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

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

Schumacher Financial provides ongoing portfolio management and standalone financial planning to individual and high‑net‑worth clients, offering services without a stated account minimum and serving roughly 80 client relationships with about $28 million in assets. The firm prepares an Investment Policy Statement for each client and offers both discretionary and non‑discretionary management as well as one‑time financial planning engagements. The adviser uses a mix of analytical approaches — including cyclical, fundamental, quantitative, technical analysis, and modern portfolio theory — and implements long‑term trading alongside options strategies (covered, uncovered, spreads) when appropriate. The brochure describes use of option overlays (for example, LEAPS on an equity ETF) to alter downside exposure while preserving upside characteristics, and accounts are reviewed at least monthly. Noteworthy operational features include the firm’s requirement that clients use a specified broker‑dealer/custodian and the disclosure that the adviser may receive research or other soft‑dollar benefits from custodians, which can affect broker selection. The firm does not participate in wrap fee programs or accept performance‑based fees, and financial planning engagements are generally delivered as a one‑time plan unless additional services are requested.

To learn more about the advisors currently working at Schumacher 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.