Understand the person.
Your family, values, and concerns help shape the questions we ask before discussing a strategy.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Meet Nate Hershman
Sound planning starts
with getting to know you.
Family, faith, integrity, and an honest conversation. That is the foundation Nate brings to his work.
Start a conversation ↗The person behind the plan
Start with
a conversation.
Before talking about accounts or strategies, Nate wants to understand the people and priorities behind your decisions.
Family, faith, and integrity shape how he listens and how he works. He values an honest answer, thoughtful questions, and room to talk through the choices that deserve a closer look.
Get to know the person behind SteadRock and the perspective he brings to planning for your family or the next chapter of your business.
Meet your advisor
Nate Hershman.
Nate works with families and business owners on the financial decisions that reach beyond a single account. His planning conversations connect wealth, legacy, giving, and the choices owners face as they consider life after the business.
ChFC® · CEPA® · AAMS® · CRPC®
Talk with NateOhio is home
A real place.
A personal connection.
Nate’s connection to Ohio is part of SteadRock’s identity. His interest in people and places brings a personal perspective to the way he gets to know the families he serves.
Before economics, Nate studied geology. His interest in the landscape continues through photography, backpacking, camping, and travel with his family. Hiking sections of the Appalachian Trail is on his personal list.
The SteadRock perspective
Experience brought into
a practice with purpose.
SteadRock brings Nate’s experience into a practice shaped around how he wants to serve clients: personal conversations, thoughtful planning, and candid advice. His approach draws on his own experience and the relationships he builds with the people he serves.
The name reflects steadiness and a sound foundation. It brings together Nate’s love of the outdoors and his belief that planning starts with people and what matters to them.
What does the life you’re
planning for actually look like?
For Nate, that question has a personal side. It may be time with family, a familiar trail, a cause you care about, or room to step away from the business. The details matter because they make the planning conversation yours.
How that shows up in our work
Personal values.
Practical conversations.
Leave room for honesty.
A useful relationship includes difficult conversations and thoughtful pushback, alongside encouragement.
Think beyond today.
Consider the next decision in the context of the people and priorities it may affect later.
Professional designations
Additional perspective
for the work ahead.
Nate holds the following designations. We can discuss how his background relates to the questions you want to work through.
ChFC®
Chartered Financial Consultant®
CEPA®
Certified Exit Planning Advisor
AAMS® & CRPC®
Accredited Asset Management Specialist®
Chartered Retirement Planning Counselor℠
Let’s talk it through
Let’s get to know
what matters to you.
Tell Nate about the decisions on your mind and the life you want your planning to support.
Connect with SteadRock