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

Global Insight Monthly cover - February 2025

Power, storage,
and electrification:
A revolution

As burgeoning demand and innovation transform the energy landscape, we examine key trends that are likely to shape the future of renewable power and industrial electrification. Read the Global Insight Monthly »

About RBC Wealth Management

At RBC Wealth Management, we’ re proud to be one of the largest full-service securities firms in the nation. There are thousands of investment firms to choose from out there, but investors pick us because we offer a comprehensive approach to wealth management and world-class investment solutions. Moreover, we have a reputation for integrity, independence and reliability that allows you peace of mind.

Meet the team

Learn more about the Herzog Investment Group

Steven Herzog

Steven A. Herzog

Managing Director - Financial Advisor, Senior Portfolio Director Group

832-986-9487
Email |
Walker Herzog

Walker A. Herzog

Financial Advisor

713-623-9265
Email |

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Disclosures

The 2019 Barron’s “Top 1,200 Financial Advisors" award was announced March 2019. Data as of 9/30/2018. The award is based on the following criteria: The individual is credentialed as a FINRA registered representative, assets under management, revenue produced for the firm, regulatory and compliance record. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance.

The 2020 Barron’s “Top 1,200 Financial Advisors" award was announced March 2020. Data as of 9/30/2019. The award is based on the following criteria: The individual is credentialed as a FINRA registered representative, assets under management, revenue produced for the firm, regulatory and compliance record. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance.

Steven A. Herzog is currently registered to conduct business with residents of the following states: AL, AZ, CA, CO, DE, FL, GA, IL, KS, LA, MA, MD, MO, MS, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WV, WY.

Steven A. Herzog, NMLS # 1678674 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Walker A. Herzog is currently registered to conduct business with residents of the following states: AL, AZ, CA, CO, DE, FL, GA, IL, KS, LA, MA, MD, MO, MS, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WV, WY.

Read additional advisor disclosures.