The Wealth Management
Guidance You Deserve
You have worked hard to build a strong financial foundation. We help you support that legacy with an investment strategy based on academic research, not market emotion.
Who we serve
Dedicated Support for Your Journey
Whether you are navigating the complexities of career growth or preparing for the transition into retirement, our team provides the objective perspective necessary to help you move forward with clarity.
Individuals & Families
We help families coordinate their various financial moving parts into a single, cohesive plan by focusing on academic data rather than emotional market trends.
Retirees & Pre-Retirees
Our team utilizes peer-reviewed research to help you manage retirement risks and create a distribution strategy that aligns with your lifestyle goals.
Business Owners
We provide specialized guidance to help you protect the value of your enterprise while ensuring your personal wealth remains on a logical, evidence-based path.
Who we serve
Comprehensive Financial Solutions
Our science-based approach ensures your financial strategy is built on objective data and decades of academic research.
Wealth Management
We coordinate your entire financial life into a unified, research-driven strategy designed to grow and protect your wealth.
Retirement Planning
Our team helps you navigate the transition to retirement by creating a distribution plan rooted in logic rather than emotion.
Investment Strategy
We utilize peer-reviewed academic evidence to build disciplined portfolios that aim for long-term growth across global markets.
Risk Management
We identify potential threats to your financial foundation and implement structured strategies to help mitigate unnecessary exposure.
Estate Guidance
Our holistic approach helps you organize your legacy to ensure your assets are handled according to your long-term intentions.
about us
Invested in Your Success
At Hermsen Wealth Management, we believe in the science of investing. Our strategy is not based on speculation or market timing, but on decades of unbiased research and evidence that is persistent across global markets.
We advise our clients no differently than we advise our own family members, keeping your interests at the heart of every recommendation. Our holistic strategy integrates every aspect of your financial life to help you pursue your long-term objectives.
Meet the Team
A Team Rooted in Evidence and Logic
Andrew Hermsen
Financial Planner

Andrew is a Wealth Advisor with more than 20 years of experience helping individuals and families navigate important financial decisions to and through retirement. He is passionate about educating clients and providing thoughtful guidance tailored to each person’s unique financial goals and circumstances. Andrew believes that clear communication and a strong understanding of financial strategies help clients feel confident about their long-term plans.
Outside of work, Andrew enjoys spending time with his wife, Brooke, and their daughter, Harper, who brings immense joy to their lives. When he’s not with family, you’ll often find him on the golf course or watching the Badgers.
Andrew is an Accredited Investment Fiduciary® (AIF®) and holds the Series 7, Series 66, and Life Insurance licenses. He earned his degree in Finance from the University of Wisconsin–Madison.
Carol Zima
Registered Assistant
Carol has been a valued member of the team at Hermsen Wealth Management for more than 10 years, bringing experience, organization, and a welcoming presence to the firm. As the first person clients see when they walk through the door, Carol is known for her positive attitude and her ability to make everyone feel comfortable and taken care of.
Carol enjoys building relationships with clients and helping ensure their experience with the firm is smooth and enjoyable from the moment they arrive.
Outside of the office, Carol has been happily married for over 30 years and has one son, Lincon. She enjoys staying active by playing pickleball and volleyball, spending time outdoors, raising chicks, and making candles. Carol is also a passionate fan of the Milwaukee Bucks and rarely misses a game.
Carol holds the Series 6 and Series 63 licenses.
Riley Siltman, AIF®
Financial Planner
Riley is a Financial Planner who is passionate about helping individuals and families gain clarity and confidence in their financial lives. With experience working alongside several large investment advisory firms, Riley brings a broad perspective to financial planning and strives to simplify complex financial decisions so clients can focus on what matters most to them.
Originally from Evansville, Wisconsin, Riley came to Green Bay for both his education and athletics and has grown to love the community and everything the area has to offer. While attending the University of Wisconsin–Green Bay, Riley competed in Division I cross country. Today, he continues to pursue his passion for running by competing in marathons. He runs semi-professionally for the Wisconsin Runner Racing Team.
Outside of work, Riley enjoys staying active, playing pickleball, basketball, golf, and spending time with friends and his fiancée.
Riley is an Accredited Investment Fiduciary® (AIF®) and has passed the CERTIFIED FINANCIAL PLANNER® (CFP®) exam. He holds the Series 7, Series 63, Series 65, Life, and Health Insurance licenses. Riley earned his degree in Finance and Business Analytics with a minor in Personal Financial Planning from the University of Wisconsin–Green Bay.
testimonials
Hear From Our Clients
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our approach
A Data-Driven Path Forward
We believe that a successful financial journey requires a structured approach rooted in logic and academic research rather than emotional reactions to the market.
Discovery & Assessment
We begin by reviewing your financial documents, risk tolerance, and long-term objectives to understand your unique situation.
Academic Strategy
Our team presents financial strategies designed to match your investor profile based on peer-reviewed research.
Implementation
We coordinate the transition of your assets into a structured plan that aligns with your specific needs and goals.
Ongoing Oversight
Life changes and markets shift. We provide continuous monitoring and adjustments to help keep your plan on track.
Our Resources
Educational Insights
The marketplace is full of contradictory voices. Download our latest guide to learn how a research-based approach can help you avoid common emotional investing pitfalls.
Our latest insights
Video Library
401k Video
Retirement Taxes Video
contact us
Let’s Talk About What’s Next
Ready to have a meaningful conversation about your goals? We invite you to schedule a brief introductory call to see if our evidence-based approach is the right fit for you.