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Stephen Dygos (CFP®, CPWA®)

Stephen Dygos focuses in the
following client markets or areas of practice:

  • Corporate Executives
  • Entrepreneurs
  • High Net Worth Client Needs
  • Medical Professionals
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties

Stephen Dygos is a Certified Financial Planner™ professional, a Certified Private Wealth Advisor® and a founding principal of SCHWARZ DYGOS WHEELER Investment Advisors. With more than 16 years of industry experience, Stephen has been featured with a variety of media outlets seeking his expertise on markets and investing.

Meeting with Stephen, you'll quickly realize that his team-based approach is aligned with his clients' best interests.  This consultative approach allows clients to see the facts and to fully understand how and why recommendations are being made. 

The team's investment philosophy is rooted in evidence-based financial science. Stephen and his team take an academic approach to portfolio management and eschew predictive methodologies that may add risk without substantive evidence of consistent additional return.  This evidence-based approach includes the use of Dimensional or DFA funds, index funds, and other low-cost investments.  

If you would like to discuss having a complimentary meeting to learn more about us, please contact Stephen directly at dygos@sdwia.com or 612.355.4364. 

Additional Information

Outside of the office, Stephen and his wife Linda have 3 young children  He is a violinist and also enjoys cooking.

NAPFA Start Date

February 19, 2013

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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.
Visit Website Download vCard
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.

This Office

50 S 6th St Ste 1405 Minneapolis, MN 55402-1536 Phone: (612) 355-4364 Fax: (612) 355-4361
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