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Herzog Kistner Shaw Financial Partners:
Your Partners for Life!
At Herzog Kistner Shaw Financial Partners, we help you align your goals, motivations, and finances to achieve your personal definition of success. Life is full of twists and turns, and we’re here to help you navigate them with confidence. Our approach is simple—creating a clear, personalized plan to move you from where you are today to where you want to be. That commitment to clarity and partnership has shaped the way we work. Our clients are at the heart of everything we do. Senior Partners Emeritus, Paul Herzog and Dennis Kistner, have spent more than 40 years building trusted relationships with families across the country—relationships that have grown across generations. We’ve shared in life’s milestones, guided clients through challenges, and been proud to serve as both advisors and friends. Building on that legacy, we officially established HKS Financial Partners in 2017 to better serve our growing client base. Since then, our team of specialists has continued to expand, bringing deep expertise to address clients’ evolving financial needs. Integrity, reliability, and collaboration remain the foundation of every relationship, and we take pride in growing alongside those we serve. At HKS, we believe life is a journey best navigated together. Our mission is to build lifelong partnerships—providing the insight, education, and support you need to move forward with confidence and achieve lasting success.
Our Pillars
Holistic. Kinetic. Strategic.
At HKS Financial Partners, our wealth management philosophy is guided by three pillars: Holistic integration, Kinetic momentum, and Strategic intent. A modern, forward-thinking framework ideal for clients that emphasize integrated planning, active engagement, and intentional decision- making. Together, these principles define how we approach each client relationship—with clarity, energy, and long-term purpose.
Holistic
We see wealth not as a set of disconnected accounts or objectives, but as an integrated system tied to your mission, vision, and values. Our process brings together all facets of financial planning—Foundations, Risk, Accumulation, Tax, Independence, and Legacy—into a unified plan designed to support you and your family across generations.
Our Principles
We align your values and motivations with your tailored financial strategy focusing on your personal definition of success.
• Our process begins with you — your goals, motivations, and personal definition of success. We tailor every plan to your unique journey, not financial averages.
• We cultivate long-term partnerships rooted in trust, integrity, and transparency. Client relationships are not transactions—they are shared commitments across life’s phases.
• Empowerment begins with clarity. We break down complex financial concepts into intuitive frameworks so you can make confident decisions about your future.
• Lifelong learning is a pillar of our practice. Our advisors continually sharpen their expertise to ensure your plan reflects the latest strategies and thinking.
• Your confidence matters. We don’t just deliver advice; we educate you on the “why” behind the strategy, enabling greater engagement and control to make informed financial decisions.
• We integrate all facets of your financial life—investments, estate, tax, risk, liquidity, businesses, executive compensation—into a unified, purpose-driven plan.
• Our holistic approach means every decision is made in the broader context of: how does this impact your lifestyle, legacy, and long-term vision?
• Acting in your best interest is not optional—it is our obligation. Every recommendation is objective, unbiased, and tailored solely to what serves your financial goals.
• Our integrity is defined by guidance anchored in client benefit, not commissions.
• As your life and the world change, your plan evolves. We proactively monitor and adjust our strategies to stay aligned with your goals and external shifts.
• Our responsiveness reflects foresight. We anticipate change and act decisively so your plan remains resilient and effective.
• You benefit from collective expertise across planning, investment, tax, and insurance disciplines—all coordinated for maximum impact.
• We collaborate with your legal, accounting, and tax advisors to create seamless, cohesive outcomes.
Your Life. Your Plan. Your Success.
A Personal Partnership, Built on Open Communication
At HKS Financial Partners, you’re never just a number on a spreadsheet. We believe the best financial outcomes come from meaningful relationships and consistent dialogue. That’s why we take a one-on-one approach, giving you direct access to your advisor and clear explanations at every step.
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