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Client Centered

Do You Have a Clear Map Through the Complex World of Finance?

Steerpath Wealth simplifies the journey, leading you to confident decisions.

Who We Serve
Supporting Your Unique Financial Needs

We specialize in assisting clients from diverse backgrounds, helping them work towards their financial aspirations.

Retirees Preparing for the Next Chapter

Retirees Preparing for the Next Chapter

Offering guidance to navigate the transition into retirement with confidence and clarity. 

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World Bank Staff, Consultants, and Retirees

World Bank Staff, Consultants, and Retirees

Tailored financial strategies for those near retirement, especially on G4 Visas in DC.

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Federal Government Employees

Federal Government Employees

Specializing in retirement planning for Federal Government employees approaching their retirement phase.

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Small Business Owners

Small Business Owners

Solutions for deferred compensation insurance and retirement plans, including Solo 401ks, 401(k)s, and Pension Plans.

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A Collaborative Process<br/>

A Collaborative Process

Our approach focuses on bringing comfort and clarity to your financial journey. It all begins by understanding your goals, allowing us to craft strategies that align with your vision. Through a personalized client service model, we engage with you during each review to provide meaningful insights. Our commitment to your financial well-being is at the heart of everything we do.

Step 1: Discovery


Together, we dive into your financial landscape, identifying your goals and aspirations. This initial conversation sets the stage for a personalized strategy tailored to your unique needs.

Step 2: Strategy Session


We collaboratively design a comprehensive financial plan, detailing each step toward pursuing your objectives. Our transparent approach ensures you understand the strategies and feel confident in the path forward.

Step 3: Implementation


As we implement your plan, ongoing support and adjustments are provided to adapt to life’s changes. Our commitment is to be with you every step of the way, championing your financial confidence.

What We do
How Can We Make Your Financial Vision a Reality?

We focus on bringing comfort and clarity to your financial journey by understanding your unique goals. Each strategy is crafted to holistically align with what matters most to you. Through a personalized service model, we engage with you regularly, so our support is as unique as your aspirations.

How We Help
Empowering Your Financial Decisions

Our comprehensive services are designed to address your specific financial needs and goals. By offering tailored solutions, we aim to enhance your financial well-being and support your journey toward pursuing your aspirations.

Financial Planning
for World Bank Professionals


Customized strategies for staff, consultants, and retirees, focusing on those nearing retirement and on G4 Visas.

Retirement Planning
for Federal Employees


Experience in guiding federal employees toward a confident and fulfilling retirement experience.

Retirement Solutions
for Small Business Owners


Specialized in deferred compensation insurance and retirement plans like Solo 401(k)s, 401(k)s, and Pension Plans.

Comprehensive Wealth
Management Services


Our distinct service model integrates financial planning with personalized wealth management strategies, featuring rotating value-add topics in each review to enrich your experience.

Long-Term
Care Planning


Focused on helping you prepare for future healthcare needs with thoughtful long-term care planning solutions.

Who We Are
Building Connections, Shaping Futures

Inspired by the journeys of advisors from diverse backgrounds, Steerpath Wealth is committed to more than just numbers—it's about stories and legacies. With a deep-rooted passion for helping you navigate your financial path, we blend experience with genuine care to support your aspirations and dreams.

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Sharpen Your Financial Acumen

Explore our curated library of resources.

Videos

Videos

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Articles

Articles

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Calculators

Calculators

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Resources

Resources

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Let's Get Started
Schedule a Meeting

If you believe you could benefit from working with a financial professional, let’s review your portfolio, financial trajectory, and goals to see if you’re a good match for our practice.

1777 Reisterstown Road
East Building Suite 380
Pikesville, MD 21208

909 Rose Ave
Suite 650
North Bethesda, MD 20852

aaron.schmerling@prudential.com

norris.l.brodsky@prudential.com

443-292-8053

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