Welcome to Hilliard Lyons
Hilliard Lyons may be new to you, but we’re far from new to wealth management. For more than 160 years, Hilliard Lyons has helped individuals, families, and business owners develop and protect their wealth.
We’ve maintained a single focus – listening to and understanding clients’ interests and building strategies that align with their financial goals. We work closely with clients to help define their goals and develop a comprehensive plan that works toward accomplishing them.
The right resources to help grow, protect, and transfer your wealth Wealth management is much more than investment management.
True wealth management encompasses your entire financial life – from wealth accumulation and saving for your first house to planning for your children’s education, selling or passing on a business, planning for your retirement, and ultimately to the transfer of that wealth to the next generations. It is essential to have a team of professionals with the ability to see the big picture and develop strategies for each of these life events. It requires a deep understanding of the complex trends in business, technology, governmental policy, and the economy. Knowing how these trends can affect your investments and your life goals requires a network of support, a commitment to listen carefully to you, and insight born from experience.
Our objective is simple: to help clients achieve their objectives.
Personal Wealth Management Solutions
Building a solid plan is the starting point for any comprehensive wealth management strategy.
By getting to know your family and business and understanding your family and financial goals, your Hilliard Lyons Wealth Advisor can leverage our broad range of capabilities to help you meet those goals. You will always face a dizzying array of investment options. But by knowing your preferences and objectives, we can create a personalized, fine-tuned approach aligned with your specific situation.
“Our objective is simple: to help clients achieve their objectives.”
Investment insights for today’s markets
Founded in 1854 in Louisville, Kentucky – on the simple premise of putting clients first – Hilliard Lyons provides the complete spectrum of wealth management resources needed to navigate today’s complex markets.
Central to our mission are the personal relationships that our Wealth Advisors forge with clients, backed by industry research expertise, state-of-the-art technology, and innovative approaches to financial planning, estate planning, cash management, lending, business succession, and personal investing services.
The choice of seven generations of investors
Over the years, thousands of individuals, families, and business owners have entrusted their financial futures to Hilliard Lyons.
We are single-minded in our commitment to growing and protecting clients’ wealth. As a result, we consistently enjoy high ratings in client satisfaction.*
To schedule an appointment with one of our Wealth Advisors or to learn more about Hilliard Lyons, visit us at www.hilliard.com, or call 1.800.444.1854 today.
What We Offer
Hilliard Lyons offers a full range of wealth management services for your personal and professional life:
- Financial Planning
- Wealth Management
- Trust Services
- Investment Banking
- Cash Management
- Insurance Services
- Personal Investing
Contact your Wealth Advisor for more details.
J.J.B. Hilliard, W.L. Lyons, LLC | Member NYSE, FINRA, & SIPC