Your Story. Your Wealth. Your Legacy.
Behind every individual, family and business is a unique story. A story filled with
dreams, ambitions and celebrations of success. At Hilliard Lyons, our wealth advisors
take the time to learn about your story and your financial vision. Working together, we
create a personalized wealth management strategy that helps you achieve your financial
goals and prepares you for the next chapter.
Wealth Management for Individuals & Families
Financial Planning
Your advisor works hand in hand with our Certified Financial Planners®
to create a personalized roadmap, based around your needs and goals or
those of your family, to help build long-term financial stability.
Trust & Estate Planning
Working in collaboration with Hilliard Lyons Trust Company, your Wealth
Advisor helps you build your legacy, whether you’re passing down wealth
to the next generation, or establishing a fund for your philanthropic
efforts.
Wealth Solutions
With access to a broad range of investment products that include managed
accounts, stocks, bonds, options, mutual funds, annuities, and
insurance, your advisor can pair you with the right solution to help you
reach your wealth goals.
Wealth Management for Businesses
Investment Banking
Drawing on the knowledge and hands-on support of our Investment Banking
professionals, your advisor delivers financial and business advisory
services in the areas of mergers and acquisitions, capital, business
valuation, ESOP advisory, and exit planning, with a specialized focus in
middle-market businesses.
Retirement Solutions
To help you focus on running your company instead of maintaining your
employees’ retirement plan, your advisor works with our team of
retirement planning professionals to pair your business with a plan that
aligns with the financial goals of your employees and business, uncovers
growth opportunities, and evolves with your changing needs.
Wealth Management