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Wealth Management

Comprehensive Wealth Management

Allowing you to focus on what matters.

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, we take the time to learn about your story and your financial vision. Drawing on a family of financial experts, we create a personalized wealth management strategy that helps you achieve your financial goals and prepares you for the next chapter of your life.

Wealth Management for Individuals & Families

Discover how your Hilliard Lyons Wealth Advisor can create a tailored wealth management strategy that supports your long-term financial goals

Financial Planning

Your Wealth 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 Services & Estate Planning

Working in collaboration with the 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.

Wealth Solutions

With access to a broad range of investment products that include managed accounts, stocks, bonds, options, mutual funds, annuities, and insurance, your Wealth Advisor can pair you with the right solution to help you reach your wealth goals.

Wealth Management for Businesses

Discover how your Wealth Advisor can help you create a wealth strategy designed to secure your personal and business legacy.

Investment Banking Services

Drawing on the knowledge and hands-on support of our Investment Banking professionals, your Wealth 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.

Retirement Solutions

To help you focus on running your company instead of maintaining your employees’ retirement plan, your Wealth 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.

Let Us Help You Redefine What's Possible. 

It all starts with a conversation. Contact your Wealth Advisor to learn more about how Hilliard Lyons can help you achieve your vision for the future. 

Let's Start a Conversation.

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