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.