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 serves individual and high‑net‑worth clients as well as retirement plan sponsors, providing portfolio management, financial planning, institutional retirement advisory, participant account management and employee education. The firm operates as a fee‑only registered investment adviser and generally offers tailored services that emphasize ongoing planning and portfolio oversight. The firm’s investment work is built around individualized asset‑allocation and a mix of fundamental, technical and tactical approaches, with a primary use of exchange‑traded funds and both discretionary and non‑discretionary engagements. For held‑away participant accounts it uses a third‑party platform to implement discretionary rebalancing while avoiding direct custody, and it conducts periodic reviews and scheduled communications for ongoing planning clients. Compared with peers, Schwallier is notable for sponsoring a wrap fee program through LPL—a relatively uncommon arrangement among similar firms—and for its operational relationships that include transition assistance from LPL and access to Riskalyze tied to Invesco fund commitments; the brochure discloses these arrangements as potential conflicts and describes steps taken to mitigate them. The firm also provides a written fiduciary acknowledgment for retirement account advice and emphasizes retirement plan benchmarking, vendor searches and participant education as part of its institutional offering.

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.