About Us

We understand you’ve worked hard to build your wealth. As you plan for retirement, you want to ensure your money works for you and that you are prepared. Rob Herrmann founded our firm to help hard-working people plan for their financial futures and seeks to maximize their ability to build, preserve, and enjoy their wealth.

Our Mission

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

We understand the challenges people face today.
 

Our Process

We begin with getting to know you and your goals. Tell us where you want to go, and we'll work with you to develop a plan that suits your needs. And as your life changes, we'll adjust your plan so it better aligns with your new path. We believe a detailed planning process can be one of the most effective ways to create financial independence.

Our Services

 

Financial Planning

Whether it’s owning your own home, funding your children’s education, or creating the retirement you envision, a financial plan is considered vital in working towards your goals.
 

Retirement Planning

Retirement planning shouldn’t start at retirement; it should start well before. We take a long-term view of your financial wellbeing to help create a life after work that is as well-planned as your life while working.
 

Investment Planning

Through developing a personalized investment strategy, diversification, and avoiding short-term distractions, we aim to help create and preserve your wealth so you reach your financial goals.
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Meet Your Advisor

Rob Herrmann is a CERTIFIED FINANCIAL PLANNER® professional and the founder of Herrmann Financial Group. With over 30 years of experience, Rob has helped countless individuals and families plan for a confident and fulfilling financial future. 

His planning process begins with a focus on risk management—because an unexpected event can derail your financial life long before retirement if not properly identified and addressed. By starting here, Rob ensures your financial foundation is safeguarded, so you can confidently pursue your long-term goals.

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Rob Herrmann

Rob Herrmann CFP®, CLU®, ChFC®, RICP®
Founder & CEO

Your Goals, Our Focus. Let’s Create a Financial Strategy Built for You.

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