Marsh Financial Group

Robert Hertsenberg is a financial advisor at Marsh Financial Group in Cincinnati, Ohio, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been the owner and principal representative of Hertsenberg Financial Services, an insurance agency, since 1991. Marsh Financial Group provides discretionary portfolio management and retirement plan consulting for individuals, high-net-worth clients, personal trusts, and business plan sponsors. The firm employs a long-term, fundamental analysis approach, constructing customized portfolios with low-cost mutual funds, ETFs, individual stocks, bonds, and options.

Charles Marsh is a financial advisor with Marsh Financial Group in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Marsh Financial Group since 2011 and has held roles at Nationwide Securities, Inc., 1717 Capital Management, and Nationwide Life Insurance Co. since 2006. Marsh is also an insurance agent for various insurance product sponsors, an activity he conducts alongside his advisory work. Marsh Financial Group provides discretionary portfolio management and retirement plan consulting for individuals, high-net-worth clients, personal trusts, and business plan sponsors. The firm employs a long-term, fundamental-analysis-driven investment approach, constructing customized portfolios with low-cost mutual funds, ETFs, and individual securities, and offers additional services such as on-site retirement plan education and collaboration with other financial service providers.