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Hilary Hendershott

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Fishers, IN
Hilary Hendershott

Hendershott Wealth Management is a fee-only fiduciary-guided wealth management firm founded by Hilary

Hendershott Wealth Management is a fee-only fiduciary-guided wealth management firm founded by Hilary Hendershott. We are proud to be uniquely positioned as a female-focused Registered Investment Advisory firm. We work with women and couples wanting to make and keep more money, who aren’t satisfied with the status quo of feeling overlooked, underserved, and treated like we’re incapable of winning with money. Hendershott Wealth Management provides investment portfolio management for our clients. Our Wealth Management Client Services include:

Financial Investment Services
>Positioning of investments within your employer-sponsored retirement plans, such as a 401(k), 401(a), 457, 403(b), and more.

>Detailed planning for all equity compensation, including RSUs, ESPP, ISOs, NSOs, etc.

>Detailed mortgage analysis and services, including analysis of amortization schedule, whether you should refinance, and referrals to Reverse Mortgage and traditional mortgage specialists. Financial Independence Services
>Income Analysis - We help you know what you need now and in the future.
>Distribution Strategy Review - We can recommend what may be the most appropriate distribution strategy for your future. This can help you maximize the amount of money you spend and preserve your nest egg. Tax Liability Insights
>Recommendations for tax-advantaged investments and solutions for new tax laws that can affect your situation.
>Review of your tax return and a complete report of your opportunities for minimizing income tax paid. We are available to work with your tax preparer to minimize your tax bill. Insurance Insights
>Insurance recommendations including home, life, health, long-term care, auto, and umbrella. We don’t sell insurance, but we know a thing or two about how it can work for you. Education Planning
>Calculations for how much you should save for education costs (including college). Student loans don’t have to be inevitable.
>Recommendations on the most appropriate type of education planning account for your financial future. Your Estate and Legacy Plans
>We offer compassionate, comprehensive guidance to help you know how to set up your estate and legacy for generations to come.
>We can connect with you, your heirs, and your family attorney to ensure everything is coordinated.
>Analysis and monitoring of your legacy plans, including:
>Monitoring account beneficiaries.
>Assistance in transferring assets to your family trust.
>Guidance with the necessary and appropriate steps in the event of the passing of someone you love. Take the first step with Hendershott Wealth Management by scheduling an initial call at https://hendershottwealth.com/contact/

02/10/2026

Long-term financial success isn’t built in a single meeting. It’s built over time—through years of planning, adjustments, and guidance from an advisor who understands your full financial picture.

This conversation comes from an earlier episode of the Love, your Money® podcast, but the insight still holds. In episode 278, HWM advisors Jen Rupp and Alyssa Hause talk about the value of working with a virtual financial advisor—and why continuity in a financial planning relationship matters more than most people realize. The episode also includes a client perspective that reminds us that money peace is possible.

Having an advisor who’s been with you through different seasons of life—and understands your goals, values, and history—can make all the difference. With virtual planning, that relationship can travel with you, wherever life takes you.

If you’ve ever wondered whether a virtual advisor could be the right fit, this episode is still worth a listen.

🎧 5 Reasons Hiring a Virtual Financial Advisor Might Be Your Smartest Money Move
🔗 hendershottwealth.com/278

02/06/2026

I’m honored to have been featured in the December issue of Better Homes & Gardens.

The article focused on something I care deeply about: how we recover from stressful, overextended seasons—and how small, thoughtful choices can help us reset and move forward with more ease.

I love opportunities like this because they allow conversations about money, wellbeing, and daily life to intersect in a very real, human way. Financial health doesn’t exist in a vacuum—it shows up in how we make decisions, how we care for ourselves, and how we create space to feel grounded again.

Since this issue was published in print, I wanted to share a snapshot here. I’m grateful to the Better Homes & Gardens team for including my perspective and for continuing to create content that supports people where they actually live their lives.

02/04/2026

I often see investors drawn to “set it and forget it” investment portfolios — simple, hands-off, and easy to live with.

But over time, especially in taxable accounts, these portfolios can quietly create tax drag that most investors never see coming. Missed tax loss harvesting opportunities, unintended capital gains, and surprise distributions can slowly erode long-term wealth.

