Hefren-Tillotson is a family-owned, Pittsburgh-based firm with branch offices in Butler, Wexford and Upper St. Clair that specializes in creating personalized financial plans, our exclusive Masterplan process, each designed to fit your own unique situation.
Hefren-Tillotson, an innovative leader in comprehensive wealth management services since 1948, has helped investors by providing peace of mind with the exclusive Masterplan approach to financial planning.
What is a Masterplan? It's your personalized financial road map with tailor made investment advice, asset management, estate planning, trust and insurance needs consolidated into one document.
Why Masterplan? Life transitions can be the most stressful periods in a person's life. There are literally a myriad of choices that must be made that could affect the way you and your family will live for the balance of your lives.
At Hefren-Tillotson, our professional advisers have helped thousands of clients with these challenges: preparing for a successful retirement, saving for college funds and planning for a secure financial future. We provide information and guidance to help you make the important decisions during life's many changes, especially retirement, and then keep you abreast of market trends and help you take advantage of the opportunities they present.
At Hefren-Tillotson, we're proud of the extraordinary level of expertise among our employees, including certified financial planner professionals, chartered financial analyst charterholders, attorneys, accredited asset management specialists, and certified public accountants.
With nearly 60 years in the investment business, we have the necessary time, experience, and research capabilities to help you meet your financial goals.
As you can see, Hefren- Tillotson is much more than a full-service investment firm. We are a team of investment and financial planning professionals dedicated to helping our clients become and remain financially independent. Our mission is clear: "To Become and Remain our Client's Most Trusted Advisor."
Whether individual or corporate, we work with our clients, helping them shape their financial goals.
At Hefren-Tillotson, our goal is to make you a customer for life. That's how we know we're doing the job right. If you would like to learn more, please contact Susie Barbour, director of marketing and communications, at 888-405-0990.
Hefren-Tillotson-Pittsburgh, Butler, Wexford & Upper St. Clair. Member SIPC.
