Built on the success of one of the largest, regional certified public accounting and advisory firms in the United States, Schneider Downs Wealth Management Advisors has developed a practice known for both client service and investment expertise. Comprised of two specialized groups of professionals providing personal investment management and financial planning, and qualified retirement plan services, Wealth Management Advisors also draws upon the more than 50 years of experience of our parent company, Schneider Downs & Co.
The integrity that’s inherent in a certified public accounting firm has served to guide Wealth Management Advisors and has influenced our business practices and philosophies. Through steady growth, maintaining and fostering existing client relationships, and developing new ones, Schneider Downs now boasts more than 300 professionals across two offices.
Since becoming a Registered Investment Advisor, Schneider Downs Wealth Management Advisors has achieved a reputation for providing institution-level investment advice to our clients.
