Our Purpose
We Help People Thrive with Financial Insight
from Experience, Not Just Theories.
Sure, in reality almost anyone could start a financial advisory firm. For us, it’s not about money – that’s simply the vehicle – our purpose extends far beyond just dollars and cents.
We’re here to help you reimagine what’s possible. No matter your history with money, we know what’s possible with the right mindset and support.
Making the most of your money shouldn’t be a struggle. It also shouldn’t be reserved for the ‘good ol’ boys clubs’ inside the wealth management space.
Getting trusted financial advice shouldn’t feel like you’re being talked down to or made to think less of yourself. It should be an easy, natural conversation with you as the hero. Without a lot of jargon, judgment, or confusing concepts.
That’s why we started Hendershott Wealth Management: to give women and couples with wealth the right resources in an underserved area. We offer the financial support you need to align your money momentum with your values and goals for the future. We work hard to anticipate your needs, not just react when you have a question.
We’re here to offer the kind of financial support that prioritizes your passions, not just dollars. That anticipates your questions, not just the bottom line. That protects your best interests, not just your assets.
For all these reasons, and more, is why Hendershott Wealth Management exists.
Imagine a Future Where Financial Freedom Isn’t a ‘Somewhere Out There’ Dream – It’s All Around Us and Ready for You!
- We see a world where people are thriving and financial freedom is everywhere.
- We see communities of people who continuously contribute to each other’s wealth and empowerment and experience appreciation and gratitude.
- We promise you will experience optimism, confidence, freedom of choice, and peace of mind about your financial future.
We are generous with our resources and wisdom.
Imagine a Future Where Financial Freedom Isn’t a ‘Somewhere Out There’ Dream – It’s All Around Us and Ready for You!
- We see a world where people are thriving and financial freedom is everywhere.
- We see communities of people who continuously contribute to each other’s wealth and empowerment and experience appreciation and gratitude.
- We promise you will experience optimism, confidence, freedom of choice, and peace of mind about your financial future.
We are generous with our resources and wisdom.
Our Values
We see every day as an opportunity to stress-test our values with each interaction:
- We act with Integrity. We welcome accountability, open communication, and personal responsibility.
- Are we living and working with grace, fun, and ease? Our team meetings and client review meetings are designed to be enjoyable and make people smile while promoting financial improvements.
- Are we demonstrating and championing the gift of wisdom? Knowledge fails unless we implement what we know for a greater life tomorrow.
- Are we communicating with love and sincerity? We love our clients and want to be as direct and loving in our communication as possible.
- Are we showing and receiving mutual respect and appreciation from others? We treat our responsibility as fiduciaries with the highest respect. We see our work together as a true partnership.
Our Values
We see every day as an opportunity to stress-test our values with each interaction:
- We act with Integrity. We welcome accountability, open communication, and personal responsibility.
- Are we living and working with grace, fun, and ease? Our team meetings and client review meetings are designed to be enjoyable and make people smile while promoting financial improvements.
- Are we demonstrating and championing the gift of wisdom? Knowledge fails unless we implement what we know for a greater life tomorrow.
- Are we communicating with love and sincerity? We love our clients and want to be as direct and loving in our communication as possible.
- Are we showing and receiving mutual respect and appreciation from others? We treat our responsibility as fiduciaries with the highest respect. We see our work together as a true partnership.
You Can See We’re Different. Want to See What This Can Mean For You? Start a Conversation with Our Team Today.
- Life is too short to trust just anyone with your financial future.
- Our team of financial advisors can show you a better way.
- All you need to do is answer six simple questions to start a conversation today.