Premier Financial Management

At Schneider Downs Wealth Management Advisors, we believe that financial success is not just about making a good living, but also about living a good life. That's why we're dedicated to providing exceptional wealth management and financial planning services to individuals, families, and institutions. Our team of experienced professionals is committed to helping you achieve your financial goals and build a brighter future.

Our History and Philosophy

Founded in 2000, Schneider Downs Wealth Management Advisors has a long history of providing personalized wealth management and financial planning services to our clients. We take a disciplined and disciplined approach to investing, using a combination of active and passive management strategies to help our clients achieve their financial goals.

At the heart of our approach is a deep understanding of our clients' goals and values. We believe that every individual and family is unique, with their own set of financial goals, risk tolerance, and values. That's why we take the time to learn about our clients' financial situations, lifestyle, and aspirations. We then use this information to create a personalized financial plan that is tailored to their individual needs and goals.

Our Services

We offer a wide range of services to help our clients achieve their financial goals. These services include:

For Individual Investors

• Investment Management: We offer a range of investment strategies, including actively managed portfolios and passive index funds.
• Financial Planning: Our financial planners work with clients to create a personalized financial plan that aligns with their goals and values.
• Retirement Planning: We help our clients create a sustainable income stream in retirement, using a combination of tax-efficient strategies and investment products.

For Institutions and Non-Profits

• Investment Management: We offer customized investment management solutions for institutions and non-profits, including pension funds, endowments, and foundations.
• Retirement Plan Services: We provide fiduciary investment management and administration services for retirement plans.
• Corporate Solutions: We help our institutional clients develop and implement comprehensive financial plans that align with their goals and values.

Our Thought Leadership

Our team of experienced professionals is committed to continuing education and professional development. We stay up-to-date on the latest trends and developments in the financial industry, and we're dedicated to sharing our insights and expertise with our clients and the broader community.

Meet Our Team

Our team is composed of experienced professionals who are committed to delivering exceptional service and results. Meet our CEO and Shareholders, who have many years of combined experience in the financial industry.