family financial planning

Discover the Herbst Financial Advisor Difference.

Access to Dimensional Fund Advisors (DFA) funds

Our Financial advisors are among a limited group of advisors nationwide offering Dimensional Fund Advisors (DFA) mutual funds through LPL Financial. DFA funds are not available directly to the retail investor and are not available through most financial advisors or registered investment representatives or their firms.

Financial advisors must meet certain stringent requirements to qualify to offer DFA funds to their clients, including specific criteria in regard to the advisor’s knowledge of capital markets, experience, training and professional credentials.

A commitment to the highest standards of excellence
Individuals and families with significant net worth can face considerable challenges. Without a well-thought-out financial plan in place designed to weather fluctuating economic and market conditions—combined with a personalized approach to retirement income and estate planning—opportunities may be missed and unnecessary obstacles created.
Our clients come to us seeking unbiased guidance and strategies for complex wealth management needs. They remain with us because they understand that their success is our top priority and primary goal. Clients rely on our:

Conflict-free guidance for all your wealth management needs
Herbst Financial Advisors is an independently owned and operated financial advisory firm. 

Our independence enables us to provide you with unbiased financial advice tailored to your individual needs and circumstances. We believe it’s in your best interest to manage your assets without conflicts or restrictions, and with full access to unbiased research.

Focused exclusively on your needs

Our clients are affluent or high-net-worth individuals and families, corporate executives at public and private companies, and business owners to whom we provide financial planning, investment advice and asset management through LPL Financial, as well as retirement plan advice for small businesses.

Our success is tied to your success: