A complete list of active advisors currently associated with Schiff Wealth Advisors, LLC

Warmer can help you find a great advisor at Schiff Wealth Advisors, LLC or one who fits your needs even better.

Schiff Wealth Advisors, LLC provides investment management and retirement-plan advisory services to individuals (including high-net-worth clients), trusts, qualified retirement plans, charitable organizations and small businesses. The firm also offers financial planning consultations on tax, estate, college planning and personal cash flow, and supports plan sponsors with participant education and investment platform design. The firm’s investment approach is long-term and asset-allocation driven, grounded in Modern Portfolio Theory and implemented largely with passively managed, asset-class mutual funds (including Dimensional Fund Advisors funds) and ETFs; written investment policy statements and Monte Carlo analysis are used to set and evaluate objectives. For fixed-income needs SWA may retain a third‑party manager and relies on a sub‑advisory and back‑office relationship with Focus Partners Advisor Solutions to execute and administrate certain strategies. Notably, SWA is affiliated with an accounting firm (Schiff & Associates, LLC) and discloses that the accounting practice receives referrals and that the firm’s principal devotes a substantial portion of business time to that practice; accounting services are offered separately and are not required of advisory clients. The firm operates as a solo advisory practice managing roughly $38.7 million in regulatory AUM across about 59 clients, applies minimum account thresholds for its services, and generally does not accept proxy‑voting authority for client securities.

To learn more about the advisors currently working at Schiff Wealth Advisors, 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.