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/

09/16/2026

Your financial life shouldn’t depend on one investment, one source of income, or one strategy.

And I don’t believe your experience with a wealth management firm should depend on one person, either.

As Hendershott Wealth Management grew, I made an intentional decision not to build a firm where every client relationship depended entirely on me.

Instead, we’ve spent years building a team around shared planning and investment philosophies, collaborative processes, and a consistent standard of care.

The goal was to build a resilient firm.

Because your financial life will continue to evolve over decades. I believe the firm you trust to help manage it should be built to support you for decades, too.

I'm pulling back the curtain on why we intentionally built HWM this way and what that means for the clients we serve.

▶️ Watch the full video: hendershottwealth.com/82726

When asked what their money is for, most people start with a familiar answer.“Retirement.”“The kids’ college.”“To make s...
09/14/2026

When asked what their money is for, most people start with a familiar answer.

“Retirement.”

“The kids’ college.”

“To make sure I never run out of money.”

Those are important financial goals. But they’re only the beginning of the conversation.

What do you want retirement to actually look like? Where are you living? Who are you spending your time with? What are you finally making room to do?

What kind of legacy do you want your wealth to help create?

And perhaps one of the hardest questions:

What would “enough” look like for you?

Because the goal of financial planning isn't simply to accumulate as much money as possible. It's to make thoughtful decisions about what you want your wealth to make possible.

Those answers can influence how much you need to save, how you invest, when you retire, how much you give, what you leave behind, and even how much you can comfortably enjoy today.

These are the kinds of conversations we believe good financial planning should make room for.

Because before we can build the right financial strategy, we need to understand the life that strategy is meant to support.

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.

Scary financial headlines have a way of making even disciplined investors wonder:"Should I be doing something?"Sometimes...
09/11/2026

Scary financial headlines have a way of making even disciplined investors wonder:

"Should I be doing something?"

Sometimes the risks behind those headlines are very real. Stocks can become expensive. Interest rates change. Inflation, government deficits, geopolitical events, and new technologies can all affect markets.

But a risk being real does not automatically mean your investment strategy is wrong.

A well-designed financial plan shouldn't depend on accurately predicting what markets will do next. It should be built with the expectation that conditions will change, uncertainty will show up, and markets will occasionally give investors very good reasons to feel nervous.

That’s the difference between reacting to uncertainty and preparing for it.

Before a scary headline convinces you that something needs to change, ask a different question:

"Has something fundamentally changed in my financial plan, goals, or investment strategy?"

If the answer is no, the smartest response may be to keep doing exactly what your plan was designed to do.

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.

09/10/2026

You spent decades doing what you were told to do: saving consistently, investing for the future, and taking advantage of tax-deferred retirement accounts.

Then required minimum distributions (RMDs) arrive.

For investors with substantial IRA balances, RMDs can create a tax problem they may not have anticipated. Larger taxable distributions can affect your tax bracket, Medicare premiums, and how much of your Social Security is taxable.

And once RMDs begin, you have fewer options for controlling when that taxable income shows up.

That’s why planning for RMDs shouldn’t begin when you’re required to take them.

The years before RMDs begin can create an important planning window to think strategically about Roth conversions, future taxable income, and how your various financial decisions work together.

In the full video, I explain why large IRAs can create an unexpected tax challenge in retirement and how a more coordinated approach can give you greater control over when and how taxes show up.

▶️ Watch the full video: hendershottwealth.com/81326

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 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.

Address

11 Municipal Drive, Ste 200
Fishers, IN
46038

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Tuesday 9am - 5pm
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