HWM is my trusted fiduciary financial advisor! They have taken excellent care of my portfolio, and helped me feel secure in my retirement. read more

My family has worked with Hendershott Wealth Management for more than ten years, and throughout that time we have consistently received exceptional service. Their team is professional, proactive, and attentive, taking the time to understand our goals and provide thoughtful guidance tailored to our needs. Their expertise and stewardship have helped us achieve the financial outcomes necessary to support both our current lifestyle and our long-term legacy objectives. We greatly value the trusted partnership we have built with Hendershott Wealth Management and recommend their services without reservation. read more

Not sure what else to say but there is nobody on earth I would trust more than Hilary and her team. They are wonderful to work with, thorough, thoughtful, and take care of and our future. We love them. read more

Hilary and her team at Hendershott Wealth have been managing our investments for the past 6 years and we couldn't be more pleased with the results. The service they provide is 5+* and they're a pleasure to work with. We highly recommend Hilary and team. read more

I have worked with Hilary and her team few a few years now and as woman seeking financial advise is never easy......unless you work with the amazing women at HWM. Its nice to have someone to trust to guide you to your goals. read more

We've been working with the organization for 7+ years and have been very happy with the returns. We are now in the midst of retiring and the advice and counsel we have received is top notch. They provided us with a full retirement plan based on our preferences. We now have a plan that has an 85% chance of never having to be altered. Seeing this plan on paper, provided us with all the confidence we needed to retire. We highly recommend Hilary and her excellent team. read more

Hiring Hendershott Wealth Management was the best decision I made for both my finances and my marriage. My husband and I had been having the same argument over and over. I wanted to save for the future and he said we couldn't because we needed to worry about paying our bills and paying off our debt. Our fights would get bad and we wouldn't be able to compromise or listen to each other. We couldn't connect, enjoy each others company or experience how much we loved each other when we had one of these fights. Sometimes it lasted for days and it happened every month. After hiring Hendershott Wealth Management, our first meeting was like the marriage counseling session we didn't know we needed. We each got to say what we were concerned about with our finances and what we hoped for in the future. After that, our fiduciary worked with us together to get us on the same page financially so we could address both our concerns and build for the future. Within a few months, my husband started seeing how he could save money for the future and pay down our debt. After a year, he had set up savings for vacations, home improvements and taxes! Even better, we had stopped fighting about our finances and haven't had a fight about them since then. I HIGHLY recommend their services! For sure if you want to make a lot of money, but also if you want peace of mind, joy and happiness, sign up right away!! read more

It is very important to research and choose carefully when considering a wealth management advisor. Hilary is at the top of the game, with a plethora of resources including her Profit Boss Radio podcast. Hilary is trustworthy, highly professional and is gifted at the craft of managing wealth. She is not just your average financial advisor; she goes above and beyond and can also act as a fiduciary, putting her clients' interests first at every turn. This commitment to ethical, client-centered service is truly commendable and sets them apart from the rest. I am so glad to have met Hilary and to have the oportunity to work with her office. Highly recommend. read more

Truly Life Changing Results! I've worked with Hendershott Wealth Management since about 2017. I started then as part of her personal wealth coaching program and it unlocked tons of financial growth for our family. I uncovered tons of mindset issues that were preventing me from reaching my financial goals, and now have the tools to recognize these thoughts for what they are and have a practice to choose others that serve me better. After the coaching program ended, we finally had the courage to take our retirement accounts (which were earning terrible to no returns) and invest them with HWM. The accounts have done beautifully and Hilary and her team provide all the knowledge and perspective we need to weather market downturns as they occur and then ride them back up. We have a long term strategy and peace of mind that we don't need to be concerned with the day to day fluctuations of the market. HWM has helped us navigate estate planning for our family as well as life insurance and other ways of protecting our family's wealth and well being. Taking these steps has also brought my husband and I tremendous peace of mind when traveling to Europe or going on big trips without our two young boys. We've even engaged HWM for another round of personal and business coaching in 2022. As the year ends, I've massively increased my income, and achieved all the goals we set together in January. Hilary and her team's coaching was what allowed us to unlock the massive shifts in our personal and professional lives this year. One caveat to working with HWM- you have to be ready to trust their investing philosophy and their coaching in order for it to work. So make sure you have that rapport and are willing to receive and integrate their advice into your life. read more

