A complete list of active advisors currently associated with Hendershott Wealth Management, LLC
Warmer can help you find a great advisor at Hendershott Wealth Management, LLC or one who fits your needs even better.
Hendershott Wealth Management advises individuals, trusts, estates, charitable organizations and business entities, serving both non‑high‑net‑worth and high‑net‑worth clients and managing roughly $305.8 million in client assets. The firm offers portfolio management, selection of third‑party asset managers, financial planning, financial coaching and non‑discretionary pension (401(k)) consulting, and operates an Ignite Investing program for select clients with smaller account sizes. The firm typically provides non‑discretionary portfolio management, requiring client approval prior to executing transactions, and implements strategies using firm model portfolios, third‑party asset managers, and ongoing monitoring and rebalancing. Investment advice emphasizes mutual funds and ETFs and relies on fundamental analysis and long‑term purchase approaches, with occasional short‑term trading and explicit guidance that tax efficiency is not the primary portfolio driver. Several features distinguish Hendershott from many team peers: it reports a majority of assets managed on a non‑discretionary basis, maintains an affiliation with another registered adviser that supplies research and model recommendations, and uses endorsements, testimonials and third‑party ratings in its advertising. The firm also combines conventional advisory services with distinct offerings — an Ignite Investing pathway for smaller accounts, structured financial coaching, and paid tax‑efficient strategy sessions — as well as fiduciary 401(k) consulting.
To learn more about the advisors currently working at Hendershott Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Hendershott Wealth Management, LLC's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Covington, GA
| 2
| |
Pismo Beach, CA
| 6
| |
Fishers, IN
| 18
| |
Goshen, IN
| 18
| |
Bend, OR
| 4
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")