Hilary Hendershott

11/14/2025

Let’s talk about why Speak is such a powerful step in my 7 Steps to Wealth framework—because your words shape your results.

Every belief, every action, every financial decision starts with what you say about money. When you speak with intention, you begin to shift the story you live by.

Your words aren’t just thoughts—they’re direction. They define how you think, act, and build wealth.

Your voice is your power. Use it to create the financial future you deserve.

Download the free guide at hendershottwealth.com/7steps

11/13/2025

True generational wealth isn’t about trusts or tax plans—it’s about people, purpose, and shared values.
Start building your legacy at hendershottwealth.com/contact.

11/12/2025

What does financial freedom look like at your level?

Is it...
✔ Your lifestyle fully funded without compromise.
✔ The ability to explore opportunities—whether business, travel, or legacy building—without hesitation.
✔ A sense of calm, knowing your wealth is protected and poised for growth.

If this resonates, ask yourself: ""Am I truly experiencing financial freedom?""

If the answer is no, let’s explore what’s holding you back.

At our practice, financial freedom isn’t just a goal—it’s the standard we aim to deliver for every client. Our approach is tailored for individuals like you, who are ready to elevate their wealth strategy and legacy.

No obligation. Just clarity. If you're ready to take the next step, let's begin the conversation.

Head over to Hendershottwealth.com/contact to book a call today.

11/07/2025

When OpenAI’s $6.6 billion employee tender hit the headlines, the story wasn’t just about profit — it was about missed opportunity.

Because while the world celebrated the payout, many employees unknowingly triggered billions in avoidable taxes.

Here’s the reality:
The right timing, structure, and strategy can mean the difference between keeping your gains invested or sending them to the IRS.

In my latest article, I break down what went wrong — and how tax-aware investors can protect their wealth in future liquidity events.

Read the full breakdown at hendershottwealth.com/openai

11/06/2025

We’ve always believed that strong relationships are at the core of smart financial planning.

Now we’ve got the numbers to back it up:
Over the past 5 years, we’ve retained 93.96% of our clients.

That’s not a typo — it’s a reflection of how we do things around here.

So, what does a number like that actually mean?

✔️ We’re building relationships that last
✔️ We’re providing real value, year after year
✔️ Our clients trust us through every market cycle

Trust is easy to promise. Harder to prove.
But that 93.96% tells a story — one of consistency, care, and showing up when it matters most.

Here’s how we do it:
→ A strong team
→ Systems that deliver
→ A deep understanding of our clients’ goals
→ Transparent conversations
→ And support that doesn’t stop when the markets shifts

At Hendershott Wealth Management, we don’t just manage portfolios — we build long-term partnerships rooted in trust. And that retention rate? It’s proof we’re doing something right.

11/03/2025

Over 50? Making extra 401(k) contributions?
Heads up — new IRS rules could change where your money goes. 👀

If you earn more than $145K in 2025, your “catch-up” contributions will shift to a Roth 401(k) starting in 2026.
That means taxes now, but tax-free growth later.

The takeaway: stay flexible. The rules change, but smart planning keeps you ahead.


Disclaimer: 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.

10/30/2025

What does financial freedom look like for you?

✅ Living your ideal lifestyle—without compromise.
✅ Saying “yes” to opportunities that excite you.
✅ Feeling calm and confident knowing your wealth is working for you.

If you’re not quite there yet, let’s change that.

At Hendershott Wealth Management, we specialize in helping successful professionals and couples elevate their wealth strategy—so financial freedom isn’t a someday goal, it’s your new normal.

✨ No obligation. Just clarity.
🔗 Schedule your confidential call today: Hendershottwealth.com/contact

10/28/2025

Reaching out to a financial advisor can feel intimidating—especially when you’ve worked hard to build what you have.

That’s why at Hendershott Wealth Management, our first step is always listening.
No pressure. No jargon. Just a real conversation about your goals, values, and what financial freedom means to you.

Because clarity creates confidence—and confidence is the foundation of every smart money move.

📲 Start the conversation: Hendershottwealth.com/contact

10/27/2025

“You should’ve started sooner.”
Maybe you’ve heard it before — but wealth isn’t built in the past. It’s built in the present.

Whether you’ve been investing for years or only recently started taking your financial strategy seriously, what matters most is what you do next.

Because the most powerful decision you can make isn’t about timing—it’s about intention.

10/24/2025

Earlier this year, we started preparing content around a possible OpenAI tender offer.

Today, that rumor is reality — and thousands of employees are facing life-changing liquidity events and life-changing tax bills.

Here’s the thing: the strategy to minimize those taxes can’t be pulled together at the last minute.

At Hendershott Wealth Management, we help clients prepare for events like this—private tenders, IPOs, equity payouts—before the paperwork shows up. And we’re one of the few firms in the country offering a tax-aware long-short strategy through AQR’s Flex SMA.

If you're holding concentrated stock, this isn't just about cashing out. It’s about making your money work harder—so you can keep more of what you’ve built.
Let’s talk now, so you’re ready when it counts.

To learn more about the tax implications of tender offers and protecting your wealth after major liquidity events, check out this article: hendershottwealth.com/articles/openai-tender-tax-strategy
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.""

Learn how OpenAI employees can reduce capital gains taxes on future tender offers using tax-aware investing strategies like tax-aware long-short.

10/23/2025

Trust isn’t about mahogany desks—it’s about consistency, communication, and care.

When most people think of financial advisors, they picture corner offices, leather chairs, and in-person meetings across polished desks. But real trust in money management doesn’t come from furniture or formality—it comes from the way you’re treated, heard, and supported over time.

Here’s the blueprint of what trust looks like with a virtual financial planner:

- Consistency – Showing up regularly to review your goals, progress, and life changes—without waiting months for an appointment.
- Communication – Staying connected through secure, easy-to-use tools that let you share documents, updates, and questions in real time.
- Care – Truly understanding your values, your fears, and your vision for the future—so your financial plan reflects your life, not just numbers.

The truth is: virtual advising often creates deeper relationships than traditional setups, because it meets you where you are—literally and financially.

Your wealth deserves more than a desk—it deserves a partner. 💜

Curious how a virtual advisor could support you? Check out our website at Hendershottwealth.com

10/22/2025

"Seeing this plan on paper provided us with all the confidence we needed to retire."

After working with our team for over 7 years, Jeff E. (current client) shared how having a personalized retirement plan—one that’s built around his goals and values and designed for the long term—gave him and his family true peace of mind. That’s the power of financial clarity.

If you’re ready to feel that same level of confidence about your retirement, book a call with us today → hendershottwealth.com/contact