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MASTERPLAN 101 - Lesson 2 is HERE

About Us

Our Vision and Mission

At Hefren-Tillotson, we strive to be recognized for our unrivaled combination of successful wealth management solutions and exceptional client service. We will become and remain your most trusted advisor.

Respect

for the individual.

Integrity

in thought and action.

Teamwork

through family culture.

Commitment

to relentless excellence.

A Heritage of Success

Since 1948, our family-owned firm focuses on providing clients with unbiased advice relating to all aspects of their financial situations.

Founder Willard J. “Bill” Tillotson had 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.

More than 35 years ahead of the competition, the MASTERPLAN® approach was born, providing a comprehensive, written review of an individual's financial goals and objectives.

Long before the practice became popular in the industry, Hefren-Tillotson advisors were using the MASTERPLAN to help clients gain clarity 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.

An Approach for the Future

Today, with over $12 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 among the "Best Places to Work in Pennsylvania" by the Pittsburgh Business Times. Many of our advisors consistently receive the FIVE Star Wealth Manager Award presented by Five Star Professional and published in Pittsburgh Magazine.

We are proud supporters of numerous charitable, arts and cultural institutions throughout the Pittsburgh region, spawning our dedicated community outreach program HT Cares.

As a company that is still family owned, we understand the importance of family goals and ambitions in managing your portfolio. We will continue to help you choose strategies that support your most personal objectives, for the security of your family for generations to come.

Experience.

You Can Trust.

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.

Insight.

You Can Rely On.

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Hefren.com is sponsored by Hefren-Tillotson, Meticulous Wealth Management Since 1948. Hefren-Tillotson is headquartered in Pittsburgh, Pennslvania and has locations in Downtown Pittsburgh, Butler, Greensburg, Wexford and Southpointe in the South Hills. Our financial advisors and investment advisors offer full service, personalized financial planning and retirement planning. Our MASTERPLAN approach can help you plan for the future with a focus on asset management and portfolio management. If you’re looking for time-tested financial advice in the Pittsburgh area, Hefren-Tillotson financial planners are here to help. Securities offered by Hefren-Tillotson, Inc., member of FINRA and SIPC.