Columbus, OH Office

Team
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Schneider Downs Wealth Management Advisors, LP logo

Schneider Downs Wealth Management Advisors, LP

Multi-team

Firm-wide stats for Schneider Downs Wealth Management Advisors, LP

Total advisors

22

Across 2 offices

Clients per advisor

30 Very Low

Avg AUM per client

$2,838,028 Very High

HNW client ratio

14% Typical

About

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.

Based on Schneider Downs Wealth Management Advisors, LP

Expertise

Tax-loss harvesting Charitable giving tax strategies Retirement plans for business owners (SEP, solo 401k) Wealth management Private / alternative investments

Based on Schneider Downs Wealth Management Advisors, LP

Occupation focus

Founder/Business Owner Retired

Based on Schneider Downs Wealth Management Advisors, LP

Location

65 East State Street, Suite 2000

Columbus OH 43215

Advisors at this office

5

Advisors at this office

user avatar

Tyler B

Series 65

Columbus, OH

Schneider Downs Wealth Management Advisors, LP

Tyler Barnes is a financial advisor at Schneider Downs Wealth Management Advisors, LP in Columbus, OH. He holds a Series 65 designation and has experience working with ClearCourse Wealth Advisors and Envisage Wealth prior to joining Schneider Downs. Tyler has been in the industry since 2020. Schneider Downs Wealth Management Advisors serves individuals, trustees, pension plans, charitable organizations, and employer-sponsored retirement plans, offering fee-based investment management, financial planning, and retirement plan consulting. The firm employs a process-driven approach with diversified portfolios and is affiliated with a regional accounting firm and related entities, managing approximately $2.9 billion in assets across 21 advisors.

Tax-loss harvesting Charitable giving tax strategies Retirement plans for business owners (SEP, solo 401k) Wealth management Private / alternative investments Founder/Business Owner Retired
user avatar

Michael P

Series 66

Columbus, OH

Schneider Downs Wealth Management Advisors, LP

Michael Prosuk is a financial advisor at Schneider Downs Wealth Management Advisors, LP in Columbus, OH, with three years of industry experience. He holds a Series 66 designation and has previously worked at LPL Enterprise, The Prudential Insurance Company of America, Pruco Securities LLC, Primerica Advisors, Primerica Financial Services, Upstart, and Nationwide Financial. Schneider Downs Wealth Management Advisors serves high-net-worth individuals, families, trustees, endowments, and sponsors of qualified retirement plans through fee-based investment management, financial planning, and retirement consulting. The firm uses a committee-driven investment process to build diversified portfolios and offers ERISA advisory services and tax-aware planning strategies.

Tax-loss harvesting Charitable giving tax strategies Retirement plans for business owners (SEP, solo 401k) Wealth management Private / alternative investments Founder/Business Owner Retired
user avatar

Evan B

CFP®, Series 63, Series 66

Columbus, OH

Schneider Downs Wealth Management Advisors, LP

Evan Biggs is a CFP® professional with 10 years of experience in the financial services industry. He has worked at Schneider Downs Wealth Management Advisors, LP since 2018 and previously held positions at The Huntington Investment Company, The Huntington National Bank, and Fidelity Brokerage Services LLC. He is based in Columbus, OH. Schneider Downs Wealth Management Advisors, LP serves individuals, trustees, pension plans, charitable organizations, and employer-sponsored retirement plans, offering fee-based investment management, financial planning, and retirement plan consulting. The firm employs a process focused on manager research, risk tolerance, and individualized portfolio construction, managing approximately $2.9 billion in assets across 21 advisors.

Tax-loss harvesting Charitable giving tax strategies Retirement plans for business owners (SEP, solo 401k) Wealth management Private / alternative investments Founder/Business Owner Retired
user avatar

Kelly M

Series 65

Columbus, OH

Schneider Downs Wealth Management Advisors, LP

Kelly Murphy is a financial advisor at Schneider Downs Wealth Management Advisors, LP with 19 years of industry experience. She holds a Series 65 designation and has worked at Schneider Downs Wealth Management Advisors since 2019, with prior experience at Everhart Advisors and Csa Financial Advisors, Ltd. Schneider Downs Wealth Management Advisors serves individuals, trustees, pension plans, charitable organizations, and employer-sponsored retirement plans, offering fee-based investment management, financial planning, and retirement plan services. The firm employs a process-driven approach to portfolio construction and oversight, managing approximately $2.9 billion in assets across 21 advisors.

Tax-loss harvesting Charitable giving tax strategies Retirement plans for business owners (SEP, solo 401k) Wealth management Private / alternative investments Founder/Business Owner Retired
user avatar

Kyle Z

Series 63, Series 65

Columbus, OH

Schneider Downs Wealth Management Advisors, LP

Kyle Zeller is a financial advisor at Schneider Downs Wealth Management Advisors, LP with 27 years of industry experience. He has worked at Schneider Downs since 2005 and was previously with SagePoint Financial, Inc. from 2009 to 2017. Schneider Downs Wealth Management Advisors serves individuals, trustees, pension plans, charitable organizations, and employer-sponsored retirement plans, offering fee-based investment management, financial planning, and retirement plan services. The firm employs a process-driven investment approach with diversified portfolios and provides access to private equity and tax-aware strategies.

Tax-loss harvesting Charitable giving tax strategies Retirement plans for business owners (SEP, solo 401k) Wealth management Private / alternative investments Founder/Business Owner Retired
View complete list of advisors at this office
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