What could you accomplish with the strength of a ten-person team behind you?

A team with a wide range of expertise, backed by a global giant like RBC Wealth Management, and committed to helping you grow more than wealth. We think the answer is: a lot. We invite you to explore our website to learn more about who we are, what we offer and—most importantly—how we can help you. Then contact us to schedule a meeting. We look forward to hearing from you.

Your wealth represents sacrifice

A consistently excellent experience

Proud to work with nationally recognized teammates

At the Hillard Wealth Solutions Group, we are very proud that Financial Advisors David Hillard, Lori Keller and Micah Williams have received several prestigious awards. It’s an honor to have teammates nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations, David, Lori, and Micah!

David Hillard

  • Barron’s Top 1,200 Advisor - 2020, 2021, 2022, 2023
  • Forbes Best-in-State Top Wealth Advisor - 2021, 2023

Lori Keller

  • Forbes Top Women Wealth Advisor Best-in-State - 2022, 2023, 2024
  • Forbes Best-In-State Wealth Advisor - 2022, 2023

Micah Williams

  • Forbes Top Next-Gen Wealth Advisor - 2023

The Hillard Wealth Solutions Group was also named a Forbes Best-In-State Wealth Management Team in 2024.

Minimizing risk and maximizing opportunity

At the Hillard Wealth Solutions Group, we don’t believe in relying on market averages. We work with you to create a custom plan that minimizes risk, maximizes opportunity, and creates lifetime income streams. That's why our team of 9 manages over $1.7 billion dollars in assets for foundations, endowments and families in over 40 states—because we excel at creating holistic wealth management strategies that perform in extreme markets.

Contact us today to discuss your wealth management goals and how we can put the strength of the Hillard Wealth Solutions Group to work for you.

Meet the team

Learn more about us.

Latest Insights

Relay runners passing baton

Inside the S&P 500: Time to pass the baton?

While mega-cap tech stocks have dominated U.S. equity performance so far this year, recently the rest of the market has been trying to take the baton. We discuss the main factors needed to make a clean handoff.

Read more