Brian Hershey leads Wilde Wealth Management Group's new office in Goodyear.
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Wilde Wealth Management Group has opened a new office in Goodyear at 1626 N. Litchfield Road, Suite 280. The 3,010-square-foot location will be led by managing partner Brian Hershey and also houses estate planning law firm Phelps LeClair.
Hershey, a longtime Surprise resident with more than 20 years of experience in finance and banking, said the move comes at a time of change in the industry.
“There is a seismic shift happening in the finance industry right now,” Hershey said. “With the rise of independent firms like Wilde, advisors now have the opportunity to create their own business on their own terms.”
According to Hershey, Wilde offers coordinated services beyond traditional financial planning, including mortgage, insurance, tax and estate planning.
“They recognize the need to provide support to advisors beyond marketing, branding, and technology, focusing on providing integrated, coordinated services so advisors can meet all of a client’s needs,” Hershey said.
The Goodyear office is Wilde Wealth’s third team in the West Valley, joining Glendale and Sun City-Surprise, with other offices in Scottsdale, Tempe, Tucson, Payson and Sedona.
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