Founded in 1956, Schneider Downs & Co., Inc. is a Certified Public Accounting Firm and ranks as one of the largest accounting and business advisory firms in the United States. Schneider Downs Wealth Management Advisors, LP (SDWMA) was established in 2000 by the shareholders of Schneider Downs & Co., Inc. as a separate entity to help clients with their investment management, financial planning and retirement plan needs. SDWMA was registered with the U.S. Securities and Exchange Commission (SEC) in 2003.
SDWMA has developed a practice known for both client service and investment proficiency. Providing personal investment management, financial planning and qualified retirement plan services, SDWMA also draws upon the experience of Schneider Downs & Co. The integrity that’s inherent in a certified public accounting firm has served to guide us and has influenced our business practices and philosophies. SDWMA has achieved a reputation for providing institutional level investment advice to our clients.