Hilary Disher

Hilary Disher, CFP®, CPA (Inactive)

Private Wealth Advisor
Walnut Creek, CA

Hilary Disher is a private wealth advisor for the Private Wealth division of Blue Trust and serves her clients out of the office in Walnut Creek, California.

As a CERTIFIED FINANCIAL PLANNERTM certificant and an experienced wealth advisor to individuals, families, and businesses, Hilary uses her objective perspective to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. Her goal is to help those she serves focus on the things that matter most to them.

Prior to joining Blue Trust, Hilary was a wealth advisor and tax strategist at CAVU Wealth Advisors for eight years. She previously worked with Goldman Sachs Private Wealth Advisors and their high-net-worth clients, consulting on strategic income tax planning and estate tax matters. Before her time with Goldman, she spent more than eight years at Deloitte Tax LLP, where she realized the value that sound tax planning can bring to all aspects of life and decided to redirect her career to focus on tax planning for individuals.

Hilary earned her BSBA in professional accounting from the University of Richmond, where she graduated magna cum laude.

Hilary and her family have lived in many places in the world including Hawaii, Virginia, Africa, and Asia, due to her husband’s career. As a result, she’s been active in the local churches in which they have been a part. She served on Tokyo Union Church’s 150th-year celebration committee, where she helped plan several major events focused on celebration, reconnection, and outreach. She also worked with the finance team to update the reporting and communication of stewardship with the church.

Hilary and her husband, Justin, have a son and a daughter.

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We first called Blue Trust to determine how soon I could retire. Our Blue Trust advisor guided us on a spiritual path at exactly the right time to focus us on God’s will at this stage of our lives and we will be forever thankful.

Jim & Norma W.Lake Elsinore, CA

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I've been involved with financial planners for well over 40 years. There's very few of them that do it like Blue Trust. Very few concentrate on giving as part of the overall plan.

Terry Parker, Cofounder of National Christian FoundationFeatured in Faces of Generosity

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Working with our Blue Trust advisor and their team of experts has been a 'game changer' for us to ensure we are managing our wealth wisely and being generous with the time, talents, and treasure we’ve been given--all from a biblical worldview.

President & CEO of a large privately owned companyDagsboro, DE