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The HFG Promise

The HFG Promise

For over 40 years, Herbert Financial Group has been a cornerstone in the metro-Detroit area. Our wealth advisors are independent fiduciaries, in advisory relationships, establishing our legacy on the bedrock of unwavering professionalism, integrity, and accountability. 

With a deep sense of pride and purpose, we craft personalized, multi-generational wealth management solutions tailored to the unique needs of corporate executives, especially in the automotive sector, along with individuals navigating transitions—whether in career, family, or inheritance—with clarity, care, and long-term perspective.

When you make the decision to work with us, you are making the decision to join our family. We are not just your financial advisor, we are your dedicated steward, your guiding light, and your lifetime advocate.

Our Clients - Who We Work With

We specialize in crafting personalized wealth management solutions that cater to the unique needs of specific investor profiles.

General Motors

General Motors<br/>

HFG has deep roots with General Motors. As the industry evolves, so should your financial plan. Maximize the benefits offered by your employer and feel prepared for the what-ifs.

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Automotive

Automotive<br/>

As the industry continues to evolve, so should your financial plan. Maximize the benefits offered by your employer and feel prepared for the what-ifs.

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Corporate Executives

Corporate Executives<br/>

We provide comprehensive wealth & tax management solutions to optimize complex compensation structures and long-term financial goals.

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Business Owners

Business Owners

Your business and personal finances are deeply connected. We help you navigate growth, manage risk, and seek to build long-term wealth.

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By The Numbers

 There are many different ways to measure success. Here are a few we’re proud of:

$1Billion+

in Brokerage and Advisory Assets serviced and held at LPL Financial

450+
Automotive Clientele

40
Years of Experience

20
Dedicated Team Members

7
CERTIFIED FINANCIAL
PLANNER™ Professionals

3
 Post-Graduate Master's Degree Holders

2
Chartered Financial Analysts®

1
Retirement Income Certified
Professional®

Typical Client Challenges

Can you identify with any of these issues?

Our Key Service Areas

Advanced Financial Planning <br/>

Advanced Financial Planning

We simplify complex financial matters by coordinating all facets of your wealth into a clear, comprehensive plan.

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Retirement Planning<br/>

Retirement Planning

Approaching retirement? We help you navigate key financial decisions so you can move into your next chapter with confidence.

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Executive Compensation<br/>

Executive Compensation

We evaluate your total compensation to help reduce tax liabilities and optimize income.

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Career Transition Planning

Career Transition Planning

Navigating a layoff, career change, or new venture? We help turn uncertainty into a clear financial strategy.

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Tax Planning<br/>

Tax Planning

 Keeping up with ever-changing tax laws is complex. We take a proactive approach to help structure your assets efficiently and preserve more of your wealth.

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Inheritance Planning

We advise our clients before, through and after receiving an inheritance by providing financial guidance during life’s transition. 

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Insurance Planning &#38; Asset Protection<br/>

Insurance Planning & Asset Protection

Wealth preservation requires more than investment growth. Our insurance and asset protection strategies help safeguard what you've built.

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Investment Planning

Investment Planning

We provide customized investment management and objective guidance through a broad, independent platform designed around your goals.

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Schedule A Complimentary Consultation

If you believe you could benefit from working with us, let’s talk. We’ll work together to see how we can best serve you.        

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