Each member of the SDWMA team has distinguished themselves through their years of experience, professional affiliations, certifications and education. Our dedicated team of professionals are available to assist clients with their financial needs, including tax planning, cash flow planning, retirement projections and investment expertise. We also have access to in-house professional resources to help you achieve your objectives.

 

Leadership
Administrative Assistant
Investment Relationship Managers
Compliance
Operations
To learn more about the professional history of our financial advisors, please visit FINRA's BrokerCheck.
 
 

Leadership
Administrative Assistant
Investment Advisory Services*
Recordkeeping Services
Compliance Services
Consulting Services
*Investment Advisory Services provided by Schneider Downs Wealth Management Advisors, LP
 
For additional information on SDARS, please see our firm's disclosure brochure.