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Jennifer R

CFP®, Series 63, Series 65

Goshen, IN

Hendershott Wealth Management, LLC

Jennifer Rupp is a CFP® with 17 years of industry experience, currently serving at Hendershott Wealth Management, LLC. Her prior experience includes roles at Mutual Securities, Inc. and Guidance Investment Advisors, LLC. Outside of her advisory work, she is an independent consultant for Arbonne, a non-investment related business. Hendershott Wealth Management provides investment and planning services to individuals, trusts, estates, charitable organizations, and business entities, including high-net-worth clients. The firm offers tailored portfolio management, financial planning, and a financial coaching program, primarily using mutual funds, ETFs, and model portfolios with a non-discretionary approach requiring client approval for transactions.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Kristy L

CFP®

South Jordan, UT

Hendershott Wealth Management, LLC

Kristy Larm is a CFP® professional with over 16 years of industry experience, currently serving as an advisor at Hendershott Wealth Management, LLC. She previously worked at Wilson Financial Advisors from 2010 to 2026 before joining her current firm. Hendershott Wealth Management provides advisory services to individuals, trusts, estates, charitable organizations, and business entities, managing approximately $305.8 million in client assets. The firm offers portfolio management, financial planning, financial coaching, and pension consulting, focusing on non-discretionary strategies that emphasize mutual funds, ETFs, and long-term investment approaches.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Hilary H

CFP®, Series 65

Fishers, IN

Hendershott Wealth Management, LLC

Hilary Hendershott is a CFP® and Series 65 credentialed advisor with 18 years of industry experience. She is the managing member and investment adviser representative at Hendershott Wealth Management, LLC, where she has worked since 2014. Hilary previously worked at Bhpr Equity Research Corp and operated Hilary Hendershott Financial, LLC. Hendershott Wealth Management serves individuals, trusts, estates, charitable organizations, and business entities, managing approximately $305.8 million in client assets. The firm provides primarily non-discretionary portfolio management, financial planning, and consulting services through a combination of firm model portfolios, third-party asset managers, and specialized programs such as Ignite Investing for smaller accounts.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Hollina W

CFP®, Series 66

Bend, OR

Hendershott Wealth Management, LLC

Hollina Wadsworth is a CFP® with four years of industry experience, currently serving as an advisor at Hendershott Wealth Management, LLC. Prior to joining Hendershott, she worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC, and she also spent six years at Baker Boyer Bank. Hendershott Wealth Management advises individuals, trusts, estates, charitable organizations, and business entities, serving clients across a range of asset levels. The firm emphasizes non-discretionary portfolio management using model portfolios and third-party managers, focusing on mutual funds and ETFs with a long-term approach, while offering specialized services such as financial coaching and a program tailored for smaller accounts.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Alyssa H

CFP®

Pismo Beach, CA

Hendershott Wealth Management, LLC

Alyssa Hause is a CFP® professional with five years of industry experience, currently serving as an advisor at Hendershott Wealth Management, LLC. She has been with Hendershott Wealth Management since 2020 and also works with Family Wealth Consultants, Inc., where she prepares financial plans and handles client follow-up. Hendershott Wealth Management provides investment and planning services to individuals, trusts, estates, charitable organizations, and business entities, including high-net-worth clients. The firm offers portfolio management, third-party asset manager selection, financial planning, and a financial coaching program, delivering tailored advice based on client objectives and risk tolerance.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Ashley B

CFP®, Series 63, Series 65

Covington, GA

Hendershott Wealth Management, LLC

Ashley Bradford is a CFP® professional with two years of industry experience, currently serving with Hendershott Wealth Management, LLC. Prior to joining Hendershott, Ashley held roles at Trinity Wealth Securities, Florida Financial Advisors, and other firms, and is the founder and CEO of Wealthy and Winning Financial Solutions, LLC, providing personal and business financial coaching. Hendershott Wealth Management advises individuals, trusts, estates, charitable organizations, and business entities, managing approximately $305.8 million in client assets. The firm emphasizes non-discretionary portfolio management through firm model portfolios and third-party managers, focusing on fundamental analysis and long-term strategies while offering services like financial coaching and 401(k) consulting.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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