Serving with loyalty & professionalism

Our team focuses on helping successful people like you preserve your wealth, and share it with the people and causes you care about most. We believe your ability to achieve important financial goals begins with a customized wealth plan, and you can benefit from established, disciplined investment strategies delivered with a high level of service and integrity.

Investment philosophy

Our mission is to understand your goals and aspirations, and focus on what’s important to you. By thoroughly understanding your financial needs, defining what is most important to you, and formulating strategies suited for those needs, we can create a wealth management plan to help you simplify your life and reach your goals.

Proud to work with a nationally-recognized teammate

At the Herzog Investment Group, we are proud to announce that Steven Herzog has been named as a Barron's Top 1,200 Advisor in 2019 and 2020. It is gratifying to be recognized as a leader in your industry, because it means you are serving your clients well.

Global Insight Monthly

The price of Fed rate cut success is steep, but not too steep

The Fed has finally aggressively lowered interest rates. While a steeper yield curve reflects the market’s optimism that rate cuts will shore up the economic outlook, further steepness could be a sign the Fed will cut rates deeply, likely due to a recession. Read the Global Insight Monthly »