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.

Proud to work with nationally recognized teammates

At The Hershey Group, we are very proud that Financial Advisors John Hershey III, Laura Herrera, and Gerald Spessard have received prestigious awards. 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!

John Hershey III
  • Forbes Best-In-State Wealth Advisor - 2023
Laura Herrera
  • Forbes Next Generation Wealth Advisor - 2022, 2023
  • Forbes Top Women Wealth Advisor Best in State - 2023, 2024
  • Forbes Best-In-State Wealth Advisor - 2023
Gerald Spessard
  • Forbes Next Generation Wealth Advisor - 2022, 2023
  • AdvisorHub Advisor to Watch - 2023

We are also honored to be recognized as a Forbes Best-in-State Wealth Management Team in 2024.

Let's start the conversation

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

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

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Meet our team

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

Hershey Group blog

Cat Weber and family at her college graduation

New baby financial checklist

Laura Herrera discusses the key financial items that families may want to review when welcoming a new child.

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Latest Insights

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Weaving the threads of U.S. equity outperformance

While AI and the Magnificent 7 have been exceedingly visible in their leadership, we spotlight two other trends with a clear impact on portfolio performance and how to approach U.S. equities as the economic environment inevitably evolves.

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