Wilde Wealth Management Group, a locally owned and award-winning financial services firm that provides comprehensive retirement, investment, real estate, insurance, legal and tax planning services all under one roof, announced the opening of its Goodyear office, located at 1626 N. Litchfield Road, Ste. 280. Leading the new 3,010-square-foot office as managing partner is Brian Hershey. Phelps LeClair, an estate planning law firm that works closely with Wilde Wealth as a business partner, will also reside in the office, which was built to accommodate significant growth over the next several years.
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Hershey, a long-time Surprise resident, has more than 20 years of experience in finance and banking, most recently with JPMorgan Wealth Management, where he worked as a senior vice president of investments and as a private client advisor. He has also worked in leadership roles with JPMorgan Chase Bank and National City Bank.
“There is a seismic shift happening in the finance industry right now. With the rise of independent firms like Wilde, advisors now have the opportunity to create their own business on their own terms,” said Hershey. “I chose to join Wilde because they are investing significantly in myriad strategies to support independent advisors. 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.”
According to Hershey, Wilde offers in-house mortgage, insurance and benefits, tax and estate planning, and even college planning and resume writing services in addition to more traditional financial planning services.
Hershey holds a Bachelor of Science degree in Finance from Miami University and is active in the West Valley community, notably as a volunteer at Christ’s Church of the Valley on the operations team. He and his wife, Kelly, have two children, Payton and Parker, and when not busy at work or with the family, Hershey enjoys playing volleyball, fishing, and spending time outdoors.
The office marks Wilde Wealth’s third team in the West Valley as it has sister offices in Glendale and Sun City-Surprise as well as teams in Scottsdale, Tempe, Tucson, Payson, and Sedona across Arizona.
In addition to Phelps LeClair, Wilde Wealth works closely with several well-respected business partners – many of whom now work directly in Wilde’s Valley wide offices physically under the same roof – including ECA Financial Services for health insurance and benefits support; Taylor Elite Group for mortgage and real estate support; and Mike Patinella, CPA, Registered Representative, who provides certified tax planning services.
Wilde Wealth also launched Wilde Wealth Insurance and W Family Office in recent years.
Wilde Wealth Insurance offers corporate and individual insurances services, business insurance – including general liability, property, workers compensation and more – life and disability insurance, long-term care insurance, and homeowners and renter’s insurance, while W Family Office offers white glove service for high-net-worth clients by providing wide-ranging investment, wealth management, estate planning, tax and accounting, and insurance services for one flat fee.
With all of its growth has come national recognition as well. Earlier this year, Barron’s named the firm among the 2025 Top 250 Private Wealth Management Teams in the nation, earning the No. 60 position nationwide and the highest ranking of any Arizona firm. Only four total firms in Arizona made the esteemed list for 2025, and Wilde is one of only two local firms to rank in the top 100. That honor was preceded by Wilde Wealth Management Group co-founder and CEO Trevor Wilde – an Investment Advisor Representative who holds the Accredited Investment Fiduciary (AIF®) designation – being named to Barron’s annual list of top 1,200 advisors nationwide, earning the No. 30 position nationwide and No. 3 overall in Arizona. The honor, given in the spring, marked Wilde’s 17th consecutive year being honored and his 7th year in a row among the top five advisors in Arizona.
Also, this past spring, Forbes named Wilde to its 2025 Best-In-State Wealth Advisors list. Only 175 advisors from across Arizona were named to the prestigious list, with Wilde being named the No. 1 overall advisor statewide. This is his fifth year in a row being named among the top three advisors in Arizona. Wilde also earned recognition at the national level, ranking among the Forbes “America’s Top 250 Wealth Advisors” for 2025 as well.
For more information, visit www.wildewealth.com.