Top Notch Wealth Management Team!!! I have been a client of Hilary Hendershott for many years. Her wealth management team provides excellent service. You would expect nothing less than top stars when your money is managed! So let me specifically shout out to Jen on her team - Jen gets the tasks done, timely and CORRECT! But better yet, every time I have made adjustments or transacted business - I LEARN from Jen! And she explains easily the how and why's of what is being done. Not just sign this form or do this, but providing details. Anyone would want such service and details when handling YOUR money. Hilary provides the strategy and her team provides the service! Don't go it alone, you don't get the same from a call center based money management service, think of banks or trading firms, etc. Hendershott Wealth Management - everyone on the team - is there for you! read more

I first knew about Hilary from her AMAZING podcast, Profit Boss Radio. She is so knowledgeable and having listed to her for over a year I just trusted her to give me the best advice for me. She is no BS, will tell it like it is but it is always so you are making the best decisions for yourself, and teaching, not telling. Her team is also amazing, any time I have reached out I have received an answer so quickly, with good information. I feel like working with Hilary is one of the best decisions I have ever made, and listening to her podcast gives me the tools to understand what is happening with current events and be very well informed. I have forwarded an episode on to someone who is dealing with the topic she is covering SO many times and they have always thanked me. I cannot recommend her enough. And by the way - I'm on the other side of the country so don't let not being local stop you from working with her. One day we will meet in person and it will be magical. :) Until then, my money is in the best hands in the business. read more

This review is long overdue. We felt compelled to write after reading a negative review about Hilary and her team as we have experienced the complete opposite. We interviewed at least 10 financial planners looking for someone to help us manage our finances as my husband retired. We selected Hilary because of her great reviews here and after 2 meetings, we knew she was the one for us. She impressed us with her knowledge and her positive attitude. She very articulate and intelligent and she knows her stuff. From the beginning, we discussed how the market works (the ups and downs) and we are all on the same page. She keeps in touch with us, reassures us and gives us optimism and peace of mind with these recent downs in the market. We are glad we found her and her amazing team and we are in it for the long run. read more

I started working with Hilary & Jen a few months ago. The process to on board and transfer my finances to Hendershott Wealth Management has been a very detailed and comprehensive approach to all aspects of my financial life. Their commitment to me and my financial goals has gone above my expectations and in the short time that I've been working with Hendershott, I have been impressed by the level of communication, in fact, I've spent more time talking and learning from them than I have spent in total talking to any other financial advisor over the last 20 years. They are also amazing at educating and explaining everything along the way, and in a way that I can easily digest and understand. I've always had a passive relationship with my finances and advisors and now I realize the importance of having a much more involved relationship that involves trust and shared interest in my goals. read more

An extraordinary financial advisor that talks in plain english, and outlines key steps to raise awareness of your financial "habits" (sometimes they can be surprising when distinguished), and get into action about creating habits that benefit you. 4 months into retirement and I feel secure, and clear about my financial "health." Thanks, Hillary! read more

I have known Hilary for over eight years now, and we met in business school at Santa Clara University. She is (and was when we first met) an incredible advocate for investing for the long haul using a diversified portfolio tailored to a client's life goals. Once my wife and I had enough investable funds under our belt, she was our first call to help get things organized and invested in an appropriate manner versus the scattered approach we were using. She also is on the cutting edge of technology and client communication, and it made it super easy for my wife and me to get together remotely to accommodate our busy schedules. She is always professional, always prepared, and we are looking forward to taking the next step of more comprehensive financial planning with her in our corner. read more

