How I Get Paid

Herkert and Associates is a full-service financial consulting firm dedicated to helping our clients build wealth and protect their hard-earned assets. Our firm is completely independent, so our loyalty belongs exclusively to our clients -- not to a parent company.

Our independence enables us to establish working fiduciary relationships with a number of industry-leading investment companies and insurance providers whose products we leverage to create customized client portfolios. We recommend only those products and services that can be tailored to suit our clients' unique needs.

Some of our clients prefer to use fee-based compensation. This approach takes commissions out of the equation and helps ensure that you receive objective advice that fits your particular needs and situation.  We are here for you, ready to offer ongoing financial expertise whenever you need it, whether or not you are ready to invest.