Hendershott Wealth Management, LLC

Hendershott Wealth Management advises individuals, trusts, estates, charitable organizations and business entities, serving both non‑high‑net‑worth and high‑net‑worth clients and managing roughly $305.8 million in client assets. The firm offers portfolio management, selection of third‑party asset managers, financial planning, financial coaching and non‑discretionary pension (401(k)) consulting, and operates an Ignite Investing program for select clients with smaller account sizes.

The firm typically provides non‑discretionary portfolio management, requiring client approval prior to executing transactions, and implements strategies using firm model portfolios, third‑party asset managers, and ongoing monitoring and rebalancing. Investment advice emphasizes mutual funds and ETFs and relies on fundamental analysis and long‑term purchase approaches, with occasional short‑term trading and explicit guidance that tax efficiency is not the primary portfolio driver.

Several features distinguish Hendershott from many team peers: it reports a majority of assets managed on a non‑discretionary basis, maintains an affiliation with another registered adviser that supplies research and model recommendations, and uses endorsements, testimonials and third‑party ratings in its advertising. The firm also combines conventional advisory services with distinct offerings — an Ignite Investing pathway for smaller accounts, structured financial coaching, and paid tax‑efficient strategy sessions — as well as fiduciary 401(k) consulting.