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/

One of the most challenging parts of investing has nothing to do with numbers.It's emotions.When markets are rising, con...
06/17/2026

One of the most challenging parts of investing has nothing to do with numbers.

It's emotions.

When markets are rising, confidence grows.
When markets are falling, fear takes over.

The challenge is that our emotions often push us toward short-term reactions when our goals require long-term thinking.

The goal isn't to ignore your feelings.

It's to recognize them, learn from them, and avoid letting them make your decisions for you.

You can feel nervous and still stay committed to your plan.

You can feel uncertain and still make intentional choices.

Because successful investing isn't about eliminating emotion.

It's about learning how to work with 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.

06/15/2026

You can be successful on paper and still feel financially unsettled.

And for many high-earning women, that's exactly what happens.

You've worked hard.
You've saved.
You've invested.
You've made responsible decisions.

Yet there's still a lingering question in the background:

""Is it enough?""

What I've learned after thousands of conversations with women is that financial anxiety isn't always a sign that something is wrong.

Often, it's a sign that you're carrying a tremendous amount of responsibility.

The answer isn't necessarily more income, a bigger portfolio, or the ""perfect"" investment strategy.

It's clarity.

Because when your investments, taxes, cash flow, and long-term goals are working together, uncertainty becomes easier to manage.

That's when financial planning stops feeling like pressure and starts feeling like support.

▶ Watch the full video:
🔗 hendershottwealth.com/52826

If this resonates and you'd like help creating more clarity around your own financial life, we'd love to talk.

📲 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.

A lot of people think retirement planning starts when you’re “close” to retirement.In reality, the earlier question is:D...
06/05/2026

A lot of people think retirement planning starts when you’re “close” to retirement.

In reality, the earlier question is:
Do you actually understand what retirement will require from your wealth?

Not just financially.
Emotionally.
Practically.
Lifestyle-wise.

Because retirement isn’t only about reaching a number.
It’s about understanding what kind of life your assets need to support—and whether your current trajectory aligns with that vision.

That’s why we created our Retirement Guide.

It’s designed to help you:
• Think more intentionally about retirement
• Identify potential planning gaps
• Better understand your retirement number
• Approach your next chapter with greater clarity

Because clarity creates better decisions.

Download the guide:
hendershottwealth.com/retirement

06/02/2026

Most startup employees spend years focused on one goal:

The exit.

The IPO.
The acquisition.
The moment their equity finally becomes real wealth.

But what many people don’t realize is that liquidity alone doesn’t automatically create freedom.

Without planning, a major liquidity event can create concentration risk, limited flexibility, and a tax burden that changes what’s actually possible afterward.

That’s why the most important planning often happens before your equity becomes liquid—not after.

Because the goal isn’t just to build wealth.

It’s to create options, flexibility, and the ability to use that wealth intentionally once the moment arrives.

▶ Watch the full video:
🔗 http://hendershottwealth.com/51426


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–and all examples are hypothetical, not reflective of actual executed transactions or client experiences.

The realized tax benefits associated with tax-aware strategies may be less than expected or may not materialize due to the economic performance of the strategy, an investor’s particular circumstances, prospective or retroactive change in applicable tax law, and/or a successful challenge by the IRS. In the case of an IRS challenge, penalties may apply.
There is a risk of substantial loss associated with trading commodities, futures, options, derivatives and other financial instruments. Before trading, investors should carefully consider their financial position and risk tolerance to determine if the proposed trading style is appropriate.

When trading these instruments, one could lose the full balance of their account. It is also possible to lose more than the initial deposit when trading derivatives and using leverage. All funds committed to such a trading strategy should be purely risk capital.
Investment minimums apply. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation.

05/28/2026

One of the quietest signs of progress with money is when you stop feeling like you need to react to everything.

There’s more confidence.
More perspective.
More trust in the process.

Because wealth isn’t built from one big decision. It’s built from many decisions working together over time.

▶ Watch the full video at: Hendershottwealth.com/5726

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.

05/21/2026

Most high-income investors don’t have a tax problem.

They have a timing and strategy problem.

Because when it comes to capital gains, the biggest decisions are rarely obvious in the moment.

Hold too long, and you stay concentrated.
Sell without a plan, and the tax bill follows.
Chase the wrong strategy, and you may trade one risk for another.

Tax planning isn’t about avoiding taxes altogether.
It’s about understanding which taxes are inevitable, which can be minimized, and which can be managed over time.

And more importantly—how those decisions fit into your broader financial picture.

Because the goal isn’t just to build wealth.

It’s to keep it, use it, and make decisions with intention along the way.

▶ Watch the full video:
🔗 hendershottwealth.com/5126



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.

05/18/2026

I shared this in a past conversation, and it’s been on my mind again recently.

When I was asked what I’d want most for my daughter, my answer came quickly:

Freedom.

Not just financial freedom—
but the freedom to think for herself.
To make her own choices.
To live a life that feels aligned with who she is, not who she thinks she’s supposed to be.

Because wealth, at its best, isn’t just about what you accumulate.

It’s about what it allows you to experience.
The options it creates.
The life it supports.

Revisiting this conversation reminded me how much this still matters.

▶ Watch the full episode:
🔗 hendershottwealth.com/285




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.

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