At the Hersh/Marson Group, we are more than financial advisors- we are devoted members of the Scottsdale community who treat our clients like family. With 20+ years of knowledge and a deep commitment to excellence, transparency, and diligence, we prioritize listening. Listening to your unique goals and values, helping to ensure that every financial strategy is tailored to your needs. Our team is dedicated to providing you white glove services, striving to exceed expectations, and creating a culture of collaboration so the complexities of your financial life are addressed with clarity, care, and strategic insight.
Working with the team means working with advisors committed to service. The approach is simple, transparent, and supported by meticulous investment guidance aligned to your life priorities. While we understand the latest trends, risks and potential opportunities, the most important consideration is always understanding you and your priorities. Let us assist you in navigating market volatility, tax minimization strategies, portfolio diversification, lending strategies, next generation planning and asset allocation. We will work with you every step of the way to turn your vision into a confident financial reality.
CDFA®, CPFA®, CRPC™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
