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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

5
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

So you can easily see the big picture, our credentialed team organizes all facets of your wealth. While the complexity below the surface remains, we identify and clarify these interrelationships to simplify your decisions—and your life.

Retirement Planning<br/>

Retirement Planning

Whether you are planning for retirement or already retired, the process begins with having a detailed understanding of your financial picture. AT HFG, we have successfully guided thousands of clients through retirement over the last 40 years and we promise to do the same for you.

Executive Compensation<br/>

Executive Compensation

We’ll analyze your compensation and benefits package, making recommendations based on your entire income stream to help minimize tax liabilities.

Tax Planning<br/>

Tax Planning

 
Staying on top of changes in state, federal, corporate and other taxes is a massive undertaking. We draw on our knowledge and expertise to deliver a proactive approach for best structuring your holdings to retain their greatest value.

The HFG Inheritance Blueprint

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

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

Insurance Planning & Asset Protection

Wealth management for those with extraordinarily high net worth is as much about conservation and protection as it is about growth. Hand in hand with tax and estate planning, insurance and asset protection strategies are essential to preserving your wealth.

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.        

Request an Appointment