Albert P. Herzog IV, CFP®, CRPC®, CLU®

Vice President, Advisor, Partner

Brighton, Michigan

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Albert helps clients build, preserve, and transition wealth with strategies tailored to their goals. He supports families with coordinated planning and responsive service. A client-first approach is central to his work.
Albert previously served as a senior private wealth advisor and director at a wealth management firm. Earlier roles at large financial institutions helped shape his planning and service approach. He earned a B.A. in Financial Management from Hillsdale College and completed CFP® education through DePaul University. His leadership background includes serving as a team captain as a student-athlete.
Albert’s approach is structured, transparent, and relationship-driven. He clarifies priorities, coordinates next steps, and maintains steady follow-through. He believes disciplined planning helps families feel confident through change.
Albert lives in Northville, Michigan, with his wife, Sarah, and their two sons. He volunteers and supports local charities focused on health, hunger relief, and community care.