Hershey Financial Advisers, LLC

Hershey Financial Advisers, LLC is a Registered Investment Adviser established in March 25, 2009, located in Lancaster, PA. The firm offers personalized investment advice, financial planning, and insurance solutions to individuals, high net worth individuals, institutional investors, business entities, trusts, and charitable organizations. The firm's investment advice is tailored to each client's financial situation, goals, and risk tolerance. Hershey Financial Advisers manages approximately $139,268,000 on a discretionary basis and $962,000 on a non-discretionary basis. The firm charges fees based on assets under management, with rates ranging from 0.5% to 2.0% depending on the asset range. Clients have the option to pay fees quarterly in advance or in arrears. Hershey Financial Advisers acts as a fiduciary, putting clients' interests first. The firm offers investment strategies such as Strategic Asset Management (SAM) and Active Management Program (AMP), focusing on asset allocation and security selection. Clients have investment discretion with specified objectives and limitations. The firm does not accept proxy-voting responsibility for clients. Hershey Financial Advisers maintains strict privacy policies and safeguards client information. For more information, contact Greg Boll, Chief Compliance Officer, at (717) 295-8888 or [email protected].