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.
Advisor Insights
Who We Are
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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