Moller Wealth Partners

Barry Hertzberg is a financial advisor at Moller Wealth Partners with 21 years of industry experience. He holds the PFS™ designation and Series 65 license. Prior to joining Moller Wealth Partners in 2024, he worked at Sussex Financial Group and Michael Silver & Company. Moller Wealth Partners provides personal financial planning and investment management services to individuals, families, and trusts. The firm emphasizes strategic asset allocation using low-cost mutual funds and ETFs, managing most client assets on a discretionary basis and beginning relationships with personalized financial plans.

Nathan Eads is a CFP® and holds a Series 66 license, with 20 years of experience in the financial services industry. He has been with Moller Financial Services since 2007 and is currently part of the team at Moller Wealth Partners in Northfield, IL. Moller Wealth Partners provides personal financial planning and investment management to individuals, families, and trusts, focusing on areas such as tax and estate planning, charitable giving, education funding, retirement planning, insurance risk review, and special needs planning. The firm operates as a fee-only registered investment adviser, using strategic asset allocation with low-cost mutual funds and ETFs, and manages most client assets on a discretionary basis.

Brian Fritzsche is a CFP® and CFA® with seven years of industry experience. He has been with Moller Financial Services since 2018 and previously worked at DRW Trading for nine years. Moller Wealth Partners provides personal financial planning and investment management to individuals, families, and trusts, focusing on areas such as tax and estate planning, charitable giving, education funding, and special needs planning. The firm uses a fee-only model with strategic asset allocation primarily through low-cost mutual funds and ETFs, managing most client assets on a discretionary basis.