Meticulous wealth management since 1948
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.
A forward-looking approach for today & tomorrow
Today, with over $10 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 coveted "Five-Star Wealth Manager Award" issued 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.