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.

Robert Hendershott is a financial advisor at Hendershott Wealth Management, LLC with 10 years of industry experience. He holds a Series 65 designation and has previously worked at BHZ Capital Management and BHZ Equity Research. Hendershott is also a finance professor at Santa Clara University, a position he has held since 1993. 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, financial planning, and a financial coaching program, delivering tailored advice primarily through mutual funds, ETFs, and model portfolios under non-discretionary arrangements.

Hilary Hendershott is a CFP® credentialed advisor with 17 years of industry experience. She is the managing member and investment adviser representative of Hendershott Wealth Management, LLC and has prior experience with Bhpr Equity Research Corp and her own financial firms. Hendershott Wealth Management serves individuals, trusts, estates, charitable organizations, and business entities, including high-net-worth clients. The firm provides tailored investment advice and planning services, utilizing mutual funds, ETFs, model portfolios, and third-party asset managers, with a focus on non-discretionary arrangements and client approval for transactions.

Hollina Wadsworth is a CFP® and holds a Series 66 license, with three years of industry experience. She currently works at Hendershott Wealth Management, LLC and previously held roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and Baker Boyer Bank. 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 advice and monitoring through portfolio management, third-party asset manager selection, financial planning, and a financial coaching program.

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.

Ashley Bradford is a CFP® professional with two years of industry experience, currently serving as an advisor at Hendershott Wealth Management, LLC. Prior to joining Hendershott, she worked at Trinity Wealth Securities, Florida Financial Advisors, and held roles outside of finance including positions at Williams Sonoma and Kohl’s, Inc. She is also the founder and CEO of Wealthy and Winning Financial Solutions, LLC, a coaching business focused on personal and business financial services. 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 and financial planning, primarily using mutual funds, ETFs, and model portfolios, with a non-discretionary approach that requires client approval before transactions are executed.