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About Us

Company Overview

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.

for the individual.
in thought and action.
through family culture.
to excellence.

An Approach for the Future

Today, with over $13 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.

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.

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.

Our Founder
Willard J. Tillotson

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.


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.


You Can Rely On.

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Hefren-Tillotson Inc. is a leading diversified financial services firm providing investment and retirement plan management and comprehensive, financial planning through MASTERPLAN® for individuals and businesses. The firm’s wealth management services are administered by Certified Financial Planner (CFP) professionals, Chartered Financial Analyst (CFA) Charter holders, attorneys, Chartered Life Underwriters, and CPA/PFS’s. Hefren-Tillotson offers corporate services including 401(k) retirement planning, executive financial counseling, fiduciary reviews and workplace financial planning seminars. Founded in 1948, the firm is headquartered in Pittsburgh and has offices located in Pittsburgh, Butler, Greensburg, North Hills, and South Hills. MEMBER SIPC.