Max Herbkersman

Financial Planner

Experience & Expertise

Max joined the firm in 2022 as a Financial Planner. He assists both the Institutional Client Group by offering advice to participants enrolled in our Corporate Retirement Plans and the Private Client Group by building extensive financial plans for clients to help them reach their financial goals. At Greenspring, Max is a member of the Financial Planning Committee where he strives to create the best financial planning experience for clients. Prior to joining Greenspring Max was an intern with Seventy2 Capital Wealth Management and was an account manager for PepsiCo.

Get Better Acquainted With Max

Favorite Thing About Working With Clients

“Getting to help clients reach their goals both small and large. Anything that I can do to make a client’s life easier or make a client feel better after meeting is a win. ”

My Philosophy On Client Service

“Being a part of the financial services industry our primary goal is to always help clients first. In order to help the client reach their goals it’s imperative for us to fully understand the situation by gathering information and listening to the client’s needs, wants, and goals so that we can make a sound recommendation for any scenario and help our clients reach their financial freedom.”

Maryland
B.S. in Finance
Monkton, MD
University of Maryland, College Park
Paul's Place, Habitat for Humanity
Golf
Skiing
Hiking
Ravens Football
Going to Concerts
Spending time with Friends and Family
Master Your Craft
What I Love About Greenspring

"Everyone’s enthusiasm to focus, work as a team, and have a constant drive for growth. Everyone is committed to each other’s success and is always willing to help."

Recent Insights

“Sixty Percent Of The Time, It Works Every Time”

You may recognize the quote in the title from the movie Anchorman. This can be a lot like stock pickers, pundits, and TV personalities. You should run from anyone who is using prediction for the basis of advice.

Greenspring News

Greenspring Advisors Awards $100,000 in Grants | $450,000 Since Program Inception

Celebrating its 10th year, the Greenspring Grant Committee awarded a total of $100,000 to nine organizations committed to addressing workforce &economic development, entrepreneurship, or financial literacy.

Greenspring Advisors Merges with $700M RIA in Pennsylvania

Greenspring Advisors is expanding its operations to Pennsylvania announcing the merger with ISI Financial Group, a Lancaster, PA-based RIA that manages more than $700 million in client assets.