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 Wealth Solutions Group, we are very proud that Financial Advisor David Hillard was named a Barron’s Top 1,200 Advisor in 2019, 2020, 2021, 2022 and 2023 and a Forbes Best-in-State Top Wealth Advisor in 2021 and 2023, Financial Advisor Lori Keller was named a Forbes Top Women Wealth Advisor in 2022 and 2023 and a Forbes Best-In-State Wealth Advisor in 2022 and 2023, and Financial Advisor Micah Williams was named a Forbes Top Next-Gen Wealth Advisor in 2023. 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!
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.
As equity investors face continuing challenges, an elevated bond yield environment has changed the equation.