Steven M Goldberg is a registered advisor at Lincoln Financial Advisors and is part of the Charter Financial Group. Lincoln Financial Advisors Corp., a division of Lincoln Financial Group, is a Fortune 500 company.
Steve offers his clients more than 28 years of financial services experience and follows a disciplined process of assessing clients’ financial needs, setting and prioritizing goals, evaluating trade-offs, and implementing strategies such as Financial Planning, Investment Management, Risk Management, Retirement Planning, Legacy & Estate Strategies, Planning for Major Purchases, Managing Debt and Regular Portfolio Rebalancing. He meets clients in the DC, MD, and Northern Va., including locations in Annapolis, Rockville, College Park, Silver Spring, Lutherville, Salisbury and McLean.
Steve has been ranked by Bank Investment Representative Magazine three times in his career as one of the top 50 Bank Investment Representatives in the U.S. He is a native Washingtonian and attended the University of Maryland and Salisbury University and achieved a degree in Business Administration. He has a passion for community service and currently serves as the Treasurer on the Board of Trustees for National History Day.
Steve’s impressive business attracted Ms. Cindy Hanke to join his practice in 2019. As the Client Relationship Manager, she maintains the highest standards for the client experience and is committed to insuring all things administrative run smoothly for every client as well as the practice itself.
From profile: “Steve has been ranked by Bank Investment Representative Magazine three times in his career as one of the top 50 Bank Investment Representatives in the U.S.”
Steven Goldberg was ranked three times between the years 2002 and 2011. Bank Investment Representative Magazine considered five variables: AUM, production, asset growth, percentage of fee business and production-per-assets and each advisor was assigned a score in each of those five categories and then a weighted average was taken.