Let us help you grow more than wealth

What we do

At the Hershey Group, we work with high net worth individuals, businesses and foundations to help them fulfill their goals through our long-term, holistic approach to wealth management. Whether you are planning for retirement, seeking advice to build and preserve your assets, or needing guidance to create your legacy, our team of advisors will work with you to design a customized wealth plan with your specific needs in mind.

Who we are

As a multi-generational team, we understand the importance of family. We believe in building long-term relationships with clients and helping them to not only grow their assets so they can enjoy their own retirement years, but to allow them to pass their wealth on to future generations.

We also believe strongly in giving back to the community and our team members are involved in a number of local organizations. We extend that sense of community to our practice by providing a hands-on level of financial service to our clients as well as by hosting a variety of educational seminars and client appreciation events throughout the year.

Experience you can trust

Our team of professionals has the expertise to provide you with an expansive array of investment services.  With over 55 years of combined experience in the financial services industry, the Hershey Group has the skills and resources to help you grow your wealth and achieve your goals.

Gerald Spessard and Laura Herrera named Forbes' Next Generation Wealth Advisors

At The Hershey Group, we are very proud that Financial Advisors Gerald Spessard and Laura Herrera were named Forbes' Next Generation Wealth Advisors in 2022. It’s an honor to have teammates nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations, Gerald and Laura!

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

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Meet our team

The Hershey Group team image
Click here to view our team brochure and learn more about The Hershey Group.

Hershey Group blog

John Hershey and father

Quick Facts about Social Security and Medicare

You may have questions about the role Social Security and Medicare will play in your retirement planning. Our team of advisors provides some quick highlights from our recent client seminar on the topic.

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Latest Insights

Charitable giving for the greater good

Charitable giving for the greater good

Charitable giving can be a powerful financial tool. Gerry Spessard discusses how contributing to the causes that matter most to you can also potentially lower your tax bill.

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