A complete list of active advisors currently associated with Hershey Financial Advisers, LLC

Warmer can help you find a great advisor at Hershey Financial Advisers, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Hershey Financial Advisers, 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.