HFG FACT SHEET 2023

Established: 1985

Employees: 20

Milestones

Founded
1985

Financial Advisor Magazine Feature
2007

Office Expansion
2008

Corporate Name Change
2014

Office Expansion
2018

Joined LPL Financial
2019

Launched Interactive Client Portal
2020

Surpassed Over Half a Billion in Assets Under Management
2022

Our History

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


Our Team

We have a professional, educated, and credentialed team of CERTIFIED FINANCIAL PLANNER™ Professionals, a Chartered Financial Analyst®, a Retirement Income Certified Professional®, and an Accredited Investment Fiduciary® along with strategic partnerships with certified public accountants, estate planning attorneys, elder care attorneys, health insurance agents, mortgage consultants and estate/care coordinators.

Our Business

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

Our Process

We provide our clients with a consultative, team-based approach that examines all aspects of their financial lives at both the “macro” level of investments, insurance, estate, and taxes, and also the “micro” level of household cash flow. We utilize a unique five-step financial wellness plan as a visual framework to assist in identifying the strengths and weaknesses of your financial household. With the guidance of an HFG advisor, we assist you in turning identified weaknesses into strengths with a timeline of completion specific to your situation and resources.

Our Solutions

Financial and Retirement Planning through Goals-Based Wealth Management, Investments, Estate Planning, Tax Planning, Insurance, Education Planning, 401k Distribution Planning, NextGen Planning, Retirement Consulting, Specialized Automotive Financial Planning with Extensive Knowledge of Executive Compensation and GM, Delphi, FCA and Ford Benefit Packages.
HFG Metrics
0 out of 7 items completed
The Advisors of HFG collectively serve more than 9700+ accounts with over $660,000,000 in brokerage and advisory assets1
400+
Automotive Clients
Four
CERTIFIED FINANCIAL PLANNER™ Professionals 
One
Retirement Income Certified Professional®
One
Chartered Financial Analyst®
One
Accredited Investment Fiduciary® 
Strategic ​Partnerships2
Certified Public Accountant
Estate Planning Attorney
Elder Care Attorney
Health Insurance Agent
Mortgage Consultant
Estate/Care Coordinator

Our Holistic Planning Process

20Conduct a Comprehensive Analysis of Your Overall Financial Situation

20Identify Your Financial Goals so they are Measurable and Manageable

20Determine Your Financial Time Horizons

20Assess Your Risk Tolerance

20Create an Investment and Asset Allocation Strategy

10Develop a Holistic & Comprehensive Financial Plan

10Engage Directly With Your Other Professional Advisors (Ex: Accountant or Attorney) 

10Ensure Follow Through on Plan Implementation

10Retirement Income Planning

10Continued Guidance, Advice & Monitoring of Your Financial Plan

10Personal Service From a Dedicated Team of Professionals

10Access to a Personalized Financial Portal to Keep You Informed

Founder/Wealth Advisor
Timothy Herbert, RICP®, MSA

Senior Paraplanner
Kevin Pierce, CFP®, AIF®


Director of Operations
Danielle McKenna

Director of Marketing
Liz Kasha

Financial Planning Intern
Dylan Schaffer

Wealth Advisor
Scott Torosian, CFP®

Admin Paraplanner
William Szlag


Operations Associate
Brandon Basela

Marketing/Scheduling Coordinator
Kathy Williams

Financial Planning Intern
Matthew Wood

Wealth Advisor
Kara Case, CFP®, CFA

Paraplanner
Alec Wycoff


Administrative Consultant
Chelsea Leo

Receptionist
Brian Herbert

Wealth Advisor
Thomas Mahfet, CFP®

Paraplanner
Steve Miodonski


Administrative Consultant
Tkeyah Walker

Our Value
When choosing a financial advisor, we truly believe there must be a connection made between the client and advisory team that transcends the mind and reaches the heart. We understand the magnitude of the decision to work with an advisor and we made a commitment 38 years ago to work tirelessly to help our clients achieve their dreams. We work diligently and with purpose each and every day to guide our clients through retirement, give advice on how to save for college expenses, help protect families in case of untimely death or disability, and plan for their legacy and other critically important decisions. When you make the decision to work with us, you are making the decision to join our family. We are not just your financial advisor, we are your financial steward, your guiding light, and your lifetime advocate.

                 www.hfgllc.com ◆ 2701 Cambridge Court, Suite 530, Auburn Hills, MI 48326 ◆ 248.482.2600

1$307,137,926.83 in Brokerage Assets and $359,008,684.52 in Advisory Assets - Data as of 2/1/22

2You are under no obligation to use the services of any of the entities shown and may choose any qualified professional to provide any of the services described above. These entities and their services are not affiliated with LPL Financial and Herbert Financial Group.

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC. Herbert Financial Group and LPL Financial are separate entities.
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