About Us
Herbers & Company is a leading management and growth consulting firms dedicated to the success of financial advisory firms. Founded in 2003, we are one of the most tenured consultancies in the industry, with a long-standing track record of helping firms evolve through each stage of growth.
22+
Number of years serving RIAs & financial advisory firms
1500+
Number of financial advisory firms we’ve helped grow
In The News
Our Mission
Empowering financial advisors to embrace change, grow strategically, and implement boldly.
About Our Founder, Angie Herbers and Our Leaders, Business Consultants & Service Staff
Founded by Angie Herbers in 2003, Herbers & Company was built on a vision to grow financial advisory firms. A recognized industry thought leader and veteran business consultant, Angie has spent over two decades guiding firms through each stage of growth with practical, implementation-driven solutions.
Today, Herbers & Company is one of the most tenured consultancies in the profession. Our firm is made up of experienced leaders, business consultants—including CFP® professionals and specialists with unique degrees and hands-on experience inside advisory firms—and a dedicated service staff who works behind the scenes to support every engagement. Together, we help firms solve management and growth challenges in leadership, strategy, human capital, succession, and marketing.
