A complete list of active advisors currently associated with Mowery & Schoenfeld Wealth Management, LLC
Warmer can help you find a great advisor at Mowery & Schoenfeld Wealth Management, LLC or one who fits your needs even better.
Mowery & Schoenfeld Wealth Management provides discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, and plan sponsors. The firm also offers standalone financial planning and may recommend third‑party money managers for portions of client portfolios. Investment advice is tailored to each client’s goals and risk tolerance and may include firm-developed model portfolios, institutional mutual fund share classes (including Dimensional Fund Advisors funds), ETFs, fixed income, and pooled vehicles. The firm uses third‑party platforms for certain held‑away retirement participant accounts (Pontera), may employ inverse/enhanced ETF strategies and options, and advises clients on cryptocurrency exposure without exercising discretionary authority to purchase digital assets. The brochure discloses an affiliation with an accounting/tax practice (Mowery & Schoenfeld, LLC) and notes that certain firm personnel are licensed insurance agents who may receive commissions for insurance sales, which creates referral and compensation conflicts of interest to consider. The firm also discloses referral arrangements (a legacy solicitor agreement) and reliance on third‑party vendors (e.g., Broadridge for proxy/asset‑recovery services), all of which clients should review when evaluating potential conflicts and third‑party relationships.
To learn more about the advisors currently working at Mowery & Schoenfeld Wealth Management, LLC, 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.
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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