DONALD V. HERSHBERGER JR., CFP®, AIF®, CRC®

FOUNDER & PRESIDENT, PWM

Don is a recognized Financial Educator, Author, Speaker, and Wealth Advisor. You may have seen him on the 2023 Forbes Top Wealth Advisors Best-in-State list or in the Wall Street Journal’s Market Watch, Yahoo Finance, American CEO, Morningstar, and others. As the Founder and President of Paramount Wealth Management and Creator of the Designed by Inspiration® process, he and his team have been helping business owners, executives, and families intentionally design their wealth in a way that shapes their most inspired life.

 

Don has been helping people pursue their financial inspiration and prepare for significant life events, such as retirement, since 1981.  Clients appreciate his passion, honesty, and candor when addressing the important financial matters in their lives. 

As a CERTIFIED FINANCIAL PLANNER ™ practitioner, Accredited Investment Fiduciary®, and Certified Retirement Counselor®, Don would like to introduce you to his Designed by Inspiration® process. By getting to know what inspires you, he creates a design to help you pursue your unique: 

  • Purpose
  • Wealth
  • Health and Longevity
  • Legacy
  • Life Experiences

 Furthermore, as a fiduciary, Don has taken on the added responsibility of acting on behalf of clients with honesty and integrity, always putting their best interests first.

Don is a graduate of Jackson Business University, where he studied business and accounting.  He is a member of the Financial Planning Association, Financial Services Institute, the National Federation of Independent Business, and the Jackson Chamber of Commerce.

Don holds the Series 24 securities license, enabling him to manage and supervise branch activities.

Originally from Jackson, Michigan, Don lives in Onsted, Michigan, with his wife, Mary Anne. He has two children, Candace and Donald. The entire family works together at the practice.

In his free time, Don enjoys golf, water activities, traveling, college sports, supporting student-athletes, and spending time with his family.

He is a member of St. Mary’s Catholic Church.

The above mentioned organizations are not affiliated with Raymond James.

Michigan Office

420 South Brown Street
Jackson, MI 49203

Arizona Office

2375 E. Camelback Road
Suite 600
Phoenix, AZ 85016

Florida Office

4851 Tamiami Trail North
Suite 200
Naples, FL 34103

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