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Hefren-Tillotson, Inc.
       
 
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Hefren-Tillotson, Inc.
 
 
Overview: 

Meticulous wealth management for more than 65 years

At Hefren-Tillotson, we define who we are by how well we understand who you are. It’s that simple.

Since 1948, we’ve provided clients with comprehensive, unbiased advice relating to all aspects of their personal financial situations because we listen. We learn who you are. We see the future through your eyes.

Over the decades, we’ve seen countless children grow up and go to college. We’ve helped to provide secure retirement plans for clients who become like family to us. We’ve watched your businesses take off, helped you stay the course during difficult times and celebrated your life’s milestones the best way we know how: by offering sound, meticulous financial advice all along the way.
A forward-looking approach for today and tomorrow

Today, with over $9 billion in client assets, Hefren-Tillotson is one of the oldest and largest full-service wealth management firms headquartered in Western Pennsylvania.

We were recently named one of the Top Places to Work in Pennsylvania by the Pittsburgh Post-Gazette. Many of our advisors have consistently been named among the Five-Star Wealth Managers in Pittsburgh Magazine. And we are proud supporters of numerous charitable, arts and cultural institutions throughout the Pittsburgh region.

Dotting the i’s. Crossing the t’s. Attention to detail and unwavering client service. It’s how we built our family-owned business. It’s how we do business today. It’s in our DNA and will always be a part of who we are.
History: 

A name synonymous with integrity since 1948

Hefren-Tillotson has always been all about family: our family-owned firm helping your family meet its unique goals for today and tomorrow. And it all began with our founder, Willard J. “Bill” Tillotson.

Mr. Tillotson's career was highlighted by numerous accomplishments. But his greatest success was having the foresight to recognize that in order for clients to achieve their long-term financial goals, they’d need a step-by-step, detailed plan.

In his early days at the firm--and more than 35 years ahead of the competition--Mr. Tillotson developed the MASTERPLAN approach, a comprehensive, written review of an individual's financial goals and objectives.

Long before financial planning services became a popular offering across the financial services industry, Hefren-Tillotson advisors were using the MASTERPLAN  to help clients gain clarity on their financial objectives and fine-tune their wealth management strategies throughout life's transitions. For our investors today, the MASTERPLAN approach is still at the heart of their financial success.
The family tradition lives on

As a company that is still family owned, Hefren-Tillotson gives our professionals an uncommon perspective for serving our clients. We understand the importance of family goals and ambitions in managing your portfolio. And we will continue to help you choose strategies that support your most personal objectives, for the security of your family for generations to come.


 
 
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