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 western Pennsylvania and Central Ohio. Schneider Downs Wealth Management Advisors, LP (SD Wealth Management) 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. SD Wealth Management was registered with the U.S. Securities and Exchange Commission (SEC) in 2003.
SD Wealth Management has developed a practice known for both client service and investment proficiency. Providing personal investment management, financial planning and qualified retirement plan services, SD Wealth Management 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. SD Wealth Management strives to provide tailored solutions to assist clients in meeting their goals.