Our History

We have proudly spent over 38 years in the metro-Detroit area building our firm on a solid foundation of integrity, professionalism, and accountability.

Our Team

We have a professional, educated, and credentialed team along with strategic relationships with Certified Public Accountants, estate planning attorneys, elder care attorneys, health insurance agents, mortgage consultants and estate/care coordinators*.

*You are under no obligation to use the services of any of the entities referred, and may choose any qualified professional to provide tax, CPA, legal, mortgage, or insurance services.  These entities and their services are not affiliated with LPL Financial and Herbert Financial Group.

Our Business

We help to design and implement personalized and comprehensive wealth management solutions for affluent clients, business owners and automotive executives and employees.