A complete list of active advisors currently associated with B.A. Schrock Wealth Management

Warmer can help you find a great advisor at B.A. Schrock Wealth Management or one who fits your needs even better.

B.A. Schrock Wealth Management is an SEC‑registered advisory firm with about $281.6 million in assets under management and a five‑adviser team serving individuals, high‑net‑worth clients, trusts, estates and business entities. It provides discretionary asset management, modular written financial planning (available only to asset management clients), and referrals to third‑party money managers. The firm implements portfolios primarily through custodian relationships with Charles Schwab, offering both advisor‑managed accounts and Schwab Model Market Center model portfolios, with account reviews at least quarterly. Its stated investment approach emphasizes value investing alongside strategic and tactical asset allocation and draws on fundamental, technical and cyclical analysis in making trading decisions. Distinctive for a team firm, B.A. Schrock operates exclusively as a wrap‑fee program sponsor and also conducts impersonal educational seminars on retirement, estate, college and charitable planning—features that are relatively uncommon among peers. The brochure discloses relationships that may affect recommendations: the firm receives solicitor fees from certain third‑party managers it refers and has an affiliated insurance agency whose representatives may sell commission‑based insurance products.

To learn more about the advisors currently working at B.A. Schrock Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.