Our Team

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.