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.
At the Hillard Haggerty 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 we manage over three-quarters of a 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 Haggerty Group to work for you.
At The Hillard Haggerty Group, we are very proud that Financial Advisor David Hillard was named a Barron’s Top 1,200 Advisor in 2014, 2015, 2016, 2017 and 2019. It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations, David!
A multigenerational team where each member has a unique specialty honed to best serve our clients. Learn more about how we work, what makes us tick, and what makes the Hillard Haggerty Group the right partner for you.
Recent studies suggest that most high-net-worth individuals are not thrilled with their advisor. If that describes you, discover the four questions you should be asking yourself—and how our team can help you change that.