At the Hersh/Marson Group, we are more than financial advisors- we are dedicated members of the Scottsdale community who treat our clients like family. With a deep commitment to excellence, transparency, and dedication, we prioritize your unique goals and values, helping to ensure that every financial strategy is tailored to your needs.
Working with the team means working with advisors truly dedicated to helping you pursue your goals. The approach is simple, transparent and supported by rigorous investment guidance aligned to your life priorities. Helping you pursue your goals starts with getting to know you and your family. Understanding what matters most to you helps in the creation of a financial strategy that reflects your investment style and is built around your priorities. You'll receive advice to help you navigate the inevitable changes that can occur in life.
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.