I really wanted to like Hendershott Wealth Management. They really had the benefit of the doubt for me when we started out. I had listened to a few of Hilary's podcast episodes and loved that she catered to women and couples because so many times my wife and I would be dealing with something financial, and we'd both get the impression that the person we were dealing with would be speaking only to me and not to her. Our initial meeting with Hilary went well, and after our second meeting we got the ball rolling and started transferring assets into the accounts they set up for us. I mention this because I want everyone to know that we were probably the ideal customers for Hilary's firm. They didn't have to try too hard to sell us on going with them. Things were going smoothly until one day, I sent Hilary an email asking what her advice would be on some stock options I had at a privately held company and how AMT would be assessed if we exercised those options. She responded that she needed a day or two to get back to me, which is totally fine. In the span of a week, this happened: - Sunday, I email her asking the initial question - Monday, we exchanged a few emails with ended with my asking her how AMT would factor in on a full exercise and partial sale of those options - Tuesday, I got a reply saying she'll get me an answer in a day or two. I replied and said that would be fine, I can wait a day or two for an answer. - Thursday, I reply and ask for an update, no answer - Friday, I got a reply asking to get back to me on Monday or Tuesday of the following week, then later on Friday I got an email that was forwarded from the Tax prep CPA she had referred us to with a partial answer and a lot of ambiguity. I tried to call her and get a better answer, but it was Valentine's day and by the time I got off work, everyone was gone. Okay, that's fine, I'll get the answer the following Monday. It was a little troubling to learn that she was outsourcing the answer and hadn't once told us that she didn't know. She never told us to go directly to the CPA we were already referred to and were working with. - Monday I got another email from someone in her office that attempted to clear up the ambiguity of that email. It was helpful, but didn't clear everything up so I responded and restated my original question: how is AMT calculated and how is FMV determined for a private company? - Thursday, when I emailed again asking if there were any updates. The CPA replied to me claiming to have emailed us shortly after we emailed her on Monday. Neither me or my wife got any such email (checked our spam folder and found nothing). I replied and again restated the question as clearly as I could and got response saying Hilary was on a plane. - Friday, I got an email from Hilary. In it, she blamed me for expecting an answer when she was "halfway around the world with [her] family and had no idea [she] needed to plan around still being available to [us]". She also accused us of needing to be better/open about communication with them (mind you, anyone else reading this email chain would not draw this conclusion). She also blamed me for not telling the CPA about this particular question, (apparently they discussed our situation without including us). I replied to Hilary's email apologizing if I was at fault for any miscommunication and apologizing if I was bothering her on vacation with her family. In fact, I mentioned specifically in that email that I'm a big believer in disconnecting and taking time off to spend with your family. I have no expectations of a response if you're on vacation. The thing is, she never once let us know that she was going to be unavailable/out-of-the-office/on-vacation. Not once. The next email I got from her essentially said, as we were in the process of transferring a lot of our assets into her account, that she no longer wanted to work with us and thinks we should find someone else. Wow. So here's where we were left with Hendershott Wealth Management: 1) Hilary blames us of poor communication, when anyone with a lick of common sense reading this email chain would draw the opposite conclusion 2) Hilary blames us for bothering her when she was supposed to be on a vacation with her family that she never indicated to her clients was happening. We got no communication at all regarding any unavailability. See item 1 about poor communication. 3) She essentially cuts us loose AS OUR ASSETS ARE TRANSFERRING INTO ACCOUNTS SHE HAS ACCESS TO. 4) She never once apologized or took ownership of any of the clear mistakes that were made in handling this. I wish she'd been upfront about the limits of her knowledge. How do you trust someone who isn't upfront about what they know and what they don't? See item 1 on poor communication. EDIT: Unfortunate that, even in her response, she still won't own up to *any* of this. read more

Ive only just begun with Hilary and her team, however what I've experienced thus far is professionalism, personal attention, care, attention to detail and pure brilliance! Hillary is personable, witty, full of joy and super super smart! Looking forward to a long relationship! read more

Hilary is the best! She is very knowledgeable and is extremely easy to work with. In the time we have had our retirement funds under her care they have done very well. We are confident that no one could do any better. Give her a call. read more

I've been reading and reviewing HH's emails and weekly newsletters since 2015. Her ability to engage and quickly connect with people has been quite impressive over the past few years, especially through this form of written communication. I really don't believe it's just a platform for an effective sales and marketing plan (although, I suspect, this persistent and creative approach to increase market share has likely been extremely beneficial). Its apparent, however, her purpose and mission is much deeper than just a strategy to "win friends and influence people." I'm not sure about others, but after reading these weekly "ditties," I walk away thinking, "I wanna be more like Hendershott." Thanks to HHWM and the richness within the message that's provided at no additional fee. Priceless just plan priceless!!!!! read more

The Retirement Years podcast is one of the best out there. Hilary shares information in a common sense and actionable way. There is also no judgement and I always feel so motivated to advance my finances. read more

I met Hilary at a Women's Luncheon where she was the keynote speaker. I attend a lot of these events, and usually find the message or person delivering to be the same ole...ole....Not Hilary! Her message - was clear concise and easily delivered - TIP - now you don't have to be at a luncheon - join her podcast - Profit Boss Radio. Next TIP- if she offers a 30 minute consultation session - look into it! Hilary takes her time to understand YOU! (and your Family if spouse, etc.) read more

I sought out Hilary for her expertise and I found her to be super knowledgeable and helpful. She has provided me with direction I haven't yet found when I've sought out financial professionals. And that says a lot considering Hilary and I have only had a few financial related conversations up to this point. I also really appreciate that she's provided her Profit Boss podcast as a resource to me. I just started listening to it and I definitely look forward to continuing that! read more

