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portrait of Adam Hershberger
FINANCIAL ADVISOR

Adam Hershberger

CFP®
1800 North Perry St Suite 101, Ottawa, OH 45875opens in a new window
CallSend Me a Message

About Adam

I have been fortunate to work for Edward Jones and continue the legacy of my father, Scott, who has been with the firm since 1988. I enjoy partnering with clients to help them meet an array of goals from retirement preparation and income planning in retirement to college savings strategies, estate considerations and insurance strategies. We can work closely with your tax and legal professionals to determine the most appropriate financial strategy for you and your family.

In my office, you will usually speak to Kelsie Salisbury, who can answer any questions you may have. Kelsie has been with Edward...

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Portfolio Reviews
  • Wealth Strategies
  • Intergenerational Planning

Work History

  • Edward JonesMarch 2018 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Ohio State Univ-ColumbusBachelor of Science

Personal Interests

  • Community Outreach
  • Spending Time with Family
  • Coaching Sports
  • Sports Enthusiast
  • Personal Fitness

Team Members

  • Kelsie Salisbury
    Sr. Branch Office Administrator
  • Erin Schroeder
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(419) 523-5185

Fax

(866) 276-8438

Office Address

1800 North Perry St Suite 101
Ottawa, OH 45875opens in a new window

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