Your Story. Your Wealth. Your Legacy.
Behind every individual, family and business is a unique story. A story filled with dreams, ambitions and celebrations of success. At Hilliard Lyons, our wealth advisors take the time to learn about your story and your financial vision. Working together, we create a personalized wealth management strategy that helps you achieve your financial goals and prepares you for the next chapter.
Wealth Management for Individuals & Families
Your advisor works hand in hand with our Certified Financial Planners® to create a personalized roadmap, based around your needs and goals or those of your family, to help build long-term financial stability.
Trust & Estate Planning
Working in collaboration with Hilliard Lyons Trust Company, your Wealth Advisor helps you build your legacy, whether you’re passing down wealth to the next generation, or establishing a fund for your philanthropic efforts.
With access to a broad range of investment products that include managed accounts, stocks, bonds, options, mutual funds, annuities, and insurance, your advisor can pair you with the right solution to help you reach your wealth goals.
Wealth Management for Businesses
Drawing on the knowledge and hands-on support of our Investment Banking professionals, your advisor delivers financial and business advisory services in the areas of mergers and acquisitions, capital, business valuation, ESOP advisory, and exit planning, with a specialized focus in middle-market businesses.
To help you focus on running your company instead of maintaining your employees’ retirement plan, your advisor works with our team of retirement planning professionals to pair your business with a plan that aligns with the financial goals of your employees and business, uncovers growth opportunities, and evolves with your changing needs.