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Hilary Hendershott

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United States
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/

04/08/2026

Many people don’t think they need a financial advisor.

Until they hit a fork in the road.

A big liquidity event.
An inheritance.
A major career shift.
A complex tax decision.
A moment where the stakes suddenly feel… higher.

That’s when the question changes.

It’s no longer “Can I manage this myself?”
It becomes “Do I want to get this wrong?”

Because as your financial life grows, the cost of a misstep isn’t just a small mistake—it can follow you for years.

The real value of an advisor isn’t just in the plan.

It’s in having someone who’s been there before—
who helps you navigate the decisions that don’t come with clear answers.

And helps you avoid the ones you don’t see coming.

If you’re at a decision point and want a second perspective, we’re here to help you think it through.

🔗 hendershottwealth.com/contact

04/06/2026

One of the biggest threats to long-term wealth for women?

It’s not the market.

It’s taxes.

And most investors aren’t planning for them strategically.

This clip is just the beginning — in the full video, I break down why tax-aware investing matters and how it can change your long-term outcomes.

▶ Watch the full video:
🔗 Hendershottwealth.com/32526

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.

04/02/2026

For decades, investors have been told:

“Just hold on. Defer the tax. Don’t sell.”

And for a long time, that worked.

But for high-net-worth investors, that approach only goes so far.

Contribution limits cap what can be protected in retirement accounts—leaving much of your wealth exposed in fully taxable accounts, especially after a liquidity event, equity compensation, or the sale of a business or real estate.

That’s where traditional strategies start to fall short.

Because in many cases, the trade-off becomes clear:
Grow your wealth… but give up flexibility to use it.

And that’s not a trade-off we believe you should have to make.

Modern, tax-efficient strategies make it possible to stay invested, maintain flexibility, and manage taxes more intentionally—without unnecessary complexity.

Because true tax efficiency isn’t about avoiding taxes.

It’s about designing a plan that supports your life, not limits it.

If you’re thinking about how to manage a growing taxable portfolio more intentionally, it may be time to revisit your strategy. Visit Hendershottwealth.com/contact

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.

03/31/2026

Wondering if you can manage your money alone?

You can.

But should you?

Because managing your finances isn’t just about picking investments. It’s about taxes, timing, and making decisions that hold up over time.

Even the most capable investors have blind spots.

The right advisor doesn’t replace your judgment—they sharpen it, helping you think more strategically and stay aligned with what matters most.

If you’re thinking about whether it makes sense to have a partner in your financial life, we’d love to connect.

🔗 hendershottwealth.com/contact

03/26/2026

Can you retire at 55?

Maybe.
But it’s not about hitting a big number.

Early retirement brings real complexities — longer timelines, healthcare costs before Medicare, withdrawal penalties, tax sequencing, and the very real risk of running out of money too soon.

In this new article, Hilary walks through what high earners actually need to consider before stepping away from work, including:

• How to bridge income from 55–59½
• What to do about healthcare from 55–65
• Smart withdrawal sequencing
• Why tax-aware strategies matter even more in early retirement
• How to design income that lasts 30+ years

Retiring at 55 isn’t a fantasy.
But it requires a smarter, coordinated plan.

If early retirement is even a “what if” in your mind, this is worth your time.

Read here:
🔗Hendershottwealth.com/retire55

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.

03/24/2026

One of the most underrated benefits of working with a virtual financial advisor?

Continuity.

Life changes.
People relocate.
Careers evolve.
Families grow.
Advisors retire.

But your financial plan shouldn’t have to restart every time something shifts.

When your advisory relationship is built virtually, it isn’t tied to a zip code.

If you move across the country, your planning doesn’t miss a beat.
If your advisor relocates, your relationship doesn’t reset.
If life changes, your strategy evolves — not your entire team.

Starting over with a new advisor means re-explaining your history, your goals, your concerns, and your long-term vision.

We believe your advisor should grow with you — not be replaced because of geography.

