Marsh Financial Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Marsh Financial Group is a state-registered investment adviser that provides discretionary portfolio management to individuals, high‑net‑worth clients, personal trusts and estates, and small business retirement plan sponsors. The firm offers retirement‑plan consulting (including participant enrollment and education) in addition to constructing portfolios using mutual funds, ETFs, stocks, bonds and options.
The firm describes a primarily long‑term investment approach informed by fundamental analysis, with technical analysis used for trade timing; it will nonetheless trade positions held less than a year for rebalancing, client needs or tactical reasons. Portfolios may include concentrated positions, options strategies and use of margin as risk‑management or positioning tools, and MFG performs ongoing monitoring and custom asset allocation per client objectives.
Compared with many firms of similar size, MFG documents arrangements that enable work with institutional plan sponsors and non‑retail entities through its retirement‑plan consulting services, and its advisory personnel also engage in separate insurance sales. The firm’s ADV discloses a prior regulatory suspension for recordkeeping in 2014 that it reports has been remediated, and it operates with two advisors managing roughly $10.5 million for about 92 client relationships.
Client services
Expertise
Fee options
Flat annual fee for small business retirement plan consulting, billed quarterly, negotiated per client
$0+: 0.50% +: 1.50%
Fee-only: Fees based on assets under management, generally 0.50% to 1.50%, negotiable depending on client relationship
Main office
Cincinnati OH
Advisors at this office
2
Most active in
Ohio
Also doing business as
Marsh Financial Group · Marsh Financial Group, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Robert H
Series 63, Series 65
Cincinnati, OH
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 M
Series 63, Series 65
Cincinnati, OH
Marsh Financial Group
Charles Marsh is a financial advisor at Marsh Financial Group with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Nationwide Securities, Inc., Nationwide Life Insurance Co., and 1717 Capital Management. Marsh is also an insurance agent for various insurance product sponsors, which he conducts alongside his advisory activities. Marsh Financial Group is a state-registered investment adviser serving individuals, high-net-worth clients, personal trusts and estates, and small business retirement plan sponsors. The firm provides discretionary portfolio management and retirement-plan consulting, employing a primarily long-term investment approach with fundamental analysis complemented by technical analysis for trade timing.
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