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Schwallier Wealth Management LLC
Ada, MI

Adam Schwallier

CFP®, CMFC®
Fee-Only, Fiduciary, Real Guidance Toward Financial Peace
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Meet Adam

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Introduction to SWM - Adam Schwallier
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What is a Fee-Only Advisor? – Adam Schwallier
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SWM Process - Adam Schwallier
Video Transcripts

With more than 20 years of experience in the financial services industry, I have been helping to improve clients' long-term financial success and change lives for over 10 years. I offer guidance in the form of financial planning, on-going investment advice and management, and insight on all things affecting life and finances. My goal is that clients are better off for having chosen me, specifically, and I strive to become…

With more than 20 years of experience in the financial services industry, I have been helping to improve clients' long-term financial success and change lives for over 10 years. I offer guidance in the form of financial planning, on-going investment advice and management, and insight on all things affecting life and finances. My goal is that clients are better off for having chosen me, specifically, and I strive to become an indispensable resource in helping clients attain financial peace.

I have previously served as an actuarial consultant and institutional pension product manager at Lincoln Financial Group, a financial advisor at Morgan Stanley, and a fee-only investment advisor at Schwallier Wealth Management LLC.

I reside in Tallmadge Township with my wife, Val, and my three children. I enjoy spending time and playing cards and board games with my large extended family, playing basketball as long as my body allows, and practicing yoga.

Additional Information

· Investment Committee Chair, Holy Spirit Education Foundation

· Chartered Financial Analyst (CFA®) candidate

· University of Michigan Club of Grand Rapids

· West Michigan Estate Planning Council


Services offered

Investment Management
Financial Planning
Investment Consulting
Asset Allocation
Retirement Planning
Tax Planning
Estate Planning
Insurance Management

Experience with

Small business owners
Medical professionals
Finance professionals
Legal professionals
Business executives
Entrepreneurs
Families

Fee structure

Based on % of assets
Hourly

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™
CMFC® - Chartered Mutual Fund Counselor℠

Memberships

NAPFA - National Association of Personal Financial Advisors
FPA - Financial Planning Association
CFA Institute - Chartered Financial Analyst Institute

Education

Bachelors - University of Michigan-Ann Arbor
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