Hershey Financial Advisers, LLC
Hershey Financial Advisers, LLC is a registered investment adviser based in Lancaster, Pennsylvania. The firm provides tailored financial services, including wealth management, investment planning, and tax optimization for individual and institutional clients. Hershey Financial Advisers employs a structured and personalized approach to financial management called The Better Way™ process, which focuses on clients’ unique needs and goals. The firm is incorporated in Pennsylvania and serves clients in compliance with state and federal regulations. Employee count and exact founding year are not disclosed in public records.
Investment Strategy
Hershey Financial Advisers, LLC follows a structured and client-centric strategy called The Better Way™ process. This approach emphasizes understanding each client's financial goals in-depth, developing comprehensive and customized plans, and executing tailored investment recommendations. The firm focuses on proactivity, ongoing portfolio optimization, risk management, and clear communication to help clients move from uncertainty to financial confidence. Their investment philosophy aims at aligning financial planning and investment management decisions with long-term client objectives.
Top Holdings
Equity Positions (69)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BIL | SPDR SERIES TRUST | 5.01% | $5.6M | 61,015 | $91.73 | $91.73 | +$5.6M |
B BILS | SPDR SERIES TRUST | 4.15% | $4.6M | 46,579 | $99.43 | $99.43 | +$4.6M |
B BOXX | EA SERIES TRUST | 3.91% | $4.4M | 38,775 | $112.68 | $112.68 | +$4.4M |
I ICVT | ISHARES TR | 3.69% | $4.1M | 45,709 | $90.10 | $90.10 | +$4.1M |
A ANGL | VANECK ETF TRUST | 3.55% | $4.0M | 135,319 | $29.28 | $29.28 | +$4.0M |