A complete list of active advisors currently associated with Schwarz Investment Partners

Warmer can help you find a great advisor at Schwarz Investment Partners or one who fits your needs even better.

Schwarz Investment Partners advises individuals, trusts, estates, charitable organizations, corporations, and pension and profit‑sharing plans, offering discretionary portfolio management, integrated financial planning and consulting, and retirement plan and IRA advisory services. The firm provides ongoing advisory relationships rather than standalone planning engagements and manages portfolios using a broad range of securities. The firm relies on fundamental analysis and develops a written investment policy for each client following in‑depth interviews, implementing discretionary allocations while allowing clients to place reasonable investment restrictions. For ERISA plan clients the firm accepts Section 3(38) fiduciary responsibility, maintains written IPS documents, conducts formal quarterly investment reviews with a documented watch‑list protocol (including a 180‑day resolution process), and performs annual PTE 2020‑02 retrospective compliance reviews. Schwarz Investment Partners manages roughly $185 million for 714 clients with two advisers, yielding an unusually high client‑to‑advisor ratio that is uncommon for similar firms and implies a more scaled service model. The firm also operates affiliated insurance activities and a principal maintains a broker‑dealer registration, and advisers may be licensed to implement commissionable insurance or brokerage transactions; these relationships and any related conflicts are disclosed and the firm documents rollover analyses and notifies clients when such transactions occur.

To learn more about the advisors currently working at Schwarz Investment Partners, 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.

Name	Location	Years of experience
Mark Johnson	Silver Lake, KS	2
Robert Schwarz	Silver Lake, KS	49

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