A complete list of active advisors currently associated with Steel Toe Wealth

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

Steel Toe Wealth provides fee-only financial planning and discretionary investment management to individuals, high-net-worth clients, and businesses, with a clear emphasis on business-owner needs. Services include comprehensive financial planning, project-based engagements for business exits and succession, ongoing portfolio management for individual owners, and Fractional CFO services for operating businesses. The firm’s investment approach combines asset-allocation principles rooted in Modern Portfolio Theory with both passive and active strategies, and it evaluates securities using fundamental, technical, and cyclical analysis to craft client-specific portfolios. Clients work with the firm through defined packages that begin with a multi-month planning and implementation phase and may transition to ongoing maintenance and operational financial support for businesses. Compared with peers, Steel Toe Wealth uses a mix of billing arrangements that include flat project fees, fixed monthly fees, and hourly billing for certain engagements—a mix that is less common for firms in this category. The firm offers business-focused planning and Fractional CFO services alongside individual portfolio management and does not serve as a private-fund adviser.

To learn more about the advisors currently working at Steel Toe Wealth, 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.

Name	Location	Years of experience
Nicholas Schumacher	Okemos, MI	0

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