Referral

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

FOUNDER & PRESIDENT, PWM

Don, the founder of Paramount Wealth Management, has been helping people pursue their financial goals and prepare for significant life events, such as retirement, for more than 41 years. He holds the Series 24 securities license, entitling him to manage and supervise branch activities. In addition to his extensive financial industry experience, he applies the specialized knowledge gained from the professional designations he holds. 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 has areas of expertise in personal financial planning, retirement accumulation and distribution planning, corporate retirement plan design, implementation and operation, and fiduciary issues.

Don established Hershberger & Associates in 1981, which evolved into Paramount Wealth Management.  

Don is a graduate of Jackson Business University, where he studied business and accounting. 

Don is a member of the Financial Planning Association, Financial Services Institute, and the National Federation of Independent Business. 

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 firm.

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

Call Us

517-787-4444