Phil also proudly supports Greater Miami Jewish Federation, local synagogues, and charities in his local communities:

Nancy works with many friends on Key Biscayne​:

Nancy works to raise awareness and funds for the school children of Salinas Grandes, Nicaragua. They’ve set up a “Go Fund Me” page and had a very successful garage sale.

We're in the community!

Giving back… it’s important to us. It’s important to everyone. If you are involved or want to be involved in any of these organizations, give us a call. We’d love to share and work together to make this world a better place!​

Organizations our firm has supported:

Phil Herzberg… is a member of the Finance Committee of the Jewish Federation of Broward County, an organization that acts in concert with a vast network of beneficiary agencies (Holocaust Documentation Center, WECARE Food Pantry, Jewish Family Services, and Jewish Adoption Foster Care Options) to safeguard and address local educational and social service needs. The Lubitz Financial Group is sponsoring the Federation’s 14th Annual Joint Tax & Estate Planning Seminar. Previously Co‐Mitzvah Chair, Phil serves on the Advisory Board of the Young Leadership Division.

Estate Planning Council

Florida Lions Eye Bank

Beauty of Sight Foundation

Breast Cancer Research Foundation

Informed Families

Young Patronesses of the Opera

The Commonwealth Institute

The Women's Fund


Organizations our staff has supported:

Fulfilling Hopes for Salinas Grandes, Nicaragua


Arts at St. Johns

The Lubitz Financial Group was also a proud sponsor of:

Informed Families 30th Annual Dinner. Informed Families is an education, training and support center for parents, schools and communities to help raise safe, healthy and drug‐free children.

The Florida Lions Eye Bank 2018 Annual Installation Gala:

The Florida Lions Eye Bank’s primary mission is to recover, process, and distribute corneal and scleral tissue for sight-saving transplant surgery. To make this happen, they rely upon the selflessness of the individuals and their families who choose to donate their eyes upon their death..

History Miami Museum

Foundation for Financial Planning/ProBono for Cancer Campaign​