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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/

03/20/2026

Selling a winning investment can feel like a smart move.

Until the tax bill shows up.

For many successful investors, realizing capital gains can quietly erase years of compounding — or create hesitation to sell at all, leaving portfolios concentrated and less diversified than they should be.

But here’s the shift:

Long-term wealth isn’t just about performance.
It’s about tax efficiency.

Through proactive planning and advanced strategies, investors can reduce the drag taxes place on growth — keeping more of their returns invested and compounding over time.

Because while we can’t control the market, we can control how thoughtfully we manage taxes.

And over decades, what you keep matters far more than what you earn.

If you’re sitting on appreciated assets and wondering whether there’s a smarter way to manage capital gains, it may be time to revisit your strategy. Tax efficiency isn’t flashy — but it’s powerful.

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.

03/19/2026

I talk to a lot of smart, successful people who built real wealth in one stock.

Usually, it’s the company they helped build. Or the company that paid them well. Or both.
And they know they’re overconcentrated.

They know they should diversify.

But selling feels like lighting money on fire because of the tax bill.

So they wait.

And waiting feels safer… until it isn’t.

Here’s what I’ve been thinking about a lot lately:

The goal isn’t just to reduce risk.
It’s to reduce risk intelligently — without triggering unnecessary taxes.

There are strategies now that allow you to gradually unwind concentrated positions while offsetting gains in a way that didn’t used to be accessible to individual investors.

It’s more nuanced than most people realize.

And honestly, it’s one of the more interesting shifts I’ve seen in taxable portfolio management in years.
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.

03/18/2026

“How long will my money last?”

It’s one of the most honest — and most important — questions you can ask as retirement gets closer.

The truth? Retirement isn’t just about hitting a number.
It’s about creating a flexible, tax-aware income plan that can adapt to markets, manage risk, and protect your lifestyle for decades.

In this new article, Hilary breaks down:

• Why basic retirement calculators fall short
• The three biggest risks to retirement income
• How withdrawal order and tax strategy impact longevity
• What it really means to retire with confidence

Because retirement isn’t a single transaction. It’s a 20–30+ year life stage that deserves more than guesswork.

If you’ve ever wondered whether your plan is built to last, this is for you.

Read here:
🔗 Hendershottwealth.com/retirement-income-plan

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.

03/17/2026

Divorce isn’t just emotional.
It’s financial.

It’s the unwinding of a partnership and the reorganization of your entire financial ecosystem — and the decisions you make during this time can affect your stability for decades.

In a recent video, I share seven guiding principles I use with clients navigating divorce, including:

• Don’t make permanent financial decisions while emotionally activated
• Equal doesn’t always mean equitable — taxes matter
• Don’t agree to anything until you understand its long-term implications
• Limit outside noise and get coordinated professional advice
• Focus on rebuilding stability once the divorce is finalized

Divorce can feel overwhelming, but it doesn’t have to define your financial future. With clear information and thoughtful guidance, it can become a turning point — an opportunity to rebuild with clarity and confidence.

Watch the full video here:
Hendershottwealth.com/31126

And if you’re stepping into your next chapter and want a partner who looks at the full picture — not just your investments — we’d be honored to connect.

Disclaimer: 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.

03/13/2026

One of the biggest benefits of hiring a virtual financial advisor?

Consistency.

When you work virtually, your relationship isn’t tied to geography. It isn’t disrupted by a move, a job change, or a relocation across the country.

You don’t have to start over.

You don’t have to re-explain your history.

You don’t lose the advisor who understands your goals, your values, and your full financial picture.

Instead, you build a long-term relationship with a team that grows with you — wherever life takes you.

If you’re looking for thoughtful, coordinated financial guidance without the limitations of location, we’d love to connect.

Hendershottwealth.com/contact

03/11/2026

For many women, building wealth isn’t just about numbers on a statement.
It’s about independence, security, and having real options.

And yet one of the biggest threats to long-term wealth for women often goes unaddressed until it’s too late: taxes.

Not because women don’t care about taxes — but because traditional financial advice often treats taxes as an afterthought instead of a strategy.

