Who We Serve

Individuals and Families

For more than 160 years, our advisors have built personalized wealth management strategies to support our clients’ long-term financial goals across generations.


Our advisors draw on the expertise of Hilliard Lyons investment banking and retirement plan professionals to create business strategies that secure your personal and business legacy.

Advisor Insights

“It’s important to our team to not only give back to our local community, but to create a community culture within our practice. Whether it’s a casual ‘fish fry’, or orchestrating a toy drive, most of our events are dedicated to spending time with our clients and their families while also supporting the causes we all care about.”
Shawn Perry
Wealth Advisor

Who We Are

Our Story
Since 1854, Hilliard Lyons has been committed to putting clients first and maintaining the highest standards of service, professionalism, and stewardship in the communities we serve.
Become A Wealth Advisor
Backed by a full-service wealth management organization, Hilliard Lyons Wealth Advisors have the flexibility to design their practice to best serve their clients’ future.
Join Our Team
At Hilliard Lyons, you will be part of a culture that thrives on teamwork, community, and making a difference in people’s lives.
Specialty Services
Establish Your Legacy
Our estate planning, trust administration, portfolio managers, and investment professionals work with you to create personalized, actionable strategies that help you plan for the future, accomplish your wealth objectives, and protect your legacy.
Beyond Advice
Leveraging the expertise and resources of both Hilliard Lyons and the Hilliard Lyons Trust Company, the Wealth and Family Office delivers unparalleled support and personal concierge service to individuals, families and business owners with increasingly complex wealth management needs.
Invest In Your Community
Our team offers end-to-end solutions for local municipalities, including public finance and institutional sales, to provide you with innovative options that meet your organization’s financial goals.
Discover Your Wealth Potential
Our investment banking team works closely with our Wealth Advisors to help ensure your business is well-positioned for the long term, with solutions that include Mergers & Acquisitions, private placements, public offerings, business valuation, and exit planning strategies.
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