Bert Herzog

2022 Finance Insights with Bert Herzog on the TD Ameritrade Network

By Albert P. Herzog III, CFP®, MBA, ChFC® / January 5, 2022

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 […]

The EWM Story

By EWM / October 19, 2021

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.

Planning for College

By Albert Herzog IV, CFP®, CRPC® / August 20, 2021

Planning for college is a major event in the life of your child and for you as their parent. Navigating the world of college loans […]

Financial Stability in Unstable Times

By Albert P. Herzog III, CFP®, MBA, ChFC® / August 12, 2021

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 […]

Market Analysis with Bert Herzog on the TD Ameritrade Network

By EWM / July 22, 2021

Bert Herzog, Executive Wealth Management Founder and Wealth Advisor, discusses the market with Nicole Petadilles on TD Ameritrade Network’s “The Watch List.” They analyzed projected […]

Hidden Lake Resident Helps Provide Opportunities for Compassionate Growth

By EWM / June 17, 2021

Your neighbor, Bert Herzog, is the founder of Executive Wealth Management, a prominent investment advisory firm headquartered in Brighton, MI. The firm believes there should […]