At Schneider Downs Wealth Management Advisors (SDWMA), we believe that great financial outcomes start with strong relationships. That’s why our team-based approach is rooted in long-term partnership—not product sales.
We work collaboratively to understand your goals, your values, and your full financial picture, providing only the strategies and solutions that truly serve your best interests.
With decades of experience serving business owners and high-net-worth individuals, we’ve built a reputation for trust and transparency. Headquartered in Pittsburgh and Columbus, our firm offers the personalized attention of a local team with the reach and expertise of a national practice.
We are driven by a shared commitment to care deeply, act with integrity, strive for excellence, embrace change, and work as one team.
We value honesty, open conversations and opportunities to grow. Integrity matters to us.
We wouldnt exist today without our wonderful teammates and clients. That’s why we always put them before ourselves.
We owe it to our clients and our teammates to take ownership of every outcome and to always act in our clients best interests.
We strive to build lifelong relationships with our clients and our colleagues by being open, honest, and caring.
We care about achieving our clients goals. Regardless of the rapidly changing environment we find ourselves in today, being dynamic and passionate helps to be the best firm we can be.
Our History:
Schneider Downs Wealth Management Advisors is a part of Schneider Downs, which was founded nearly 70 years ago.
Learn more about working at Schneider Downs Wealth Management on our careers page.
Email us: sdwealthmanagement@schneiderdowns.com
Schneider Downs Wealth Management, LP (“SD Wealth Management” or “SDWMA”) is an SEC Registered Investment Advisor specializing in the Investment Management and Financial Planning Services for Individual Investors; Investment Management and Investment Committee Services for Institutions and Non-Profits; and Corporate Solutions and ERISA Fiduciary Services. Registration with the SEC does not imply any level of skill or training.
© 2024 Schneider Downs & Co., Inc. Maryland license number 35239.
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