Albert P. Herzog III, CFP®, MBA, ChFC®

Vice President, Advisor, Partner

Brighton, Michigan

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Bert helps clients build integrated wealth strategies that coordinate planning across life goals and complex financial needs. He supports families with long-term structure, clarity, and continuity. His work reflects decades of experience designing multidisciplinary approaches.
Bert is a founder of multiple wealth management ventures, beginning in 1985, and has helped develop planning platforms and investment processes used by advisory teams. He earned an MBA from the University of Michigan and a B.B.A. from Michigan State University. He holds the CERTIFIED FINANCIAL PLANNER™ and CHARTERED FINANCIAL CONSULTANT® designations.
Bert’s approach is comprehensive, disciplined, and solutions oriented. He focuses on building durable frameworks that adapt as clients’ lives evolve. He believes education and thoughtful structure help families make confident decisions.
Bert and his wife, Judy, have been married for over 40 years and have three children and six grandchildren. He is active in charitable work across Michigan and Florida. He supports organizations focused on education, health, and community needs.