A complete list of active advisors currently associated with Schreiner Financial Solutions

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

Schreiner Financial Solutions provides fee-only, hourly financial planning and investment consultation primarily to individuals and families, and also offers tax preparation services through its principal’s Enrolled Agent credential. The firm’s services cover comprehensive planning topics — including business planning, employee benefits, retirement and estate planning (with explicit consideration of guardianship for pets) — and it offers educational presentations and workshops to schools, libraries, public and private organizations. The adviser follows a long-term, buy-and-hold, passive investment philosophy rooted in Modern Portfolio Theory, favoring diversified asset allocation, low-cost index funds, and periodic rebalancing. Schreiner Financial Solutions generally provides investment recommendations and planning on an as-needed basis rather than ongoing discretionary portfolio management, and it does not custody client assets or charge percentage-of-assets fees. Distinctive features in the brochure include the combination of fee-only financial planning with standalone tax preparation (and seasonal tax work with a national tax-preparer), explicit business-client consulting and employee-benefits analysis, and a practice emphasis on public workshops and customized presentations. The firm’s small, solo-practitioner structure coupled with these organization-facing services and a pet-focused estate-planning niche sets its service mix apart from many peers.

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