Hilary Hendershott, MBA, CFP®, is the founder and CEO of Hendershott Wealth Management, a fee-only fiduciary wealth management firm serving high-earning women and families across the United States.
She built her firm around the belief that high-earning women and families facing complex financial decisions deserve sophisticated advice delivered with clarity, coordination, and partnership. Her work focuses on helping clients navigate concentrated stock positions, equity compensation, retirement transitions, and other high-stakes financial decisions where taxes and timing can materially affect outcomes.
Hendershott is the creator of Ultra Tax Efficient Wealth Management® (UTEWM®), an approach that integrates tax-aware investing into portfolio design and long-term wealth management. A member of the Investopedia Advisor Council, she is also a financial educator whose YouTube channel, top 0.5% globally ranked Love, Your Money® podcast, and written content help investors better understand the intersection of investing, taxes, behavior, and long-term wealth creation.
Known for her human-centered approach to wealth management, Hendershott believes financial outcomes are shaped not only by investment returns, but also by behavior, decision-making, and thoughtful planning. In 2026, she received the InvestmentNews Advisor of the Year (Regional – West) award. More information about her work can be found at the company website.
