Marc Hertzberg J.D., CPA, CFA


Marc regularly offers to advise clients on a variety of financial planning and investment management issues, including asset allocation, tax planning, estate and legacy planning, retirement planning, and any other financial issues as they arise. Marc’s goal is to help clients achieve their financial objectives so that they can enjoy time with their family and friends, free of financial worries. Among other areas, Marc has experience helping clients with financial lifecycle issues such as entering retirement, receiving an inheritance, selling a business, or having a change in marital status due to death or divorce.

Prior to joining WBH Advisory in 1999, Marc worked for the Securities and Exchange Commission in the Division of Market Regulation. Preceding that, Marc worked for Coopers & Lybrand where he assisted clients with various tax related matters. He earned a Bachelor’s degree in Accounting at Lehigh University and also graduated from the University of Maryland School of Law. Marc became licensed as a certified public accountant in 1989. He was admitted to the Maryland Bar in 1995 and the District of Columbia Bar in 1998. Marc has earned the right to use the Chartered Financial Analyst designation.