Meticulous Wealth Management is Only the Beginning

We are committed to exceptional client service and harnessing our full range of resources to help you achieve your unique financial goals.

Our Mission

To become and remain your most trusted advisor.

Our Vision

To be nationally recognized for delivering an unrivaled combination of successful wealth management solutions and exceptional client service.

Our Values

Deep Respect for the individual

Integrity in thought and action

Teamwork supported by a Family-Oriented culture

Relentless Commitment to Excellence

Committed to our Clients, Community and Employees

With a 70+ year history and more than $18 billion in client assets, Hefren-Tillotson is one of the oldest and largest full-service wealth management firms headquartered in Western Pennsylvania. Our individualized service, integrity and meticulous research-based plans have always been the hallmarks of our success.

Across the region, we are dedicated supporters of numerous charitable, arts and cultural institutions. Our work on behalf of others inspired us to create our own community outreach program, HT Cares.

We were proud to be recently named among the “Best Places to Work in Pennsylvania” by the Pittsburgh Business Times and many of our advisors consistently receive the FIVE Star Wealth Manager Award presented by Five Star Professional and published in Pittsburgh Magazine.

As a company that has always been privately held, we understand the importance of family, goals and ambitions in managing your portfolio. We will work tirelessly to help you choose strategies that feel right to you, reflect your values and support your most personal objectives for the security of your loved ones today, tomorrow and for generations to come.

A Name Synonymous With Integrity

Since our founding in 1948, Hefren-Tillotson has excelled at providing clients with research-based, unbiased advice relating to all aspects of their financial situations.

Long before other firms adopted similar practices, Hefren-Tillotson pioneered the personalized MASTERPLAN® approach because we saw the value of a process that was both customized and methodical. Today, it is the gold standard in helping clients gain clarity and fine-tune their wealth management strategies to navigate life’s transitions. It is 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, Bill’s MASTERPLAN® approach was born, providing a comprehensive, written review of our clients’ financial goals and objectives.

Today, Hefren-Tillotson is privately held and proud to serve many second- and third-generation clients who continue to place their trust in our advisors.

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