Max Herbkersman

Financial Advisor

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Experience & Expertise

Max joined the firm in 2022 as a Financial Planner where he assisted 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. In 2024, Max transitioned to our Private Client Group, where he now works with our advisors to provide clients with financial planning and wealth management services as a Financial Advisor. Prior to joining Greenspring, Max was an intern with Seventy2 Capital Wealth Management and was an account manager for PepsiCo.

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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

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Employee Benefits to Help Motivate Your Workforce

Enhance workplace satisfaction in the DC Metro Area with employee benefits that attract, retain, and engage top talent. Build a motivated and loyal workforce today!

Understanding Student Loan Matching Programs

Explore the benefits of Student Loan Matching with Greenspring Advisors! Gain insights on how these programs can help employees pay debt & save for retirement.

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.