With roots in Columbus going back to 1989, Schneider Downs Wealth Management Advisors (SDWMA) is committed to serving the financial needs of high-net-worth individuals, families, business owners, and institutions throughout Central Ohio.
With a growing local presence backed by national resources, our team provides comprehensive, fiduciary-focused solutions tailored to each client’s unique goals. From tax-efficient investment strategies to business succession planning and retirement solutions, we help clients navigate financial complexity with confidence and clarity.
In Columbus and beyond, we build lasting relationships through clear, objective advice.
Our fiduciary-first approach means your goals—not sales incentives—are always the priority. We take the time to understand your full financial picture, delivering integrated strategies that align personal wealth, business planning, and long-term legacy goals. With deep knowledge of the local economic, business, and regulatory landscape, our team is uniquely positioned to serve the financial needs of Columbus-area individuals, families, and business owners.
At Schneider Downs Wealth Management Advisors, our Columbus-based team is more than a group of individual professionals—we are a unified, client-focused advisory team with a shared commitment to long-term partnerships. Drawing on a wide range of expertise across investment management, financial planning, tax strategy, and business consulting, we collaborate to deliver personalized, fiduciary-driven solutions that evolve with your goals. Get to know the full breadth of our Columbus team and see how our collective experience can help support your financial journey today and for years to come.
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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