Albert P. Herzog III, CFP®, MBA, ChFC®
EWM founder and director Bert Herzog offers financial insight for 2022 on the TD Ameritrade Network, ‘Market on Close,’ with Oliver Renick. To read weekly […]
Bert Herzog, Founder of Executive Wealth Management, shares the story of how the financial planning firm continues to grow one relationship at a time over 20 years.
He also discusses the value of building a business built on trust, compassion, and community in an ever-increasing digitally distant business environment and how the two can co-exist.
Bert explains having compassion for clients means providing as many solutions to support them as possible and how EWM is embracing this challenge.
As uncertainty and variables surrounding the pandemic continue to linger, so does the volatility in the financial world. This market doesn’t seem to know which […]