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

232

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 March 31, 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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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. ...

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

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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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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The Russia/Ukraine Conflict: What Happened and What it Means for Investors

Learn how the Russia/Ukraine conflict may impact the economy and investors.

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The Russia/Ukraine Conflict: What Happened and What it Means for Investors

Learn how the Russia/Ukraine conflict may impact the economy and investors.

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Happier With An Advisor

Learn why working with financial advisors can lead to higher levels of happiness.

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Happier With An Advisor

Learn why working with financial advisors can lead to higher levels of happiness.

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