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

230

Retirement Plans Managed

101

Assets Under Management

$2,471,843,350

States Where We Serve Clients

29

Statistical data regarding number of high net worth clients served, retirement plans managed, and states where we serve clients is as of June 30, 2022. The approximate assets under management figure presented above is as of December 31, 2021, and is inclusive of discretionary and non-discretionary assets managed by SDWMA Personal Financial Services and SD Retirement Solutions.

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2022 Down Markets: Costly Investor Mistake and The Powerful Growth Opportunity

Learn about the costly impact emotional selling can have on retirement accounts and the upside of "buying the dip". ...

2022 Down Markets: Costly Investor Mistake and The Powerful Growth Opportunity

Versus Capital Real Assets Update: SDWMA Tours Timberland

Better understand the benefits of owning real assets in a wealth management portfolio as it pertains to asset allocation within your portfolio.

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Achieve Financial Freedom with the Help of Basic Financial Ratios

Learn how you can achieve Financial Freedom and what basic financial ratios you can use to create building blocks for creating a successful financial plan.

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Achieve Financial Freedom with the Help of Basic Financial Ratios

Learn how you can achieve Financial Freedom and what basic financial ratios you can use to create building blocks for creating a successful financial plan.

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The Pros and Cons of I-Bonds

Weigh the benefits and drawbacks of I-Bonds for your investment strategy.

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401(k) Plan Strategies: Options for Addressing Failed ADP Tests

Learn about the different options available to 401(k) plans to address failed ADP tests.

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401(k) Plan Strategies: Options for Addressing Failed ADP Tests

Learn about the different options available to 401(k) plans to address failed ADP tests.

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SDWMA Named One of the Nation’s Top DC Advisor Teams in 2021 by NAPA

Learn about Schneider Downs Wealth Management Advisors, LP being named as one of the Nation’s Top DC Advisor Teams in 2021 by the National Association of Plan Advisors for the second consecutive year.

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DOL Releases Cautionary Guidance on Crypto in Retirement Plans

Learn more about the Department of Labor's recent cautionary guidance on adding cryptocurrency to a 401(k) plan's investment menu for plan participants.

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