Our Approach

Working With a Financial Advisor Should be Easy, Intentional, and Incredibly Empowering. Most of All, It Should Be Built on Trust

Fiduciary – “a person or organization that acts on behalf of another person or persons, putting their clients’ interest ahead of their own, with a duty to preserve good faith and trust. Being a fiduciary thus requires being bound both legally and ethically to act in the other’s best interests.”

We aim to treat you like we want to be treated. Your trust may be the most valuable asset to our firm. Trust and finances have a dynamic relationship. If trust erodes, finances fail and relationships break. Being a fiduciary means we value your investments, attention, time, and most of all, trust with utmost care.

You don’t want just a wealth manager – you need a true financial partnership built around your goals and future. What you also don’t need is an inexperienced advisor who’s testing the latest theories on your portfolio. We bring decades of experience helping clients just like you navigate all the seasons and situations of life and the stock market.

What You Can Expect With Our Approach to Wealth Management

Our relationship with you is one of trust, honor, and mutual respect. We want all clients to experience a life that is better as a result of working with us. After all, your success is our success. We are in this together.

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Personalized Financial Insight That Fits Your Future Goals

One-size-fits-all rarely works for clothing – why would anyone think that’s a great approach to your money? You deserve the personalized insight for making informed decisions for your financial future.
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World-Class Investment Experience

We combine decades of data and our experience to empower you with the right information. Our Investment Committee works hard to build low-cost, high-performing, well-diversified portfolios of investments. The end goal? A portfolio built to weather any market cycle.
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Minimized Tax Liabilities - Because Uncle Sam Isn’t Always Great with Money

Let’s be honest: the only person who likes you paying more taxes is the government. We offer continuous reviews of your entire financial picture. This allows us to recommend tax reduction opportunities whenever and wherever possible. While we don’t prepare your tax return, we do help prepare you for a lower tax bill.
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Intentional Care for Your Finances Beyond This Life

Almost no one loves the idea of estate and legacy planning, but when we do it right, your family and loved ones will know you cared about their future more than anyone else.

Let’s Talk About Fees (AKA, “How Do We Make Our Living?”)

At Hendershott Wealth Management, we are a fee-only financial planner. What does that mean in everyday terms? It means you’ll never pay commissions. Ever. You don’t have to worry about kickbacks or bonuses because we’re selling you one financial product over another.

It means 100% transparency on how we take care of you and how it impacts your money. We go to great lengths to keep costs reasonable for our clients. We provide portfolio trading costs in line with industry standards. We would never use a mutual fund with sales charges, like 12b-1 or any kind of front-end or back-end loads. We also offer rare tax-managed mutual funds for after-tax brokerage accounts.

Our comprehensive financial planning and wealth management services tend to best support clients with $1,500,000 or more in investable assets. At our sole discretion, we may reduce and/or waive our minimum asset requirement.

If that all sounds amazing, that’s our goal! But the question still remains: how do we make a living?

Simple. By charging a percentage of the assets that we manage on your behalf.

Since we’re true fiduciaries, our success is automatically tied to your portfolio’s success. In some cases, we charge a flat annual fee for our work, and if you have questions, you can see your investment returns with transparent reporting. That helps you know exactly what you’re paying.

No surprises. No hidden charges. Just full transparency. We like it that way – and we know you will, too.

Let’s Talk About Fees (AKA, “How Do We Make Our Living?”)

At Hendershott Wealth Management, we are a fee-only financial planner. What does that mean in everyday terms? It means you’ll never pay commissions. Ever. You don’t have to worry about kickbacks or bonuses because we’re selling you one financial product over another.

It means 100% transparency on how we take care of you and how it impacts your money. We go to great lengths to keep costs reasonable for our clients. We provide portfolio trading costs in line with industry standards. We would never use a mutual fund with sales charges, like 12b-1 or any kind of front-end or back-end loads. We also offer rare tax-managed mutual funds for after-tax brokerage accounts.

Our comprehensive financial planning and wealth management services tend to best support clients with $1,500,000 or more in investable assets. At our sole discretion, we may reduce and/or waive our minimum asset requirement.

If that all sounds amazing, that’s our goal! But the question still remains: how do we make a living?

Simple. By charging a percentage of the assets that we manage on your behalf.

Since we’re true fiduciaries, our success is automatically tied to your portfolio’s success. In some cases, we charge a flat annual fee for our work, and if you have questions, you can see your investment returns with transparent reporting. That helps you know exactly what you’re paying.

No surprises. No hidden charges. Just full transparency. We like it that way – and we know you will, too.

Are You Ready for a Fresh, Exciting Approach that Leaves Boring and Bland Behind? Apply Today to See If We’re the Right Fit for Your Financial Future.