Pittsburgh, PA logo

Pittsburgh, PA Office

Team
Updated today
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

Location

One Ppg Place, Suite 1700

Pittsburgh PA 15222

Advisors at this office

17

Advisors at this office

user avatar

Kaylin O

Series 65

Pittsburgh, PA

Schneider Downs Wealth Management Advisors, LP

Kaylin Olster is a financial advisor at Schneider Downs Wealth Management Advisors, LP with one year of industry experience. She holds the Series 65 designation and has previously worked at Corient, Odyssey Capital Advisors, and has an academic background from Temple University. Schneider Downs Wealth Management Advisors serves high-net-worth individuals, families, trustees, endowments, and qualified retirement plan sponsors and trustees. The firm employs a committee-driven investment process to manage diversified portfolios and offers both discretionary and non-discretionary management along with retirement plan consulting 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

Alissa G

CFP®, Series 66

Pittsburgh, PA

Schneider Downs Wealth Management Advisors, LP

Alissa Garcia is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Schneider Downs Wealth Management Advisors, LP since 2018. Her prior roles include positions at Oakmont Capital Management and Covenant Church of Pittsburgh. Outside of advising, she is involved in her family's coffee and floral shop and provides special needs respite care through a local program. Schneider Downs Wealth Management Advisors serves individuals, trustees, pension plans, charitable organizations, and employer-sponsored retirement plans, offering services such as fee-based investment management, financial planning, and retirement plan consulting. The firm uses a process-driven approach incorporating manager research, risk tolerance reviews, and diversified portfolio construction, and it is affiliated with a regional accounting firm and related entities.

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

Jason S

CFA®, Series 66

Pittsburgh, PA

Schneider Downs Wealth Management Advisors, LP

Jason Staley is a CFA® credentialed financial advisor with 18 years of industry experience. He has been with Schneider Downs Wealth Management Advisors, LP since 2016. Staley serves as a board member of the Mercyhurst University Alumni Board in Erie, PA. Schneider Downs Wealth Management Advisors serves high-net-worth individuals, families, trustees, endowments, and retirement plan sponsors. The firm offers fee-based investment management, financial planning, and retirement consulting through a committee-driven process, managing over $3.3 billion with a team of 22 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

Montana N

Series 66

Pittsburgh, PA

Schneider Downs Wealth Management Advisors, LP

Montana Nietert is a financial advisor at Schneider Downs Wealth Management Advisors, LP with one year of industry experience. He holds the Series 66 designation and previously worked at LPL Enterprise, LLC, The Prudential Insurance Company of America, and Pruco Securities LLC. Outside of his advisory role, he is a private investor in the manufacturing sector. 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 incorporating diversified portfolios and tax-aware strategies, and manages 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

Derek E

CFP®, CFA®

Pittsburgh, PA

Schneider Downs Wealth Management Advisors, LP

Derek Eichelberger is a CFP® and CFA® with 22 years of industry experience, currently serving as Managing Partner and Director of Investment Strategy at Schneider Downs Wealth Management Advisors, LP. He has been with Schneider Downs since 2015 in various roles. Schneider Downs Wealth Management Advisors serves high-net-worth individuals, trustees, pension plans, charitable organizations, and employer-sponsored retirement plans through a process that emphasizes manager research, risk tolerance, and individualized portfolio construction. The firm manages approximately $2.9 billion in assets and offers both discretionary and non-discretionary services, integrating tax-aware strategies and access to private equity investments.

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

Patrick K

Series 65

Pittsburgh, PA

Schneider Downs Wealth Management Advisors, LP

Patrick Kovach is a financial advisor at Schneider Downs Wealth Management Advisors, LP in Pittsburgh, PA. He holds a Series 65 credential and has one year of experience in the industry. Prior to joining Schneider Downs in 2026, he worked at Hapanowicz Financial for one year and was not employed in the financial sector from 2016 to 2025. Schneider Downs Wealth Management Advisors serves high-net-worth individuals, families, trustees, endowments, and qualified retirement plans. The firm offers fee-based investment management, financial planning, and retirement plan consulting through a committee-driven process that utilizes diversified portfolios including mutual funds, ETFs, bonds, and private equity when appropriate.

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

Demetrius K

CFP®, Series 66

Pittsburgh, PA

Schneider Downs Wealth Management Advisors, LP

Demetrius Kokales is a CFP® and Series 66-licensed financial advisor with six years of industry experience. He is currently with Schneider Downs Wealth Management Advisors, LP, where he has worked since 2021. His prior experience includes roles at Fort Pitt Capital Group LLC and PNC Investments. Kokales serves as a board member of the Society of Financial Service Professionals’ Pittsburgh Chapter. Schneider Downs Wealth Management Advisors serves high-net-worth individuals, families, trustees, endowments, and qualified retirement plan sponsors. The firm offers fee-based investment management and planning services, employing a committee-driven investment process and providing both discretionary and non-discretionary management across a range of asset types.