In this video, I explain why tax-aware investing matters, how tax drag quietly limits flexibility over time, and why focusing on after-tax outcomes can make a meaningful difference as wealth grows and life becomes more complex.

🎥 Watch the full video here:
👉 hendershottwealth.com/22526

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."

03/09/2026

"When can I retire?”

It’s one of the most important financial questions you’ll ever ask — and it’s not answered by a single number.

Retirement isn’t just about how much you’ve saved. It’s about taxes, healthcare, market risk, and most importantly — the life you actually want to fund.

That’s why we anchor planning to your Annual Spending Number — the real, after-tax income you need each year to live well.

When your plan is built around that, you gain something numbers alone can’t give you:

Confidence.

If you’ve been wondering whether you’re truly on track, this article walks you through what actually matters.

Read it here: Hendershottwealth.com/when-can-i-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."

03/05/2026

I’m usually skeptical when someone tells me they’ve “found a loophole” to pay less in taxes.

But when there’s a strategy that’s both legal and effective? I’m all in.

If you’re a high earner, you’ve probably realized that direct Roth IRA contributions phase out once your income crosses certain thresholds. For 2026, single filers over $168k and married couples filing jointly over $252k can’t contribute directly.

That’s where the backdoor Roth comes in.

Despite the dramatic name, it’s simply a strategy that allows certain investors to fund a Roth IRA by contributing to a non-deductible traditional IRA and then converting it. Done correctly, it can open the door to long-term tax-free growth.

But — and this part matters — it isn’t right for everyone. There are trade-offs, timing considerations, and potential tax implications that need to be understood before making the move.

I recorded a short episode breaking down how backdoor Roths work, who they’re for, and what to watch out for — along with a primer on tax-loss harvesting.

If you want a clear, practical explanation without the jargon, you can listen here:
🎧 hendershottwealth.com/234

And as always, make sure any strategy is reviewed in the context of your full financial picture before implementing 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.

03/02/2026

You built and sold a successful business. Congrats.
Now here’s how to not give the IRS a huge chunk of it.

Let’s say you sell your company for $10M. You’re feeling proud—and you should.
But then you find out your tax bill is… $3.5 million.
And suddenly $10M becomes $6.5M.

This happens all the time.
Especially for founders in high-tax states like California.
But here’s the thing:

You can plan for this. You should plan for this.

When clients come to me early enough, we can start building a tax-aware strategy before the deal closes.

That gives us time to:

– Accumulate losses
– Offset gains across multiple years
– Reduce your overall tax bill potentially by 6–7 figures

And no, this isn’t about gimmicks or loopholes.
It’s about pairing your liquidity event with a personalized, tax-efficient investment strategy.

If you’re even thinking about selling a business in the next 1–2 years…
Start thinking about the tax strategy now.

Your future self will thank you.

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."

02/26/2026

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 93.96% 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 93.96% 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.

02/20/2026

Not that long ago, meeting with a financial advisor meant traffic, rigid schedules, and squeezing conversations into an office visit.

Today, it looks very different.

Working with a virtual financial advisor means meeting from wherever life happens—without sacrificing depth, strategy, or connection. It allows for more flexibility, thoughtful collaboration, and a planning process that’s built around your real life, not your zip code.

Our team works virtually so we can focus on what actually matters: long-term relationships, clear communication, and financial guidance that evolves with you.

If you’re curious what it’s like to work with a virtual advisory team, we’d love to connect. Start with a complimentary conversation—no pressure, just a chance to explore what’s possible.

🔗 hendershottwealth.com/contact

02/18/2026

Choosing the wrong financial advisor doesn’t just cost money — it can cost clarity, confidence, and years of missed opportunity.

In this week’s video, Hilary Hendershott shares five questions every tax-aware investor should ask when evaluating an advisor — especially as finances become more complex and the stakes get higher.

If you’re managing equity compensation, concentrated stock, or significant taxable assets, this is a must-watch.

🎥 Watch here: Hendershottwealth.com/21726

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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