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Our Mission

Focusing On What Matters.

Our mission is to take care of our clients as best as we can, and we promise to treat your money as carefully as our own. Our focus begins but does not end with investments. We review your total financial picture to ensure all of its components work effectively together. Our long list of services includes insurance review, liability management, retirement education, and trust and estate planning. We also help business owners with succession planning and their employee retirement plans.

We Make Expertise Accessible.

We recognize that the world and our industry is evolving at an amazing pace. To stay ahead, Our Wealth Advisors and financial professionals are committed to pursuing continuing education, industry designations, certifications, and programs and continued education to fine-tune their approaches knowledge and apply develop cutting-edge wealth management strategies to support our clients in an ever-adapting world.

Community Involvement

At Hilliard Lyons, we believe in going beyond expectations when it comes to investing in our local communities. Across twelve states and over 70 offices, our employees and advisors devote time, talent and treasure serving a diverse group of service organizations, cultural endeavors, health initiatives and educational institutions.