Schwarz Dygos Wheeler IA
At Schwarz Dygos Wheeler, we have taken great care to ensure you have a tremendous amount of experience and expertise working for you. With a minimum of over 15 years of experience in financial services and industry-leading credentials, our advisors deliver top-tier advice on all of your financial needs.
Since our founding in 2008, a major goal has been to continuously improve the service our clients receive. Whether through cutting edge performance reporting or the latest financial planning software, we are constantly finding ways to improve. In addition, we are among relatively few financial firms that have access to Dimensional (or DFA) Funds; investments that draw on the research of Nobel Prize winning economists.
We believe that the best advice is completely aligned with your objectives - without any conflicts of interest. Our services are best suited for those with $1 million or more to invest.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.