Legal policies and disclaimers

We want you to stay informed

Our legal policies and disclaimers were last updated September 23, 2024.

Client Relationship Summary

Please download our latest Form CRS so that you’re versed in the right questions to ask us.

Privacy Policy


We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Hershey Financial Advisers, LLC is a registered investment adviser located in Lancaster, PA. Hershey Financial Advisers, LLC and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which Hershey Financial Advisers, LLC maintains clients. Hershey Financial Advisers, LLC may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Hershey Financial Advisers, LLC website is limited to the dissemination of general information regarding its investment advisory services to US residents residing in states where providing such information is not prohibited by applicable law. Accordingly, the publication of Hershey Financial Advisers, LLC website on the Internet should not be construed by any consumer and/or prospective client as Hershey Financial Advisers, LLC solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the internet. Text messaging opt-in data and consent are not shared with any third parties (including subsidiaries and affiliates).

Furthermore, the information resulting from the use of tools or other information on this Internet site should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Hershey Financial Advisers, LLC. Any subsequent, direct communication by Hershey Financial Advisers, LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. 

For information pertaining to the registration status of Hershey Financial Advisers, LLC, please contact the US Securities and Exchange Commission on their website at adviserinfo.sec.gov and/or the state securities law administrators for those states in which Hershey Financial Advisers, LLC is registered. A copy of Hershey Financial Advisers, LLC current written disclosure statement discussing Hershey Financial Advisers, LLC business operations, services, and fees is available from Hershey Financial Advisers, LLC upon written request. Hershey Financial Advisers, LLC does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Hershey Financial Advisers, LLC website or incorporated herein, and takes no responsibility thereof. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Some representatives of Hershey Financial Advisers, LLC are also financial professionals of Leigh Baldwin & Co., LLC, an independent broker-dealer, and may be securities licensed by several states and offer annuity and insurance products through Leigh Baldwin & Co., LLC.  Member: FINRA/SIPC. Leigh Baldwin & Co: Form CRS/ Form Reg BI.

ACCESS TO THIS WEBSITE IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND WITHOUT ANY WARRANTIES, EXPRESSED OR IMPLIED, REGARDING THE ACCURACY, COMPLETENESS, TIMELINESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS WEBSITE OR ANY THIRD PARTY WEBSITE LINKED TO THIS WEBSITE.

We’re always available

If you have other questions for us that we can answer, don’t hesitate to reach out to us.