Philip Herzberg (AEP, CDFA, CFP®, CTFA, Other)

Philip Herzberg focuses in the
following client markets or areas of practice:

  • Business Owners
  • Divorce Planning
  • Entrepreneurs
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management

Planning Specialties

Hi, I'm Phil, Lead Financial Advisor at Team Hewins. I am a CERTIFIED FINANCIAL PLANNER™ professional with over 16 years of professional experience. I am also a Certified Divorce Financial Analyst, a Certified Trust and Fiduciary Advisor, and an Accredited Estate Planner®. I focus on divorce financial planning, financial planning for widows, inheritance planning, personal financial planning for executives and entrepreneurs (equity and executive compensation), tax planning strategies for high-income earners, and estate planning.

I aim to empower clients with the resources and clarity to make well-informed financial decisions, operating at the highest level of fiduciary responsibility and transparency. In addition to cash flow and budgeting, investment, estate, retirement, and tax planning, we connect the dots by working directly with your CPA, attorney, and other professionals.

I love positively impacting the lives of individuals, families, business owners, executives, and those undergoing life transitions. We cultivate substantial, long-lasting relationships with clients while counseling them side by side through all of their life chapters.

Because we are looking to form long-term relationships with clients, we do not typically engage on a one-time project basis. We charge an asset-based fee that covers all of our financial planning and investment management work. Our fee schedule is tiered, based on a percentage of the market value of the assets managed.

Let’s make a plan - schedule a quick complimentary call here

Additional Information

I am a featured speaker for local and national organizations, such as the Estate Planning Council, Florida Institute of Certified Public Accountants (FICPA), FPA, United Way, and the Jewish Community Foundation's Professional Advisory Council. I've been honored to be quoted in regional and national media publications, including the Wall Street Journal, USA Today, CNBC, AARP, Kiplinger, Retirement Daily, Morningstar, Barron's, InvestmentNews, Financial Advisor Magazine, Miami Herald, and Sun-Sentinel.

NAPFA Start Date

September 13, 2021


This Office

2255 Glades Rd Ste 226A Boca Raton, FL 33431-7391 Phone: (833) 439-4678

Other Offices

4400 Biscayne Blvd Suite 514 Miami, FL 33137 Phone: (833) 439-4678