Your story influences every decision you make, especially when it comes to your long-term finances. At Hilliard Lyons, your story matters.
Our advisors take the time to get to know you – as people – because your journey through life is unique. It’s a story that unfolds with every decision and every new endeavor. Your Wealth Advisor works with you to create a wealth management roadmap, tailored to you and your story, that guides you on the path to long-term financial stability – and even helps you account for detours along the way.
Whether you’re trying to find a good time to retire, fund your child's education, or create a lasting charitable legacy, your advisor can help you make the right financial decisions with your long-term goals in mind. And as your life evolves, your personalized plan evolves with you.
No matter where your journey takes you, your Wealth Advisor will be there every step of the way.
With access to advanced tools and full-service financial planning experts, our advisors provide tailored solutions for retirement, education, and estate planning, along with comprehensive strategies designed to help take you where you want to go. Working together with our team of Certified Financial Planners®, your Wealth Advisor can help you customize a financial plan, based around your needs and goals, that offers lasting financial security.
Trust & Estate
Whether you’re passing down wealth to the next generation, or establishing your philanthropic legacy, your Wealth Advisor has the resources needed to create the legacy of your choosing. Working in collaboration with Hilliard Lyons Trust Company, your advisor can help you create a tailored plan that protects your family’s wealth or supports the causes you believe in.
When you need help defining your financial roadmap, your Wealth Advisor can pair you with the right solution to help you reach your financial goals. Drawing on a wide range of investment products that include managed accounts, stocks, bonds, options, mutual funds, annuities, and insurance, your advisor can tailor a strategy that helps prepare you or your family for the future.