Schwallier Wealth Management

At Schwallier Wealth Management, we believe that financial planning should be a personalized and transparent process. Our team of experienced professionals is dedicated to providing fee-only financial planning and investment management services to individuals, families, and businesses. We take pride in being independent, which means we don't have any ties to brokerage firms, banks, or insurance companies. This allows us to provide unbiased advice and guidance that is always in your best interests.

Our Story

Our founder, Adam Schwallier, has been in the financial services industry for many years. He worked for a full-service brokerage firm, but became disillusioned with the "factory-like" approach to financial planning. He realized that many firms prioritize sales over service, and that advisors often have conflicts of interest due to commissions earned on products sold. Adam decided to leave that firm and start his own business, Schwallier Wealth Management, where he could focus on providing personalized, fee-only financial planning and investment management services.

Our Philosophy

We believe that financial planning should be a collaborative process between you and your advisor. We take the time to understand your goals, values, and objectives, and develop a personalized plan that aligns with your vision. We are fiduciaries, which means we are legally bound to act in your best interests. We don't earn commissions on products sold, and we don't have any ties to third-party companies. This allows us to provide unbiased advice and guidance that is always in your best interests.

Our Services

We offer a range of services, including investment management, financial planning, and wealth management. Our investment management services are designed to help you grow and preserve your wealth over time. Our financial planning services help you develop a comprehensive plan that addresses your financial goals and objectives. Our wealth management services provide a holistic approach to managing your financial affairs.

Why Choose Us

We are an independent, fee-only financial planning and investment management firm. This means we don't have any ties to brokerage firms, banks, or insurance companies. We are fiduciaries, which means we are legally bound to act in your best interests. We provide personalized, unbiased advice and guidance that is always in your best interests. We are dedicated to helping you achieve your financial goals and objectives.