Big Thinking. Personal Focus.

Why Schneider Downs Wealth Management Advisors?

Schneider Downs Wealth Management has been providing investment and retirement services since 2000. Although our service platforms continue to evolve, the commitment to our clients remains our first priority.

High Net Worth Clients Served


Retirement Plans Managed


Assets Under Management


States Where We Serve Clients


Statistical data regarding number of high net worth clients served, retirement plans managed, and states where we serve clients is as of June 30, 2021. The approximate assets under management figure presented above is as of December 31, 2020, and is inclusive of discretionary and non-discretionary assets managed by SDWMA Personal Financial Services and SD Retirement Solutions.

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Given the Proposed Changes in President Joe Biden’s Tax Plan, Could A Non-Qualified Annuity Make Sense?

Better understand Non-Qualified Annuities including the associated costs and how proposed tax law changes affect annuities. ...

Given the Proposed Changes in President Joe Biden’s Tax Plan, Could A Non-Qualified Annuity Make Sense?

Education About Student Loans

Learn more about the expanding liability of Student Loans and the options available including, interest rates and terms.

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Financial Boot Camp Series: To Refi or Not to Refi, That Has Been the Question

Learn more about the Home Refinancing Process and what key factors play into if it is a lucrative idea in today's market.

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SDWMA Named as one of the Nation's Top DC Advisor Teams in 2020 by NAPA

Schneider Downs Wealth Management Advisors, LP (SDWMA) has been named as one of the Nation’s Top DC Advisor Teams in 2020 by the National Association of Plan Advisors (NAPA).

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Financial Boot Camp Series: Why You Need to Ensure That Your Property is Properly Insured

Learn more about the basics of property and casualty insurance and why it's important to make sure you are properly insured.

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Coronavirus Related Distributions – What Now?

Learn more about the COVID-19 related distributions implemented under the CARES Act. - Wealth Management Services.

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Bitcoin, Bitcoin, Read All About It

Learn more about bitcoin, what it is and why everyone is excited about it.

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DOL Announces Final Proxy Voting Rule

Learn about the Department of Labor's final regulations on fiduciary duties relating to proxy voting.

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Financial Boot Camp Series: Is Life Insurance A Savings Vehicle?

In our January article, we covered life insurance basics. This month, we probe further into permanent life insurance policies and the commonly asked question,

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contact us

Map of Pittsburgh Office

One PPG Place, Suite 1700
Pittsburgh, PA 15222
p:412.697.5200     f:412.261.4876

Map of Columbus Office

65 East State Street, Suite 2000
Columbus, OH 43215
p:614.621.4060     f:614.621.4062

Map of Columbus Office
Washington, D.C.

1660 International Drive
McLean, VA 22102
p:412.697.5200     f:412.261.4876