Hilary Hendershott

CFP®, MBA
Personal Finance, Retirement, Investing
39
Answers
7
Articles
“Hilary is a leading fee-only fiduciary financial advisor for women. Hilary's mission is to motivate women to be financially empowered. She has worked for more than 19 years with women and couples to secure their financial futures. ”
Firm:

Hendershott Wealth Management, LLC

Job Title:

Financial Advisor for Women

Biography:

After only her first few years working in the financial services industry, Hilary Hendershott knew there was a gap in the marketplace- hundreds of thousands of women eager to be making wise investment decisions and a male-dominated financial industry that simply wasn’t meeting their needs.

Hilary believes that women need a female financial planner who speaks their language to empower them to make smart, safe, and proactive financial moves. Thus, Hendershott Wealth Management, one of the first and only female focused Registered Investment Advisory firms in the country, was born.

Hilary is a female financial advisor who serves women who have $500,000 or more in investable assets. Hilary provides top tier wealth management services, delivered in ways that feel more like a relaxing day at the spa than a tedious meeting with the accountant.

Hilary's clients are her top priority. She works with her clients in ways that work for them. For each course offering, Hilary present the material in multiple formats, so her clients have the tools she offers in the ways they can best use them. She makes use of technology, so her and her clients can work together across time zones and geographies. 

Hilary uses plain language, true stories, and the best of everything she has access to through her training, her relationships, and her “got your back” know how to help her clients transform their financial reality into the life of their dreams—the life that matches who they are…the life they most want.

Hilary is also the host of Profit Boss Radio, THE podcast for women and money.

Profit Boss Radio highlights powerful, wealthy women who have created success on their own terms. During these frank conversations, we pull back the curtain and reveal how some of the wealthiest women really think and feel about their money.

Hilary Hendershott is a financial advisor serving the San Francisco Bay Area including San Jose, San Francisco, Mountain View, Sunnyvale, Santa Clara, Morgan Hill, Los Gatos, Monte Sereno, Saratoga, Santa Clara, Palo Alto, Redwood City, Oakland, Berkeley, San Rafael and Marin

Education:

BS, Economics, Santa Clara University
MBA, Finance, Santa Clara University

Assets Under Management:

$75 million

Fee Structure:

Fee-Only

CRD Number:

5573791

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Where is the best place for my wife and I to place $200,000 if we are in our 70s and want no risk, but maybe some growth?

Since risk is related to return, the only place for a truly "no-risk" investment is in either a high yield savings account or a CD with a guaranteed rate of return. You'll get slightly higher rates on CDs because they are timed investments; you'll pay a slight penalty if you withdraw earlier than the period on the contract. Since the investment amount is below the FDIC insurance amount of $250,000 per depositor, the first two options are literally risk free.  

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