Elliot Herman

I became a financial planner to help people make confident decisions, avoid costly mistakes and build lives that reflect their values—not just their bank balances. What drew me to this profession was the human side of finance; every client has a story, a set of goals and a unique relationship with money. I see my role not just as a planner, but as a partner – someone who listens, educates and helps translate complex financial concepts into clear, actionable steps. Outside of work, I’m always finding ways to keep my body and mind as fit as possible, from playing sports and word games to volunteering and exploring new places with my family in Massachusetts. I also find it rewarding to provide financial coaching services to cancer patients at Dana Farber. A little-known fact about me: I once co-wrote a song with a woman who won Best New Artist in Boston.