If you’re looking for a long-term financial partner (not a short-term transaction), we’d love to connect.

🔗 hendershottwealth.com/contact

03/20/2026

Selling a winning investment can feel like a smart move.

Until the tax bill shows up.

For many successful investors, realizing capital gains can quietly erase years of compounding — or create hesitation to sell at all, leaving portfolios concentrated and less diversified than they should be.

But here’s the shift:

Long-term wealth isn’t just about performance.
It’s about tax efficiency.

Through proactive planning and advanced strategies, investors can reduce the drag taxes place on growth — keeping more of their returns invested and compounding over time.

Because while we can’t control the market, we can control how thoughtfully we manage taxes.

And over decades, what you keep matters far more than what you earn.

If you’re sitting on appreciated assets and wondering whether there’s a smarter way to manage capital gains, it may be time to revisit your strategy. Tax efficiency isn’t flashy — but it’s powerful.

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.

03/19/2026

I talk to a lot of smart, successful people who built real wealth in one stock.

Usually, it’s the company they helped build. Or the company that paid them well. Or both.
And they know they’re overconcentrated.

They know they should diversify.

But selling feels like lighting money on fire because of the tax bill.

So they wait.

And waiting feels safer… until it isn’t.

Here’s what I’ve been thinking about a lot lately:

The goal isn’t just to reduce risk.
It’s to reduce risk intelligently — without triggering unnecessary taxes.

There are strategies now that allow you to gradually unwind concentrated positions while offsetting gains in a way that didn’t used to be accessible to individual investors.

It’s more nuanced than most people realize.

And honestly, it’s one of the more interesting shifts I’ve seen in taxable portfolio management in years.
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.

03/18/2026

“How long will my money last?”

It’s one of the most honest — and most important — questions you can ask as retirement gets closer.

The truth? Retirement isn’t just about hitting a number.
It’s about creating a flexible, tax-aware income plan that can adapt to markets, manage risk, and protect your lifestyle for decades.

In this new article, Hilary breaks down:

• Why basic retirement calculators fall short
• The three biggest risks to retirement income
• How withdrawal order and tax strategy impact longevity
• What it really means to retire with confidence

Because retirement isn’t a single transaction. It’s a 20–30+ year life stage that deserves more than guesswork.

If you’ve ever wondered whether your plan is built to last, this is for you.

Read here:
🔗 Hendershottwealth.com/retirement-income-plan

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.

03/17/2026

Divorce isn’t just emotional.
It’s financial.

It’s the unwinding of a partnership and the reorganization of your entire financial ecosystem — and the decisions you make during this time can affect your stability for decades.

In a recent video, I share seven guiding principles I use with clients navigating divorce, including:

• Don’t make permanent financial decisions while emotionally activated
• Equal doesn’t always mean equitable — taxes matter
• Don’t agree to anything until you understand its long-term implications
• Limit outside noise and get coordinated professional advice
• Focus on rebuilding stability once the divorce is finalized

Divorce can feel overwhelming, but it doesn’t have to define your financial future. With clear information and thoughtful guidance, it can become a turning point — an opportunity to rebuild with clarity and confidence.

Watch the full video here:
Hendershottwealth.com/31126

And if you’re stepping into your next chapter and want a partner who looks at the full picture — not just your investments — we’d be honored to connect.

Disclaimer: 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.

03/13/2026

One of the biggest benefits of hiring a virtual financial advisor?

Consistency.

When you work virtually, your relationship isn’t tied to geography. It isn’t disrupted by a move, a job change, or a relocation across the country.

You don’t have to start over.

You don’t have to re-explain your history.

You don’t lose the advisor who understands your goals, your values, and your full financial picture.

Instead, you build a long-term relationship with a team that grows with you — wherever life takes you.

If you’re looking for thoughtful, coordinated financial guidance without the limitations of location, we’d love to connect.

Hendershottwealth.com/contact

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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