Founded in 1854 and the first southern firm to join the New York Stock Exchange, Hilliard Lyons is a regional wealth management firm. With headquarters in Louisville, Kentucky, our presence extends into 70 branch offices within 12 states. With a mission to guide our clients toward financial peace of mind, we focus on the creation, preservation, distribution, and transfer of our clients’ wealth to the next generation. We provide comprehensive wealth management services and advice, inclusive of retirement, business succession, trust & estate, and educational planning. Our extensive menu of investments includes professionally managed accounts, stocks, bonds, mutual funds, annuities, insurance, and investment banking. For additional information, visit us at www.hilliard.com.
