A complete list of active advisors currently associated with Schwallier Wealth Management

Warmer can help you find a great advisor at Schwallier Wealth Management or one who fits your needs even better.

Schwallier Wealth Management provides financial planning, portfolio management, and institutional retirement advisory services to individuals (including high‑net‑worth clients) and plan sponsors, and also offers employee education and participant account management for defined‑contribution plans. Clients may engage on a fixed‑fee planning basis, hourly projects, or through asset‑management agreements, and the firm generally screens household relationships before accepting new accounts. The firm applies individualized asset‑allocation frameworks and uses a combination of fundamental, technical, and tactical analysis, typically implementing strategies with exchange‑traded funds and model tools such as Riskalyze to match portfolios to client risk profiles. It offers both discretionary and non‑discretionary management, conducts scheduled ongoing reviews, and provides quarterly reporting through custodians. Schwallier is notable among peers for operating a wrap‑fee program through LPL, a relatively uncommon arrangement for firms in its category, and for using a third‑party platform to manage held‑away participant accounts while avoiding direct custody of login credentials. The brochure discloses potential conflicts tied to LPL transition assistance and access to Riskalyze linked to certain fund commitments, and it describes policies and client disclosures intended to address those conflicts.

To learn more about the advisors currently working at Schwallier Wealth Management, 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.