Business Details
Your Trusted Partner for Comprehensive Financial Planning Solutions
At Hershey Financial Advisers, we believe true wealth extends beyond numbers to encompass security, purpose, and alignment with personal values. Our mission, established over years of dedicated service, is to guide clients toward a better way of living through personalized financial advocacy. We specialize in wealth management, tax optimization, estate planning, and retirement strategies tailored to high-net-worth individuals, business owners, and families with complex financial needs.Our team combines deep expertise with a fiduciary commitment to transparency, integrity, and client-centered solutions. By fostering trust and leveraging evolving insights, we transform financial complexity into clarity, ensuring strategies adapt to lifes changing stages while prioritizing long-term security and meaningful legacy-building.
Services
Wealth Management
Tax Planning
Retirement Planning
Estate Planning
Investment Management
Philanthropic Planning
Business Transition Guidance
Asset Preservation
Concierge Services
Custom Goal-Setting
Highlights and features
- We offer personalized financial strategies aligned with your values and goals
- Our team combines fiduciary responsibility with decades of collective experience
- We prioritize transparent, ethical advice rooted in trust and integrity
- Our faith-driven mission emphasizes compassionate, client-centered service
- We provide tailored solutions for complex financial situations and life transitions
Associations and certifications
- Registered Investment Advisor
What people say
Trusted partner
Genuine care
Expertise
Peace of mind
Highly recommend
Services
Wealth Management
Our comprehensive wealth management services create tailored strategies that integrate investment planning, tax optimization, and legacy building. We help clients navigate complex financial landscapes while maintaining alignment with personal values and long-term objectives. Through ongoing portfolio management and proactive risk mitigation, we work to preserve and grow assets across market cycles.
Tax Planning
Our tax planning services focus on minimizing liabilities through strategic timing of income, deductions, and investments. We develop customized approaches that consider both current and future tax implications, leveraging specialized knowledge of evolving tax codes to maximize after-tax returns while maintaining compliance with regulatory requirements.
Retirement Planning
We design retirement plans that balance lifestyle goals with financial realities, incorporating income projections, withdrawal strategies, and healthcare cost planning. Our approach ensures sustainable income streams throughout retirement while addressing market volatility and longevity risks through diversified investment allocations and periodic strategy adjustments.
Estate Planning
Our estate planning services facilitate seamless wealth transfer while minimizing tax burdens and legal complexities. We coordinate with legal professionals to establish trusts, wills, and charitable giving vehicles that reflect clients' wishes and family dynamics, ensuring legacy preservation according to individual values and intentions.
Investment Management
We implement disciplined investment management strategies tailored to risk tolerance and financial goals. Our approach combines asset allocation, diversification, and regular performance reviews to optimize returns while maintaining alignment with clients' evolving needs and market conditions through both growth and defensive positioning.
People
Greg Boll
Managing Partner | Financial Advisor
Greg leads with integrity and compassion, guiding clients toward financial clarity through personalized strategies. His expertise in wealth management and commitment to client success forms the foundation of our advisory approach.
Nick Brightbill
Partner | Financial Advisor
Nick combines technical expertise with empathetic guidance to help clients achieve financial security. His focus on fiduciary responsibility ensures clients receive transparent advice aligned with their best interests.
Matt Berry
Partner | CERTIFIED FINANCIAL PLANNER
As a CERTIFIED FINANCIAL PLANNER, Matt brings specialized knowledge to complex financial situations. He excels at simplifying intricate planning challenges into actionable, client-centered solutions that promote long-term stability.
Jackie Berry
Client Service Specialist
Jackie ensures seamless client experiences through meticulous attention to detail and proactive communication. Her organizational expertise supports the advisory team in delivering consistent, high-quality service to all clients.
Adam Hostetter
Para-planner and Onboarding Specialist
Adam streamlines the planning process with technical precision and client-focused support. His role in onboarding and strategy implementation ensures efficient delivery of personalized financial solutions.
Questions
What financial services do you specialize in?
We specialize in wealth management, tax optimization, retirement planning, estate planning, investment management, and philanthropic planning tailored to individual client needs.
How do you personalize financial strategies?
We begin with in-depth conversations about life goals and values, then create customized plans that evolve with changing circumstances and market conditions.
Are you fiduciary financial advisors?
Yes, we operate under fiduciary principles, providing transparent advice that prioritizes client interests above all other considerations in every financial decision.
Do you work with out-of-state clients?
Yes, while we have offices in Pennsylvania and Tennessee, we serve clients nationwide through virtual consultations and digital communication tools.
What credentials do your advisors hold?
Our team includes CERTIFIED FINANCIAL PLANNERS and registered investment advisors with extensive experience in complex financial planning scenarios.
How can I schedule a consultation?
You can book an exploratory call directly through our website or contact our Lancaster office at (717) 295-8888 to speak with a team member.
Reviews (1)
Zimmerman Exteriors
Feb 03, 2021
Report
I called in with a few questions the other day and Allen (Director of Client Relations) was a huge help. He did an amazing job making me feel at ease with every question I asked and he was not "salesy". I don't enjoy calling into a place with a question and then they try to push some other product(s) to me. Allen was very warm, professional and upfront about everything. He also made me feel very comfortable asking all the questions I had because some people might have been annoyed. I typically communicate via email with Jackie and she is great as well. Good job Hershey Financial Advisers for hiring