Hilary has been our financial advisor for a few years now and has transformed the way we look at our money, investments and retirement planning. She is more communicative and direct than any other financial planner we've ever had, and I love that she proactively contacts us when there's big news, rather than waiting for us to freak out or call her. Beyond retirement, Hilary even helped us put some systems in place to track our everyday spending, and her philosophy helps us focus on the future, while not depriving ourselves in the present. She empowers and educates us at every turn. Hilary never minces words and I appreciate her tough love approach. I finally feel like we have a true partner in helping us reach our goals! read more

I have been following Hillary for over a year now. I love her podcasts and I love her weekly financial summary newsletter. My goal this year is to listen to all her podcasts and also check out each guest. two done so far! She was also willing to work on me with a non-offered service and I am grateful for that read more

Profit Boss Radio has become one of my favorite podcasts. Hilary Hendershott provides practical, achievable ideas on how to meet my financial goals. Episode 154 with Danielle Hayden is going to help me take my business to the next level! read more

It's been a crazy trip! Hilary and Jen have managed to change my mentality towards finances. I participated in their program called $50K multiplier. I went in with some very bad financial habits, messy accounts, and practically 0 knowledge about: investing, 401K, health plans, insurances etc. After several months of work, my finances are all sorted out. Everything is automated, I know where I am standing at every given moment, and my credit score went from high 600's to high 700's. I had phobias about investing, but with these ladies I am comfortable doing it because they actually took the time to explain it to me. Once I got the basics, I couldn't believe the amounts of money I have missed out on because I had not been investing. Hilary is a fiduciary financial advisor, so you know that she always has the clients' best interest in mind. The other thing that was great about the program was that they focus on women (let's face it, we are not particularly interested in finances), and figuring out the underlying reasons of each person's financial mess. Once you realize why you keep making the same mistakes, it is easier to avoid them. Overall, it has been a great experience and a big transformation!!! P.S. She also has a podcast - Profit Boss Radio - make sure you listen to that. Very good source of information! read more

I have used Hilary for all my financial needs for many years and she is amazing. She offers really unique reporting charts that tell you exactly how your stocks are doing so you always know how your doing on any given day. She also uses the latest tools and techniques to stay ahead of the market and her customer support is unparalleled. Rest assured you are in good hands. read more

I would highly recommend Hilary! She is a thoughtful and proactive financial advisor with a strong knowledge and understanding of the financial industry. For the last several years, she has skillfully managed our investments. Her approach has always been to inform, educate, and help my husband and I make sound financial decisions. We feel very confident and secure knowing that she understands our long-term financial goals and can help us achieve them. read more

I started working with Hilary about a year ago. She is a kind teacher. She empowers me and never talks down to me about my money. She is a great listener. When I started the process of getting to know her, I listened to all of her podcasts and watched all of her YouTube videos. It was a great way to get to know her philosophy about money. She did not rush me into making a decision. She has surrounded herself with a quality network of people, because she is determined to be successful. read more

Hilary is that rare combination of beauty, brilliance with a heartfelt passion to help woman get a true grasp of their money and financial future. I have complete confidence in her advice and insight into the heart of my financial plans. Thank you Hilary. I am blessed to have your eyes on my financial life. With your help I know in my soul that my very ambitious financials plans may actually come true... read more

I was referred to Hilary by my son in 2013/14. I needed to invest my moneys with someone that wanted to see my investment grow, teach me how to live within my means and live debt free. I also needed to trust someone to do that for me. Hilary took a personal approach to our relationship. We meet, went over my portfolio and made a plan. Hilary and the investment team of Hendershott Wealth Management have my complete confidence. They want you to understand your money and make it work for you. Thank you for caring! You are Appreciated. read more

If you are looking for a financial mentor, ally, advocate and professional to be a part of your team, look no further! Hilary is a consummate professional, while being as down to earth as they come. She tailors her approach to meet the unique situation you are in and to speak to you in accessible terms, leaving you clear and confident about the trajectory that will make the most of your portfolio and financial milieu. As someone who feared money for a very long time, I have so appreciated Hilary's willingness to educate and empower me around my investments. Being able to entrust the minutiae into her capable hands has allowed me to appreciate the wealth in my life while simultaneously identifying both the aspects that I don't have to worry needlessly about as well as the areas where I need to take action. As a result, I have an amazing peace of mind around money today that seemed unimaginable before meeting Hilary. As a listener to the Profit Boss podcast, I am in awe of the laser-sharp focus that guides Hilary's entire enterprise: being an empowered woman who empowers others. With humor, vision and a refreshing sense of practicality, she engages in conversation with powerful, dynamic, creative and inspiring women (and men) whose voices I would never otherwise hear. She "walks the walk" -- not only putting her money where her mouth is, but more amazingly, she puts her mouth where her money is. You will only benefit from listening what she, and her amazing conversation partners, have to say. read more