Who We Serve
Individuals and Families
For more than 160 years, our advisors have built personalized wealth management
strategies to support our clients’ long-term financial goals across generations.
Businesses
Our advisors draw on the expertise of Hilliard Lyons investment banking and
retirement plan professionals to create business strategies that secure your
personal and business legacy.
Our Perspective
No results.
Advisor Insights
I am passionate about helping my clients address the uncertainty in
their financial lives, so they can use money as a tool to repair,
maintain, and improve aspects of their lives. At the end of the process,
we end up with solutions with which clients are both confident and
comfortable.
Susan Marshall
Wealth Advisor
Who We Are
Our Story
Since 1854, Hilliard Lyons has been committed to putting clients first and
maintaining the highest standards of service, professionalism, and
stewardship in the communities we serve.
Become A Wealth Advisor
Backed by a full-service wealth management organization, Hilliard Lyons
Wealth Advisors have the flexibility to design their practice to best serve
their clients’ future.
Join Our Team
At Hilliard Lyons, you will be part of a culture that thrives on teamwork,
community, and making a difference in people’s lives.
Specialty Services
Establish Your Legacy
Our estate planning, trust administration, portfolio managers, and
investment professionals work with you to create personalized,
actionable strategies that help you plan for the future, accomplish
your wealth objectives, and protect your legacy.
Beyond Advice
Leveraging the expertise and resources of both Hilliard Lyons and
the Hilliard Lyons Trust Company, the Wealth and Family Office
delivers unparalleled support and personal concierge service to
individuals, families and business owners with increasingly complex
wealth management needs.
Invest In Your Community
Our team offers end-to-end solutions for local municipalities,
including public finance and institutional sales, to provide you
with innovative options that meet your organization’s financial
goals.
Discover Your Wealth Potential
Our investment banking team works closely with our Wealth Advisors
to help ensure your business is well-positioned for the long term,
with solutions that include Mergers & Acquisitions, private
placements, public offerings, business valuation, and exit planning
strategies.
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