The Hefren-Tillotson History

A name synonymous with integrity since 1948

Hefren-Tillotson has always been all about family: our family-owned firm helping your family meet its unique goals for today and tomorrow. And it all began with our founder, Willard J. “Bill” Tillotson.

Mr. Tillotson's career was highlighted by numerous accomplishments. But his greatest success was having 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.

In his early days at the firm--and more than 35 years ahead of the competition--Mr. Tillotson developed the 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, Hefren-Tillotson advisors were using the MASTERPLAN  to help clients gain clarity on their financial objectives 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.

The family tradition lives on

As a company that is still family owned, Hefren-Tillotson gives our professionals an uncommon perspective for serving our clients. We understand the importance of family goals and ambitions in managing your portfolio. And we will continue to help you choose strategies that support your most personal objectives, for the security of your family for generations to come.

To learn more about Hefren-Tillotson, read about our investment firm staff and our latest company and financial news.

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