Fox Wealth Management | Montvale, NJ | Financial Advisors

I've been helping individuals and families make smart financial decisions for more than 30 years. What I enjoy most about this work isn't watching the markets—it's building relationships and helping people feel confident about their financial future.

I believe the best financial advice starts with listening. Every client has different goals, concerns, and dreams, so I take the time to understand what matters most before developing a personalized strategy. Whether you're planning for retirement, saving for a child's education, or thinking about the legacy you want to leave, I'm here to help you navigate those decisions with confidence.

Outside the office, I'm committed to giving back to my community as Co-President of the Montvale Chamber of Commerce and a Past President and active board member of the Park Ridge Rotary Club.

Our Team

I bring over 30 years of experience in the financial industry, helping clients design balanced portfolios and personalized financial strategies. Since 1989, I’ve served as a Financial Advisor to both individuals and institutions, guiding clients toward their financial goals — whether it’s planning for retirement, funding education, securing the right insurance, or creating a lasting legacy.Before joining Janney in 2021, I worked with Morgan Stanley/Smith Barney, Wells Fargo Advisors, and David Lerner Associates. My career began at Citibank, where I interned as a financial advisor while earning my B.S. in Business Administration.I am committed to providing thoughtful, customized financial advice and comprehensive portfolio management, always delivered with integrity and exceptional service.That same commitment extends to my community. I currently serve as Co-President of the Montvale Chamber of Commerce and am Past President and an active board member of the Park Ridge Rotary Club.Outside the office, I enjoy playing pickleball and attending New York Giants games. My wife, Rose, and I live in Montvale, NJ, and also enjoy spending time in Tampa, FL. Our daughter, Sara, is a mental health counselor in Tampa, and our son, Jake, works with Blackstone. ... Read more. Read less.

Steven Fox

Senior Vice President/Wealth Management, Financial Advisor

Online Access Client Portal

Simplify your finances with quick, convenient, secure access to your Janney account information using your desktop or mobile device.

What We Do

No matter where you are in life – we’re here for you through every step of your financial journey.

Business Retirement Plans

We partner with organizations to deliver innovative, results-oriented retirement plan solutions. Our structured, consultative process is developed to help you offer a well-designed plan—supported by high-level service that empowers your employees to work toward long-term financial security.

College Saving and Funding Plans

Plan for More™—supporting your student’s future while protecting your broader financial goals. As the cost of higher education continues to rise, paying for college often requires more than saving—it often calls for a thoughtful, customized strategy that balances education funding with your broader financial goals.

Financial Planning

Your financial life is shaped by what matters most to you. At Janney, begin by understanding your priorities, then connect your goals to a personalized financial plan designed to help you plan for more—more clarity, more confidence, and more possibility. No matter where you are in life, we’re here to help you navigate complexity, build a thoughtful strategy, and move forward with purpose. With experience across a wide range of financial situations, we analyze your current circumstances and create a plan tailored to your unique needs and long-term vision.

Community Involvement

We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.