Hershey Financial Advisers, LLC

EST. AUM
$151,711,016

CONTACTS

CLIENT ACCOUNTS
946

Firm Details

Metro area Philadelphia
CRD Number 149907
Website hersheyfinancialadvisers.com
Client types

Overview

Hershey Financial Advisers, LLC (HFA) is an independent, SEC-registered investment adviser (RIA) headquartered in Lancaster, Pennsylvania. Formed in March 2009 under the leadership of partner Nicholas Ryan Brightbill and Chief Compliance Officer Greg Boll, the boutique wealth management firm operates under an absolute 100% fiduciary standard of care. The practice stands out in the private wealth tier by integrating a distinct, faith-driven mission into its financial advice, guiding high-net-worth individuals, business entrepreneurs, C-suite executives, and complex family units toward values-aligned financial tracking and charitable giving. HFA structures client capital through its signature Strategic Asset Management Program (SAM) and tactical Active Management Program (AMP), creating customized models that range from conservative fixed-income structures to aggressive all-equity frameworks. To streamline back-office operational needs, select HFA professionals operate a hybrid framework as registered brokers with Leigh Baldwin & Co., LLC. Their investment engine completely avoids speculative market timing, relying on globally diversified, tax-optimized asset allocation blueprints composed of liquid individual equities, corporate fixed income, and specialized exchange-traded funds (ETFs).

Platform Details

See in Dakota

Investment Preferences

See in Dakota

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See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Hershey Financial Advisers, LLC

Platform Details

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