261 Old York Road
We strive to be a firm who operates with integrity and excellence as we serve our clients. We deliver high-touch, relational service tailored to individual needs. With our guidance and coaching, our clients can live a life based on their core values as they pursue financial security. Our only priority is what is best for you and your family.
Wealth Management Advisor
Owner & Wealth Management Advisor
Office Operations Manager
Wealth Management Coordinator
At Schmerling Financial Group, a relationship with you is our most important priority. The comprehensive, tax-smart advice we provide is born from an understanding of your unique circumstances, needs and long-term goals, and is delivered with a goal of helping you plan and prepare for a life full of purpose.
We work with a number of partners behind the scenes to provide industry-leading account security, technology solutions and expanded product selection to effectively implement your financial plan. You will likely see their names on paperwork from time to time, so we want to help you better understand these relationships.
Avantax Wealth Management®, the financial services firm that is one of the pioneers of tax-smart investing, is our chosen partner to support our comprehensive financial planning services. They complement our knowledge with the additional technology, research and wealth management insights to help us identify opportunities to meet your financial goals.
WHAT IS A BROKER-DEALER? Financial Professionals like us affiliate with a broker-dealer to get the support we need to help you as you pursue your financial goals. Avantax helps us:
Buy and sell securities for our clients
Maintain and monitor your accounts
Evolve our technology offering
Comply with regulatory bodies
WHAT INDEPENDENCE MEANS FOR OUR FIRMS & OUR CLIENTS
The Avantax independent business model gives us the freedom to recommend better financial choices for our clients without the pressure of selling proprietary products. They work with multiple industry partners who offer a wealth of investment products so we can recommend the most appropriate solutions for your unique financial situation.