement number is only one part of building a retirement plan.

You also need to think about:

How will taxes affect the income you actually get to spend?

Where will your retirement income come from, and in what order should you draw from different accounts?

How could inflation and healthcare costs change what you need?

Is your portfolio positioned appropriately for the transition from accumulating wealth to living from it?

And how do you protect the wealth you want to preserve for the people and causes you care about?

These decisions become increasingly interconnected as retirement gets closer.

That’s why we created our free retirement guide, **How Close Am I to Retirement?**

It will help you think beyond a single retirement number and start evaluating the different pieces that can determine how confidently you enter retirement.

📘 Download your free copy at hendershottwealth.com/retire

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

Opening Hours

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

Website

https://www.hendershottwealth.com/

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