I recorded a video to explain where these hidden tax risks come from — and when thoughtful oversight actually matters.
🎥 Watch it here: Hendershottwealth.com/2426

02/03/2026

Is it time to bring in a financial advisor? Here’s when expert guidance becomes essential:

1️⃣ Major life transitions – Divorce, inheritance, liquidity events, or business exits require a wealth strategy that protects and grows your assets.
2️⃣ Retirement planning at a higher level – When basic calculators won’t cut it, a strategic approach ensures your wealth lasts for generations.
3️⃣ Managing significant wealth – A sudden financial windfall or continued asset growth requires expert oversight to optimize taxes, investments, and estate planning.
4️⃣ Too many moving pieces – When your finances span multiple investments, properties, trusts, or business interests, coordination is key.
5️⃣ High-stakes decisions – As wealth grows, so does the complexity of financial choices. The right guidance minimizes risks and maximizes opportunities.

A sophisticated financial plan isn’t just about numbers—it’s about protecting your legacy, optimizing your investments, and ensuring your money works efficiently for you.

At Hendershott Wealth Management, we specialize in helping high-net-worth individuals create a comprehensive strategy for wealth preservation and growth.

📞 Ready to ensure your financial future is in expert hands? Schedule a complimentary call with us today.

01/28/2026

When you invest in the stock market, you’re not betting on a headline — you’re investing in people.

Entrepreneurs building companies.
Scientists solving problems.
Engineers creating new ways forward.

That perspective matters — especially when markets feel uncertain.

I wrote this article as a reminder that investing is, at its core, an optimistic act. One rooted in the belief that progress continues even when the path isn’t smooth. Volatility doesn’t mean failure — it’s part of how innovation shows up in the real world.

If you’ve been questioning what you’re really invested in, I invite you to read this with an open mind.
👉 Read the full article here. (Hendershottwealth.com/1222)

01/27/2026

A new year has a way of inviting bigger questions.
Not just what we want to accomplish—but how we want our lives to feel.

One idea we keep coming back to: freedom isn’t only a future destination.
It’s something we can experience in the present—through clarity, intention, and choice.

When our money supports the life we actually want to live, freedom becomes less about someday and more about right now.

That perspective shapes how we think about wealth, planning, and the role money plays in a meaningful life—individually and collectively.

01/23/2026

Clarity isn’t about doing more.
It’s about understanding what matters most—and letting your plan support that.

If the new year has you reflecting on your goals, values, or long-term vision, you don’t have to figure it out alone.

Our 7 Steps to W+nect your money with what matters most—and move forward with intention.

Start with intention.
Build with purpose.
Move forward with confidence.

🔗 Download your free copy. Hendershottwealth.com/7steps

01/20/2026

I don’t build portfolios around predictions — because no one can reliably predict markets.

What can be studied, however, is history, data, and human behavior. And the evidence is clear: investors who remain broadly diversified and committed through periods of uncertainty are far more likely to benefit from long-term growth than those who react to short-term fear.

The stock market isn’t a single fragile system — it’s thousands of businesses, across industries and countries, adapting and innovating in real time.

In this article, I walk through why market volatility is not a malfunction, why timing the market rarely works, and why belief in human ingenuity has consistently rewarded patient investors.

If you prefer evidence over headlines, this one’s for you.
👉 Read the full article here. (Hendershottwealth.com/1222)

01/14/2026

When headlines get louder, perspective matters more.

Markets move. New technologies emerge. Narratives shift quickly.
But successful investing has never depended on predicting the next big thing—or reacting to every headline in real time.

What does endure is a disciplined approach built on diversification, long-term thinking, and staying grounded when others feel pressure to act.

That’s the work we focus on as a team: helping clients navigate change thoughtfully, without fear or urgency, and with confidence in the plan they’ve built.
.

Disclaimer: All investing involves risk, including the potential loss of principal. There is no guarantee that any investment plan or strategy will be successful.
All written content in this post is for information purposes only. Opinions expressed herein are solely those of HWM, unless otherwise specifically cited.
All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation

01/12/2026

What if reducing risk and reducing taxes weren’t mutually exclusive?

