Serving with loyalty & professionalism

As your financial advisor, I specialize in helping successful people like you preserve your wealth, and share it with the people and causes you care about most. I believe your ability to achieve important financial goals begins with a comprehensive wealth plan, and you benefit most from established, disciplined investment strategies delivered with a high level of service and integrity.

Investment philosophy

My 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, I can create a wealth management plan to help you simplify your life and reach your goals.

Proud to be a national award-winning advisor

As a financial advisor, it is gratifying to be recognized as a leader in your industry, because it means you are serving your clients well. I am proud to be a recipient of the following prestigious awards.

  • Barron's Top 1,200 Advisors - 2020, 2019, 2018

Global Insight Monthly:
The rocky road for debt ceiling negotiations

Raising the U.S. debt limit has been a regular occurrence but striking a deal has often been an arduous task. We explain why this round of negotiations looks particularly tough.

Read the latest 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.

Sign up for tax-free and taxable offerings

You will receive information about FDIC insured certificates of deposit, municipal bonds, corporate bonds, treasuries and more.

*Required fields


Steven A Herzog


Bulletin Board