Why choose Herrmann & Cooke?

Choosing the right financial professional may be your most important investment decision. That’s why we strive to build strong relationships as the foundation of our investment philosophy and process.

We begin every relationship with an in-depth evaluation of your financial profile in order to create a structured plan based on saving and investing. Your goals always direct our recommendations as to the specific mutual funds and exchange-traded funds we select to create an optimal asset mix for your portfolio.

We will continually monitor and rebalance, modify, or replace fund choices in your portfolio as needed. We are committed to working with you to maximize your financial health throughout your relationship with us.

What is financial planning?

Financial planning is gathering information relating to the financial health and well being of a client. We will then evaluate this information compared to the client’s goals and determine if there are gaps to be filled, current plans to be adjusted, or if he or she is on track to accomplish their goals.

Is a financial planner right for me?

You can benefit from a financial planner’s services, whether you have very limited resources or a sizable estate. We can save you time, and provide experience and expertise that we’ve learned in over thirty years advising clients.

In today’s global economy, the pace of change, the ups and downs of the financial markets, and the flood of Internet information on every imaginable investment topic can be overwhelming. A reputable, qualified financial planner can answer your investment questions, and explain your options by creating an actionable plan.

We can save you time by creating a comprehensive financial plan that is customized to your specific resources, needs, and life stage.

How will I benefit?

By meeting in person with us and by working through our evaluation and planning process, you can gain a realistic picture of what it will take to achieve your financial goals. The result is less stress, which leads to a more enjoyable life.

We strive to create customized financial roadmaps designed to help you achieve financial independence.

Ideally, our process will give you the confidence and peace of mind that come from knowing you can enjoy financial independence, with adequate retirement income, and even provide for your beneficiaries after your death.

What services will I receive?


Personal attention

At Herrmann & Cooke, we invest our time in getting to know you, your financial situation, your financial goals, and your risk tolerance. We welcome your questions and look forward to meeting with you in person.

We take pride in offering everyone an exceptional level of courtesy and hands-on service to give you financial guidance that aligns with your values and goals. We care about making your dreams a reality.

An asset allocation strategy

Once we understand your goals and risk tolerance, we can help allocate your money based on a mix of asset classes that fit your time horizon, comfort level and return requirements.

Advice on specific investments

Once you have set your goals and asset allocation strategy, we will implement your plan and build you a well balanced portfolio.

Answers to financial questions

When the markets make headline news, we will be available to help you understand the reasons behind market volatility. If you are interested in a new stock offering or an interesting alternative investment, we can help research it and determine if it will fit your overall plan.

Proactive account management

Based on our knowledge of your goals and changes in the market environment, we will monitor and manage your accounts on an ongoing basis, and consider potential new investment opportunities for your portfolio.

Ongoing, regular checkups

We will communicate with you regularly to see if your financial situation has changed. If you’ve recently married, changed jobs, had a child, or purchased a home, your financial plan may need to be adjusted to account for those changes. We will review your account with you at least once a year and make any adjustments needed to keep your plan on track.