A complete list of active advisors currently associated with Schlanger Financial

Warmer can help you find a great advisor at Schlanger Financial or one who fits your needs even better.

Schlanger Financial provides investment management and ongoing financial planning to individuals, high-net-worth clients, and business owners, offering discretionary portfolio management across stocks, bonds, mutual funds, ETFs, and municipal and government securities. The firm operates as a fee-only adviser and coordinates with third-party professionals; tax preparation is offered through an affiliated accounting firm under a separate engagement and agreement. The firm's investment approach emphasizes Modern Portfolio Theory, asset allocation, and a mix of passive and active strategies tailored to each client's objectives, risk tolerance, and tax considerations, with account supervision and periodic reviews. Financial planning is delivered on an ongoing basis with a written plan and regular monitoring, and planning engagements are billed on a fixed recurring fee basis rather than solely on an asset-based schedule. What is distinctive about the firm is the clear affiliation with an accounting practice and that the principal holds CPA and PFS credentials, with tax-preparation services available through the related entity for separate compensation (a disclosed conflict of interest that clients may accept or decline). Schlanger Financial also discloses that it does not act as an adviser to private funds and leaves proxy voting responsibility with clients.

To learn more about the advisors currently working at Schlanger Financial, 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.