Hilary Hendershott (CFP®, MBA)

Hilary Hendershott focuses in the
following client markets or areas of practice:

  • Entrepreneurs
  • Financial Psychology/Coaching
  • Middle Income Client Needs
  • Retirement Plan Investment Advice
  • Women's Financial Planning Issues

Planning Specialties

Hilary first listens to your dreams, your circumstances and your needs - because you are the CEO of your financial life. She, as the CFO of your financial life, then provides customized financial advice to help you achieve those goals in clear, concise, actionable steps with an investment portfolio tailored to your investment habits, time frame, and current situation. Hilary empowers women going through divorce or the death of a spouse to take control of their wealth and finances. She has also integrated strategies for clients with Employee Stock Options and RSUs. 

Additional Information

Hilary Hendershott is the founder of Hilary Hendershott Wealth Management, a leading financial advisory firm for women. As a fiduciary financial advisor and stock market expert, Hilary’s mission is to empower women to take control of their finances and make their money work for them.

After working in the financial services industry for over a decade, Hilary became increasingly aware of a unique gap in the marketplace. Hundreds of thousands of women were eager to make wise investment decisions, but the male-dominated financial industry wasn’t equipped to meet their needs. Her solution? Opening her own firm. Founded in 2014, Hilary Hendershott Wealth Management is one of the first and only female-focused Registered Investment Advisory firms in America.

Hilary has helped women across the U.S. preserve and grow their wealth, while reducing—or even eliminating—financial stress. She leverages her education, personal experiences, relationships, and “got your back” know-how to grow her client’s financial wealth and champion their financial freedom.

Before founding Hilary Hendershott Wealth Management, Hilary worked as a wealth advisor for Family Wealth Consulting Group, where she managed the wealth-building plans for more than 100 affluent families and earned a reputation as a relationship-focused and results-driven advisor.

Hilary hosts Profit Boss® Radio, a weekly podcast where she and her guests offer inspiration and actionable advice to support women in their financial journey. She’s also a TEDx speaker, and has been featured in the Wall Street Journal, NBC, ABC, FOX, DailyWorth, Forbes, and Investopedia.

NAPFA Start Date

January 05, 2018

Submit
Submit

This Office

2025 Gateway Place, Suite 405 San Jose, CA 95110 Phone: (877) 569-5508