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 D

CFA®, Series 63

Pittsburgh, PA

Schneider Downs Wealth Management Advisors, LP

Michael Divens is a CFA® charterholder based in Pittsburgh, PA, with nine years of experience in the financial industry. He currently works at Schneider Downs Wealth Management Advisors, LP, where he has been since 2022. His prior experience includes roles at Private Wealth Advisors, Inc., LPL Financial, and Hapanowicz & Associates Wealth Management. Schneider Downs Wealth Management Advisors serves high-net-worth individuals, families, trustees, endowments, and qualified retirement plan sponsors and trustees. The firm offers fee-based investment management, financial planning, and retirement plan consulting through a committee-driven investment process that includes diversified portfolios 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

Daniel N

CFP®, Series 66

Pittsburgh, PA

Schneider Downs Wealth Management Advisors, LP

Daniel Napierkowski is a CFP® with 21 years of industry experience, currently serving at Schneider Downs Wealth Management Advisors, LP since 2005. He holds the Series 66 designation and is based in Pittsburgh, PA. Schneider Downs Wealth Management Advisors serves high-net-worth individuals, families, trustees, endowments, and sponsors of qualified retirement plans, providing fee-based investment management and financial planning through both discretionary and non-discretionary approaches. The firm employs a committee-driven investment process and offers specialized retirement plan consulting 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

Tyler B

CFP®, Series 66

Pittsburgh, PA

Schneider Downs Wealth Management Advisors, LP

Tyler Brose is a CFP® and Series 66-registered advisor with Schneider Downs Wealth Management Advisors, LP in Pittsburgh, PA, where he has worked since 2019. He has nine years of industry experience, including three years at Hefren Tillotson prior to joining his current firm. Schneider Downs Wealth Management Advisors serves individuals, trustees, pension plans, charitable organizations, and employer-sponsored retirement plans, offering services such as fee-based investment management, financial planning, and retirement plan consulting. The firm manages approximately $2.9 billion in assets across 21 advisors and employs a process focused on manager research, risk tolerance review, and diversified portfolio construction, with 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
user avatar

Miles G

CFP®, Series 66, Series 65

Pittsburgh, PA

Schneider Downs Wealth Management Advisors, LP

Miles Gibson is a CFP®-certified financial advisor with Schneider Downs Wealth Management Advisors, LP in Pittsburgh, PA, and has four years of industry experience. Prior to joining the firm, he served three years in the United States Marine Corps and has held roles within Schneider Downs and its affiliated entities. Schneider Downs Wealth Management Advisors serves high-net-worth individuals, families, trustees, endowments, and qualified retirement plan sponsors, providing fee-based investment management, financial planning, and retirement plan consulting through a committee-driven process and diversified portfolio construction.

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

Megan M

CFP®, Series 65

Pittsburgh, PA

Schneider Downs Wealth Management Advisors, LP

Megan Muller is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Schneider Downs Wealth Management Advisors, LP with two years of industry experience. Her prior roles include positions at Three Cord True Wealth Management and Blue Sky Closing Services, among others. She is based in Pittsburgh, PA. 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-driven approach to portfolio construction and oversight, incorporating diversified investments and tax-aware strategies, and manages 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

David B

CFP®, CFA®, Series 63

Pittsburgh, PA

Schneider Downs Wealth Management Advisors, LP

David Brinkman is a CFP® and CFA® with 13 years of industry experience. He has been with Schneider Downs Wealth Management Advisors, LP since 2016. Schneider Downs Wealth Management Advisors serves high-net-worth individuals, families, trustees, and qualified retirement plan sponsors and trustees. The firm employs a committee-driven investment process to build diversified portfolios and provides both discretionary and non-discretionary management, along with retirement plan consulting 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

Gregg D

Series 66

Pittsburgh, PA

Schneider Downs Wealth Management Advisors, LP

Gregg Daily is a financial advisor at Schneider Downs Wealth Management Advisors, LP with 23 years of industry experience. He holds a Series 66 designation and has worked previously at Fragasso Financial Advisors and PNC Bank NA. Schneider Downs Wealth Management Advisors serves individuals, trustees, pension plans, charitable organizations, and employer-sponsored retirement plans, offering services such as fee-based investment management, financial planning, and retirement plan consulting. The firm combines manager research and risk-tolerance reviews to construct diversified portfolios and manages 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 B

Series 63, Series 65

Pittsburgh, PA

Schneider Downs Wealth Management Advisors, LP

Michael Bucci is a financial advisor at Schneider Downs Wealth Management Advisors, LP in Pittsburgh, PA, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has been with Schneider Downs Wealth Management Advisors since 2009. 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 by manager research 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
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

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.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")