Meet Our Team

Our experienced team of financial advisors is dedicated to providing personalized guidance and comprehensive financial solutions tailored to your unique needs.

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Michael Hirsch

Founding Partner & Senior Financial Advisor

CFP®, CFA25+ years

Specialties

Estate PlanningTax StrategiesHigh Net Worth Planning

Michael founded The Hirsch Group with the vision of providing comprehensive, personalized financial planning services. With over 25 years of experience, he specializes in complex estate planning and tax strategies for high-net-worth individuals and families.

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Sarah Chen

Senior Financial Advisor

CFP®, ChFC15+ years

Specialties

Retirement PlanningInvestment ManagementInsurance Planning

Sarah brings extensive experience in retirement planning and investment management. She works closely with individuals and families to develop comprehensive strategies that align with their long-term financial objectives.

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David Rodriguez

Financial Advisor

CFP®, MBA12+ years

Specialties

Business Succession PlanningExecutive BenefitsCorporate Finance

David specializes in working with business owners and executives, providing strategic financial planning for succession planning, executive benefits, and corporate financial strategies.

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Jennifer Williams

Financial Advisor

CFP®, CPA18+ years

Specialties

Tax PlanningCharitable GivingFinancial Planning for Professionals

With her unique background as both a CPA and CFP®, Jennifer provides comprehensive tax and financial planning services, particularly for healthcare professionals and business owners.

Our Commitment to You

Every member of our team is committed to providing exceptional service and maintaining the highest standards of professional excellence.

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Continuous Education

Our team maintains ongoing professional education to stay current with industry trends and regulatory changes.

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Fiduciary Standard

We operate under a fiduciary standard, meaning we are legally and ethically bound to act in your best interest.

Client-Focused

Your success is our success. We're dedicated to building long-term relationships and helping you achieve your goals.

Ready to Meet Our Team?

Schedule a complimentary consultation to meet our experienced advisors and learn how we can help you achieve your financial objectives.