Get to know

Lillian Hoyer

  • Read Lillian's biography.

    Lillian Hoyer brings over a decade of dedicated expertise as a senior client services representative and financial planning associate at William Howard & Co. Since her start, Lillian has been instrumental in scheduling client meetings, collecting client data, and addressing client queries with precision. Lillian prepares comprehensive correspondences and standard reports, ensuring seamless communication. She also participates in client meetings and assists with establishing new accounts, managing client and custodian paperwork, and generating client portfolio reports. 


    Outside the professional realm, Lillian finds comfort in various interests, from walking at the Morton Arboretum and local forest preserves to immersing herself in books and crafts. Home remodeling projects also occupy her time, alongside treasured moments shared with her son, daughter-in-law, and extended family.


    Her altruistic spirit is shown through her support for charitable organizations like St. Jude's Children's Research Hospital, The Salvation Army, and the Tunnel to Towers Foundation, reflecting her commitment to making a meaningful difference beyond the workplace.


    With a passion for client service, a keen eye for detail, and a heart dedicated to philanthropy, Lillian Hoyer embodies the essence of a well-rounded professional and community member.

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Get to know what makes us unique.

Lillian Hoyer is a Senior Client Services Representative and Financial Planning Associate with over a decade of experience at William Howard & Co., where she supports every step of the client journey—from scheduling meetings and gathering data to preparing reports and managing paperwork. Known for her precision and professionalism, she helps ensure clear communication, smooth account setup, and responsive service that keeps clients informed and confident.

Comprehensive Financial Solutions

Your goals are our priority.

Clients appreciate working with Lillian because of her thoughtful attention to detail, calm professionalism, and deep knowledge of financial planning operations. She brings a steady hand to every interaction, making clients feel heard, supported, and well-informed. Whether coordinating complex paperwork or answering time-sensitive questions, Lillian ensures that every task is handled efficiently and every client feels like a priority.

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Retirement planning for long-term security.
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Investment strategies tailored to your goals.
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Tax optimization to maximize wealth.
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Divorce financial guidance for transitions.
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Insurance solutions to protect your assets.
Get in touch.

Get the clarity you deserve.

  • What makes your financial approach unique?

    We provide independent, fee-only financial planning, ensuring every recommendation is in your best interest. Every client gets a highly personalized approach, focused on long-term strategies tailored to your specific needs and lifestyle in Naples.

  • Can you help with tax and estate planning?

    Yes. We help clients navigate estate and wealth transfer strategies, ensuring their financial plans align with long-term goals and minimize tax implications. While we collaborates with tax and legal professionals, we also work to provide strategic planning tailored to your needs.

  • Do you only work with clients in Naples?

    No. We can work with clients in multiple states through virtual and in-person meetings. While we have a strong local presence in Naples, our flexible planning approach allows us to work with clients wherever they are.