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Financial advice that works for you.

A trusted Registered Investment Advisor Firm with nearly four decades of industry experience. Herzog Financial Group, LLC takes a team approach to wealth management with a special emphasis on involving multigenerational and multidisciplinary players.

MEET Your Team

Comprehensive

It's more than just investing successfully. We understand the big picture.

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Independent

We offer customized, non-proprietary solutions solely in our clients’ best interest.

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Fee-Only

Unlike many advisors, we never accept sales commissions. Instead, we charge a reasonable fee.

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Our Services

Wealth Management

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A sound Financial Plan will create a custom roadmap designed to guide you to your unique financial destination.

Financial Planning

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Based on time-tested investment principles which you may implement without commissions or sales charges.

Hourly Counsel

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Objective, hourly financial advice that is not influenced by brokerages, banks, or insurance companies.

Second Opinions

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Objective, hourly financial advice that is not influenced by brokerages, banks, or insurance companies.

Who We Serve

We provide comprehensive financial solutions for people from all walks of life. We have a unique understanding of challenges and opportunities of a wide range of clients, regardless of income or investment account level.

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Individuals & Families

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Business Owners

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Professionals & Executives

Retirees

Retirees & Pre-retirees

Get in Touch

Herzog Financial Group
Saint Louis, MO / Get directions
(314) 548-6067 / info@herzogfinancialgroup.com


Complimentary 'Get Acquainted' meeting