Your Hilliard Lyons Wealth Advisor can help you create a customized wealth management strategy that aligns with your big picture objectives.

As a business owner, your personal journey is intertwined with the story of your business. Since the moment you began to where you are today, your vision and determination have been the key elements to your success. And it’s these same qualities that have helped you through the challenges you’ve faced along the way.

At Hilliard Lyons, your advisor can help you explore solutions that address concerns about your business and offer guidance on making the right decisions about your company’s future. From retirement plans and insurance strategies, to planning your transition to a new owner, your advisor will deliver a simplified solution tailored to your needs.

Whether you own a family business, startup, or a complex organization, your Hilliard Lyons advisor works in collaboration with our team of investment banking and retirement plan professionals to create a financial roadmap that makes sense for you and your organization and prepares you for the next chapter.

Investment Banking

Drawing on the expertise of Hilliard Lyons’ investment banking professionals, your advisor makes our broad spectrum of financial solutions and business advisory services simple and accessible. Our full-service investment banking professionals specialize in providing middle-market business owners with mergers & acquisitions, capital raising, business valuation, Employee Sponsored Ownership Plan (ESOP) advisory and transition planning to steer you towards your financial objectives.

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Retirement Solutions

Backed by a team of retirement planning professionals, your advisor can help you assess your company’s retirement plan needs, then offer tailored, flexible solutions that meet the goals of your employees and your business. As part of this relationship, your advisor also provides ongoing education, support, and consultation after your plan is established to deliver additional retirement solutions when the need arises.

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Business Owners