A complete list of active advisors currently associated with Schreier Financial, LLC

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

Schreier Financial, LLC provides financial planning, portfolio management for individuals, pension consulting for businesses, and IRA rollover/setup services for individuals, families, small businesses, trusts, and retirement plans. As of March 27, 2026 the firm reported $658,155 in assets under management across five accounts, and it manages client assets on a non‑discretionary basis. The firm’s investment work emphasizes strategic long‑term asset allocation, using a mix of passively managed index/ETF exposures and actively managed mutual funds, dividend stocks and individual bonds, with quarterly monitoring and annual reviews or rebalancing as appropriate. Engagements are tailored to client needs and may be billed as asset‑based fees, fixed annual fees, or hourly planning fees; Schreier Financial also provides pension plan education, enrollment meetings, and ongoing plan monitoring for employer clients. Notable distinctions include the owner’s outside affiliations and time allocation: the sole owner is a 60% owner of an employee benefits and insurance firm (reportedly spending the majority of his time there) and maintains a small CPA practice, relationships the brochure discloses as potential conflicts when insurance or accounting services are recommended. It is also atypical among peers for a small AUM manager to combine primarily non‑discretionary asset management with active pension consulting and the use of hourly planning arrangements; the firm documents disclosures and client choice procedures to address these conflicts.

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