A complete list of active advisors currently associated with Schneider Downs Wealth Management Advisors, LP
Warmer can help you find a great advisor at Schneider Downs Wealth Management Advisors, LP or one who fits your needs even better.
Schneider Downs Wealth Management Advisors serves high‑net‑worth individuals, families, trustees, endowments and sponsors/trustees of qualified retirement plans, including defined‑benefit pension plans. The firm provides fee‑based investment management, financial planning, retirement plan consulting and an IRA platform through two operating units: Personal Financial Services and Retirement Solutions. The adviser offers both discretionary and non‑discretionary management and employs a committee‑driven investment process with regular reviews to build diversified portfolios using mutual funds, ETFs, individual bonds, unaffiliated separate account managers (SAMs) and, when suitable, private equity commitments. Its retirement practice delivers ERISA 3(21) advisory and 3(38) investment manager services, model‑based IRA options on the SD Advantage platform, and tax‑aware planning support such as tax‑loss harvesting and charitable gift strategies. Noteworthy for a multi‑team firm, SD Wealth Management is affiliated with a regional accounting firm and a suite of related entities — including a recordkeeping/third‑party administrator, a broker/dealer/corporate finance affiliate and an insurance advisory arm — relationships the brochure discloses as potential conflicts while noting clients are not required to use those affiliates. The firm manages over $3.3 billion with 21 advisors, maintains custodial relationships with Schwab, Fidelity and Mid Atlantic, and explicitly serves employer and public plan sponsors (state or municipal plans), a client segment less commonly reported among peers.
To learn more about the advisors currently working at Schneider Downs Wealth Management Advisors, LP, 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.
You can also browse Schneider Downs Wealth Management Advisors, LP's office locations.
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