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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.

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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

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.

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Retirees & Pre-Retirees

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.

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Business Owners

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.

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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.

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Retirement Planning

Our team helps you navigate the transition to retirement by creating a distribution plan rooted in logic rather than emotion.

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Investment Strategy

We utilize peer-reviewed academic evidence to build disciplined portfolios that aim for long-term growth across global markets.

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Risk Management

We identify potential threats to your financial foundation and implement structured strategies to help mitigate unnecessary exposure.

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Estate Guidance

Our holistic approach helps you organize your legacy to ensure your assets are handled according to your long-term intentions.

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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@hermsenwealth.com

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@hermsenwealth.com

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@hermsenwealth.com

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.

 
 
 
 
 
 
 

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Hear From Our Clients

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.

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Academic Strategy

Our team presents financial strategies designed to match your investor profile based on peer-reviewed research.

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Implementation

We coordinate the transition of your assets into a structured plan that aligns with your specific needs and goals.

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Ongoing Oversight

Life changes and markets shift. We provide continuous monitoring and adjustments to help keep your plan on track.

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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.

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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.

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