Hershey Financial Advisers, LLC

12/02/2026

Take a few minutes to listen to Greg and his perspective on gold and precious metals.

It’s a widely misunderstood asset class and using it in its proper context is important.

Gold investment returns lagged inflation for 30 years, from 1980 to 2011. This video breaks down what happened and how precious metals actually performed com...

03/10/2025

The 887-page law goes far beyond extending President Trump’s 2017 legislation

23/07/2025

At a certain level of wealth, the question isn’t “what do I believe?”—it’s “how do I faithfully align my financial strategy with what I already know God has called me to do?”

For families of faith, legacy is never just a balance sheet. It’s a testimony. It’s a responsibility to steward resources in a way that reflects Kingdom priorities-succession, generosity, and equipping the next generation.

Most of the families we serve already have professionals in place—attorneys, CPAs, investment managers—but still feel a deep disconnection between their faith, their values, and the advice they’re receiving. The documents may be done, but the planning lacks spiritual clarity, strategic unity, and forward motion.

That’s why we built a Virtual Family Office model. It brings your team into alignment—not just technically, but missionally—so your legacy is not only preserved, but led with purpose.

Let’s talk about what faithful ex*****on looks like when the stakes are eternal and the structure needs to match the calling.

Explore the team behind our Virtual Family Office approach and start the conversation:
https://www.hersheyfinancialadvisers.com/about/team

21/07/2025

For over 4 million Americans turning 65 this year, retirement isn’t just a financial milestone, it’s a shift in calling.

This is a season where your resources move from being built to being used for purpose. Whether that means helping your grandchildren, supporting ministry, or simply finishing well, the decisions ahead deserve prayer, clarity, and wise counsel.

You’re no longer just asking “how do I grow this?”—you’re asking “how do I steward what the Lord has entrusted to me?”

What conversations are you having with your financial advisor, and are they listening?

If you're thinking about income, giving, and living with intention in retirement, the Clarity Wealth Assessment is a great place to start.

Begin here: https://www.hersheyfinancialadvisers.com/wealth-clarity-assessment

16/07/2025

Many high-capacity women, partners, executives, and retirees—have grown their net worth by staying concentrated: company stock, a business exit, or a tight basket of winners. But at a certain point, the smart move isn’t doubling down—it’s diversifying with intention.

You don’t need to make an all-or-nothing decision.

14/07/2025

Ever hear this in a family conversation?
“Don’t ever sell a share of that stock.”

We’ve seen what happens when a stock makes up 80–90% of a person’s net worth. Sometimes it’s a proud reward for decades of work. But other times… it’s a single point of failure.

And when that stock is passed down to the next generation, it’s often the “responsible one” who gets named the steward, without warning, and without a plan.

In this clip, we talk about what it means to manage concentrated risk and legacy under pressure. And how to move forward with clarity when the emotional weight feels heavy.

Watch the preview now. Full episode drops later this week.
https://youtu.be/AgUzuoRvoRs?si=dsH3_YXKhiQ4LYtF

What happens when 80–90% of your net worth is tied up in a single stock? For many, it begins as a success story, selling a business or retiring from a compan...

11/07/2025

Statistics show 80% of business owners have most of their wealth tied up in the business. Here are 3 financial diversification strategies for the small business owner.

09/07/2025

Financial clarity is foundational—it transforms guesswork into purposeful action and uncertainty into momentum. At Hershey Financial Advisers, we understand that true financial confidence comes from clear, intentional planning aligned with your life's goals and vision.

Let us guide you toward financial clarity and the confidence that follows, so every decision feels empowered and purposeful.

Begin your journey from clarity to confidence at hersheyfinancialadvisers.com today.

07/07/2025

Are you financially aligned with your purpose?

Take our Wealth Clarity Assessment and see how your financial life matches your vision, values, and legacy goals. Receive personalized insights to help you find your Better Way.

Start your assessment at hersheyfinancialadvisers.com today.

28/06/2025

What makes leadership truly effective in today’s world?

Our Minute Deep Dive series explores the decisions and disciplines that define strong leadership, from managing team trust and applying AI responsibly to staying open to growth.

These insights come from the real conversations we’re having every week, with business owners, professionals, and individuals managing family wealth or supporting a spouse in a senior role.

Watch the full series: https://youtube.com/playlist?list=PL6__LdskiGHmkqXBRXyMi4laVBRyZ8Wsn&si=3Vb1fTd98MOBCbom
Want to know how we help leaders make confident decisions across wealth, family, and business?
Explore our approach: hersheyfinancialadvisers.com/approach

Quick, expert insight on business transition, tax strategy, estate planning, and leadership that is delivered in under 60 seconds by Hershey Financial Advise...

25/06/2025

Is your vision for wealth aligned with your values?

Imagine the difference your generosity could make when aligned strategically with your financial goals. At Hershey Financial Advisers, we help you maximize your impact through purposeful giving.

Discover how you can give more, meaningfully by visiting hersheyfinancialadvisers.com today.