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For more than 50 years, the professionals at Hefren-Tillotson have been driven by a shared ideal: to earn our clients' trust by providing them with comprehensive, unbiased advice surrounding all aspects of their financial situation. Today, the firm is one of the oldest and largest full-service wealth management firms headquartered in Western Pennsylvania with over $4 billion in client assets.
While Mr. Tillotson's career is highlighted by numerous accomplishments, his greatest success was the foresight to recognize that for clients to reach their long-term financial goals, coordination of their entire financial situation was necessary. Through his thoughtful insight into client needs and recognition of the importance of a written plan, he developed a comprehensive approach to advising clients called Masterplan. Unlike the methodology of the day which centered finding the latest hot stock, Mr. Tillotson's Masterplan approach led to an understanding of each client's unique personal goals and a plan that integrated all aspects of their financial situation, including wills, insurance, investments, retirement benefits, and taxes. Decades later, the entire financial services industry awoke to the realization that client needs cannot be met uncoordinated transactions, but only through comprehensive, coordinated, and personal "financial planning." Today, Masterplan remains at the core of our approach to provide clients a wealth management program aligned with their financial goals.
In his early days at the firm-and more than 35 years ahead of the competition-Bill Tillotson identified a need among his clients for insightful, coordinated investment planning services. He developed the Hefren-Tillotson 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, advisors at Hefren-Tillotson were using the Masterplan approach to help clients gain clarity on their financial objectives and chart out wealth management strategies throughout life's transitions. Masterplan remains at the core of our services for individual investors today.
Currently, Bill Tillotson is the Chairman of Hefren-Tillotson and of its holding company, Masterplan, Inc. His daughter (and the late Art Hefren's granddaughter), Kim Tillotson Fleming, is the current President of the firm.
The family tradition at Hefren-Tillotson gives our professionals a uncommon perspective to serving our clients. We understand the importance of family goals and ambitions in managing your portfolio, and our Masterplan approach is designed to help you choose strategies that support your most personal objectives.
We take pride in growing our business in a way that supports the well-being of our employees and our community. Hefren-Tillotson was named the Western Pennsylvania Family Business of the Year (2000) by the Katz Graduate School of Business at the University of Pittsburgh; the #1 Place to Work in PA (2001). We also take part in fundraising activities for the Leukemia Society of Western PA; Big Brothers/Big Sisters; The Carnegie Museums; Easter Seals; The Firefighters of Pittsburgh; Kops for Kids; United Way; Children's Hospital of Pittsburgh; YWCA; the Muscular Dystrophy Association; the National MS Society; and many arts and cultural institutions in the Pittsburgh region.
To learn more about Hefren-Tillotson today, read about our staff or our latest company news.
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