In this clip, I share how our tax-aware long-short strategy has helped investors:

- Turn a $9M IPO windfall into $20M over time
- Save $1.6M in retirement taxes
- Redirect wealth to family instead of the IRS

The key isn’t taking bigger bets — it’s using a very specific form of market-neutral leverage, powered by AQR Capital Management’s Flex SMA, to generate tax alpha: higher net returns driven by smart tax strategy, not performance chasing.

Leverage isn’t inherently risky.
Using the wrong kind is.

If you want to understand how market-neutral leverage can help you stay invested, manage risk, and keep more of what you earn, watch the full video on YouTube.

▶️ Watch the full breakdown: Hendershottwealth.com/tals2 "
Disclaimer: All investing involves risk, including the potential loss of principal. There is no guarantee that any investment plan or strategy will be successful.
All written content in this post is for information purposes only. Opinions expressed herein are solely those of HWM, unless otherwise specifically cited.
All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation–and all examples are hypothetical, not reflective of actual executed transactions or client experiences.
The realized tax benefits associated with tax-aware strategies may be less than expected or may not materialize due to the economic performance of the strategy, an investor’s particular circumstances, prospective or retroactive change in applicable tax law, and/or a successful challenge by the IRS. In the case of an IRS challenge, penalties may apply.
There is a risk of substantial loss associated with trading commodities, futures, options, derivatives and other financial instruments. Before trading, investors should carefully consider their financial position and risk tolerance to determine if the proposed trading style is appropriate.
When trading these instruments, one could lose the full balance of their account. It is also possible to lose more than the initial deposit when trading derivatives and using leverage. All funds committed to such a trading strategy should be purely risk capital.
Investment minimums apply. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation.

01/07/2026

When markets feel uncertain, I see a familiar pattern: the headlines get louder, and people feel pressure to do something.

Over the years, what I’ve learned — and what I remind my clients — is that volatility itself isn’t the enemy. Emotional decision-making is.

Market cycles come and go. They always have. And through every downturn, recovery, and shift, innovation has continued quietly in the background. Businesses adapt. People solve problems. Progress keeps moving forward.

I wrote this article to explain why staying invested during uncertain times isn’t passive or naïve — it’s a thoughtful, long-term decision rooted in evidence and perspective.

If you’re feeling unsettled by the noise right now, I hope this brings some clarity.
👉 Read the full article here. (Hendershottwealth.com/1222)

01/06/2026

Leverage gets a bad reputation — and for good reason.

We’ve all seen what happens when it’s used recklessly:
Lehman Brothers. Silicon Valley Bank. Massive borrowing, concentrated bets, and no margin for error.

But leverage itself isn’t the problem.
How it’s used is.

In this clip, I explain the critical difference between high-risk leverage and the prudent, controlled leverage we use inside our tax-aware long-short strategy — not to gamble, but to diversify and generate tax alpha without increasing market exposure.

If you want to understand how leverage can be used intelligently to reduce taxes and unlock liquidity (instead of blowing up portfolios), watch the full video on YouTube.

▶️ Watch the full breakdown: HenderhottWealth.com/tals1
Disclaimer: All investing involves risk, including the potential loss of principal. There is no guarantee that any investment plan or strategy will be successful.
All written content in this post is for information purposes only. Opinions expressed herein are solely those of HWM, unless otherwise specifically cited.
All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation–and all examples are hypothetical, not reflective of actual executed transactions or client experiences.
The realized tax benefits associated with tax-aware strategies may be less than expected or may not materialize due to the economic performance of the strategy, an investor’s particular circumstances, prospective or retroactive change in applicable tax law, and/or a successful challenge by the IRS. In the case of an IRS challenge, penalties may apply.
There is a risk of substantial loss associated with trading commodities, futures, options, derivatives and other financial instruments. Before trading, investors should carefully consider their financial position and risk tolerance to determine if the proposed trading style is appropriate.
When trading these instruments, one could lose the full balance of their account. It is also possible to lose more than the initial deposit when trading derivatives and using leverage. All funds committed to such a trading strategy should be purely risk capital.
Investment minimums apply. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation.

Address

11 Municipal Drive, Ste 200
Fishers, IN
46038

Opening Hours

Monday	9am - 5am
Tuesday	9am - 5pm
Wednesday	9am - 5am
Thursday	9am - 5am
Friday	9am - 5am

Website

https://www.hendershottwealth.com/

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