Hershey Financial Advisers, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$150,558,909
Clients
499
Advisors
4
of 6 employees
About
Hershey Financial Advisers, LLC provides investment management, comprehensive financial planning, and insurance solutions to individuals (including high‑net‑worth clients), institutional investors, business entities, trusts, and charitable organizations. The brochure indicates the firm manages roughly $150.4 million on a discretionary basis and about $1.27 million on a non‑discretionary basis for several hundred client relationships.
The firm employs model‑based strategies, offering a Strategic Asset Management (SAM) service focused on calibrated asset allocations from conservative income to all‑equity portfolios, and an Active Management Program (AMP) that repositions assets using multiple research services and quantitative models. Portfolios may include mutual funds, ETFs, and individual securities, and trading frequency varies by strategy—AMP positions are reviewed and adjusted as frequently as every 30 to 150 days while SAM emphasizes periodic rebalancing to target risk levels.
A noteworthy feature is that some investment adviser representatives are dually registered as representatives of Leigh Baldwin & Company, LLC (a FINRA member broker‑dealer) and are also licensed insurance agents, which allows the firm to implement recommendations through commissionable brokerage and insurance products; the brochure discloses these dual roles and related conflicts and describes efforts to segregate fee‑only business (for example, use of Charles Schwab for fee accounts). The firm also documents use of third‑party managers, solicitation arrangements for referrals, and the limited operational use of AI assistants for client data aggregation and reporting.
Client services
Expertise
Occupation focus
Fee options
Financial planning services may be negotiated as fixed fees; no specific amounts stated
$0 - $500,000: .50% - 2.00% $500,001 - $1,500,000: .5% - 1.75% $1,500,001 - $3,000,000: .5% - 1.50% $3,000,001+: .5% - 1.25%
Commissions possible on accounts opened at affiliated broker-dealer Leigh Baldwin & Co., LLC; commission from sales of insurance and annuity products
Hourly fees ranging from $150 to $250 per hour for investment planning services
Fee-only: Investment advisory fees charged as percentage of assets; Schwab platform considered fee-only program; no commissions received on mutual funds via Schwab
Main office
120 North Pointe Blvd, Suite 300
Lancaster PA 17601
Advisors at this office
4
Most active in
Florida · Maryland · North Carolina · Pennsylvania · Tennessee · Texas
Also doing business as
Hershey Financial Advisers, LLC · Hershey Finnancial Advisers, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Matthew B
Series 65, Series 63
Lancaster, PA
Hershey Financial Advisers, LLC
Matthew Berry is a financial advisor at Hershey Financial Advisers, LLC with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has served as a pastor at Lampeter Church of the Brethren for 15 years. Hershey Financial Advisers provides investment management, financial planning, and insurance solutions to individuals, institutions, and charitable organizations. The firm employs model-based strategies including Strategic Asset Management and an Active Management Program, managing a range of portfolios from conservative income to all-equity.
Greg B
Series 63, Series 65
Lancaster, PA
Hershey Financial Advisers, LLC
Greg Boll is a financial advisor with Hershey Financial Advisers, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Leigh Baldwin & Co., LLC since 2011. Outside of his advisory role, he serves as treasurer for Cocolico Community Chapel. Hershey Financial Advisers provides investment management, comprehensive financial planning, and insurance solutions to individual, institutional, and charitable clients. The firm offers model-based programs emphasizing asset allocation and active management, serving approximately 591 clients with $139.3 million in discretionary assets under management.
Gerard C
Series 63, Series 65
Lancaster, PA
Hershey Financial Advisers, LLC
Gerard Clunan Jr. is a financial advisor with Hershey Financial Advisers, LLC and holds Series 63 and Series 65 licenses. He has 26 years of industry experience, including 25 years at Hershey Financial Advisers and Leigh Baldwin & Co., LLC. Outside of his advisory work, he serves as president of both the Gate Club and Gideons International of Pennsylvania, and is a board member of the Student Life Center at Temple University. Hershey Financial Advisers provides investment management, financial planning, and insurance solutions to individual, institutional, and charitable clients. The firm offers model-based investment programs and individualized financial plans, managing approximately $139 million in discretionary assets for nearly 600 clients.
Nicholas B
Series 63, Series 65
Lancaster, PA
Hershey Financial Advisers, LLC
Nicholas Brightbill is a financial advisor at Hershey Financial Advisers, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Leigh Baldwin & Co., LLC since 2016 alongside his tenure at Hershey Financial Advisers beginning in 2014. Brightbill is a 25% owner of Hershey Financial Advisers and dedicates part of his time to the firm’s related insurance and financial services activities. Hershey Financial Advisers provides investment management, comprehensive financial planning, and insurance solutions to individual clients, institutional investors, business entities, trusts, and charitable organizations. The firm employs model-based programs and active management strategies, managing approximately $139.3 million in discretionary assets for about 591 clients.
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