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Hilary Hendershott

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Fishers, IN
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/

12/23/2025

Some episodes age — this one holds up.

As we head into year-end, we’re resurfacing one of our most-loved conversations on end-of-year financial routines — because the habits that build and protect wealth don’t change with the calendar.

Whether you’re early in your wealth-building journey or well into it, year-end is your opportunity to pause, reflect, and intentionally prepare for what’s next.

You can earn a great income and still feel unsettled about your finances if you don’t have simple routines to:
• Check in on your money
• Organize and monitor it
• Give it clear roles and responsibilities
• Protect what you’re building

Even though we reforded this episode last year, the practices inside this episode are still relevant as you close out 2025. Future you will be grateful you listened.
🎧 End-of-Year Financial Routines to Make You Rich(er)
🔗 hendershottwealth.com/266

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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."

12/18/2025

A gentle reminder: you can begin again.

For some, the holiday season feels light and joyful.
For others, especially those navigating separation or divorce, it can bring a mix of emotions — grief, uncertainty, hope, and everything in between.
If you’re walking through that transition, here’s what I want you to remember:
You’re not just moving through an ending — you’re reshaping a financial life that can support the future you want.
With clarity, support, and a steady plan, this chapter can become a foundation rather than a setback.
Rebuilding after divorce isn’t just about dividing accounts or updating paperwork.

It’s about:
• Understanding what’s yours and what needs protection
• Making decisions from calm, not fear
• Creating a plan that reflects your values and goals
• Reclaiming confidence in your financial independence
Whether this message applies to you or to someone you love, may it offer a moment of breath and possibility:
You can begin again — and you don’t have to navigate it alone.

12/17/2025

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

12/16/2025

At a certain level of wealth, it’s easy to feel pressure to adopt more complicated strategies or jump into the latest “exclusive” deal. But sophistication isn’t always about complexity—it’s about choosing the right approach and staying the course.

3 Myths, Debunked:

1️⃣ Myth: You must chase complex, elite investments for great returns.
Truth: Evidence-based, diversified portfolios often outperform intricate schemes—without the unnecessary stress.

2️⃣ Myth: Real estate always wins for long-term wealth.
Truth: A well-structured stock market investment portfolio can provide robust returns and flexibility—no tenants or maintenance required.

3️⃣ Myth: Volatility is a cue to pull back.
Truth: Short-term market fluctuations are normal. Sticking to a long-term plan protects your gains and prevents panic-driven losses.

Our role? To help you steward your wealth with strategies that are clear, proven, and aligned with your goals. Take a moment to consider if your current approach reflects these truths, and embrace a path that genuinely supports your vision of long-term success.

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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.

12/12/2025

At Hendershott Wealth, we see a new approach to money—one rooted in understanding, trust, and community support.

We’re building a future where communities uplift each other’s wealth journeys. Let’s trade fear for freedom and make empowered financial decisions together.

12/10/2025

Here’s why more high-earning women are choosing fiduciary wealth managers who truly understand their lives — not just their money.

Women with significant wealth aren’t looking for generic advice or cookie-cutter plans.
They want:

- Advisors who listen first

- Tax-smart strategies that protect wealth, not just grow it

- Planning that supports real-life goals — from legacy to lifestyle to career pivots

- A team that collaborates with CPAs, attorneys, and your entire financial ecosystem

That’s why so many women are moving away from traditional “big-box” firms and choosing advisory teams who center their work around women’s real financial complexity.

Explore the approach trusted by high-net-worth women:
hendershottwealth.com

12/08/2025

If you’re feeling the holiday spending pressure… you’re not imagining it.
Between Black Friday, Cyber Monday, and every “flash deal” in between, it’s way too easy for a joyful season to turn into a stressful, expensive one.

Here’s your reminder: generosity doesn’t require overspending.

A simple plan can protect both your wallet and your peace:
✨ Set a clear holiday budget
✨ Make your list before the sales start shouting at you
✨ Choose meaningful, intentional gifts
✨ Track your spending as you go

Your loved ones don’t need the priciest presents — they want you present, grounded, and not walking into January with money regret.

12/05/2025

Most people underestimate how much their language shapes their financial life.

But in the 7-Step Wealth-Building Framework, the Speak step is where awareness turns into action — because the words you consciously choose become the agreements you live by.

Start speaking in a way that aligns with the future you want.

Download the framework here:
hendershottwealth.com/7steps

12/03/2025

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.

11/25/2025

Every client’s financial picture is unique — and so is the way new laws and tax changes impact it.

That’s why at Hendershott Wealth Management®, we don’t offer one-size-fits-all advice. We coordinate with your CPA, attorney, and tax professionals to ensure decisions made support your long-term goals and values.

Because true wealth planning isn’t just about knowing the rules — it’s about understanding how they apply to you.

Book a complimentary 45-minute discovery call at hendershottwealth.com/contact to see how our personalized approach can help you build, protect, and transfer your wealth with confidence.
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.

11/19/2025

True wealth isn’t built in a single moment—it’s created through small, consistent choices that compound over time.

Start building yours at hendershottwealth.com/contact.

11/18/2025

"Part of planning is not only your investment portfolio, but what to do if you experience unexpected events of any kind. 'Control what you can control.' You can't control markets. What you can do is prepare yourself for what you'll do in case bad events happen." - David Booth, Executive Chairman and Founder Dimensional Fund Advisors

In other words, good planning involves measured savings rates expected to build a portfolio that can match your spending rate, valuable estate planning and insurance policies, tax loss harvesting when appropriate and legal tax minimization. Good planning never involves timing markets, despite what the media will lead you to believe.

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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