Broker Check

187 Hershey Rd. (Rt 39), Hummelstown, PA 17036

717-482-8048
Client Login

A Retirement Plan
Worth Living
And a Legacy
Worth Leaving

Hershey, Pennsylvania, has been our home for more than 30 years, and the clients we serve come from here and across the country. We take the time to understand your situation fully before recommending anything and stay involved long after the accounts are opened.

Contact Us

What We Do
More Than
Investment Management

We do more than manage your investments. Our goal is to cultivate and care for your assets in ways that support the retirement you want and the estate plan that carries your intentions forward. Behavioral Investment Counseling runs through all of it, helping you understand your strategy well enough to stay committed when markets become uncomfortable.

Who We Help
Those Who Think Past Retirement

We work with individuals and families who have spent their careers building significant financial resources and are ready to approach both their retirement income and their estate with a level of planning those resources deserve.

Pre-Retirees and Retirees

Individuals within 10 years of retirement, or already there, focused on building income that lasts for decades.

Business Owners

Owners building toward an exit who need their personal retirement and business succession aligned.

Executives and Professionals

Corporate executives and medical professionals managing complex financial situations who want coordinated, long-term guidance.

Families

Multigenerational families prioritizing estate efficiency and transferring wealth to the people they care about most.

How We Help
Our Areas of Focus

We focus on the financial decisions involved in building retirement income, managing investments, and transferring wealth to the people who matter most. Each of those areas influences the others, which is why we address them together rather than in isolation.


Retirement Income Planning

Turning your savings into income that grows alongside inflation and supports the life you want for decades to come.

Learn more


Investment Management

Customized, equity-focused portfolios built around your specific retirement horizon, income needs, and tolerance for short-term fluctuation.

Learn more


Behavioral Investment Counseling

Ongoing guidance that helps clients understand the reasoning behind their plan well enough to hold it through volatile markets confidently.

Learn more


Estate Planning & Wealth Transfer

Protecting what you've built and transferring it to the people you care about most in the way you intend.

Learn more

quotation mark

"My husband and I have been working with Steve Stackhouse of Hershey Retirement Solutions since we were in our mid-20s, and now that we're in our early 50s, we can truly appreciate the value of his guidance and expertise. Steve has been a trusted advisor through every stage of our financial journey, helping us make informed decisions and stay focused on our long-term goals. 

He takes the time to explain complex financial concepts in a way that is easy to understand, and he genuinely cares about helping his clients prepare for the future. Thanks to Steve's knowledge, professionalism, and steady guidance, we feel confident that we are as prepared as possible for retirement and whatever lies ahead. 

We highly recommend Steve and the entire staff at Hershey Retirement Solutions to anyone looking for a financial planner who is knowledgeable, trustworthy, and committed to their clients' success."

Amy & George S.

Who We Are
Decades in Hershey

Hershey Retirement Solutions was founded in 1998 by Steve Stackhouse, whose own upbringing shaped a deep conviction about what financial guidance should accomplish for the people who need it most. Thirty years later, that conviction still shapes the way every advisor here works with clients.

3 Decades of Financial Guidance

CFP, ChFC, and CLU Expertise

Serving Clients in 34 States

Our Process
What Our Partnership Looks Like

Our approach moves from first conversation to ongoing partnership, with the goal of making sure you understand every decision before it's made and have someone to call when your circumstances change.

I.
Our First Conversation

A no-cost consultation followed by a deeper meeting to gather your goals and financial information.

II.
Your Plan Takes Shape

Specific recommendations are presented, reviewed together, and implemented once you're comfortable moving forward.

III.
A Partnership That Continues

Annual reviews plus direct, ongoing access to your advisor when life shifts and questions arise.

Contact Us
Start with a
Conversation

If you're ready to take a more coordinated approach to your retirement income and estate planning, the first step is a no-cost initial consultation where we learn about your situation before discussing anything else. When you're ready to have that conversation, we're ready to listen.

Contact Us