Don V Hershberger Jr., CFP®, AIF®, CRC® has been named to the 2025 Forbes list of Top Best-in-State Wealth Advisors

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Do’s and don’ts for starting a business with your spouse

Do’s and don’ts for starting a business with your spouse

by Carrie | Mar 15, 2022 | Uncategorized

How to make your dreams come true and avoid any nightmares? Thinking about starting a business with your other half? Sounds like a swell idea when you’re sitting on the couch together swapping daydreams. But there’s a lot to consider before you dive in. As if business...
What are the Two Ways to Flip a Property?

What are the Two Ways to Flip a Property?

by Donald Hershberger | Dec 30, 2021 | Uncategorized

Most people are interested in building their own wealth for the future in order to be secure during retirement. Also, passing on generational wealth to their children and loved ones is another objective for building wealth. One of the most dependable ways to build...

The Forbes Top Wealth Advisors Best-in-State 2025 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2023 to 6/30/2024 and was released on 4/8/2025. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 48,944 nominations, roughly 9,722 advisors received the award. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors/ for more info.

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