Our Story

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Open the door to your financial future.

We’d like to get to know you. Outstanding advice and service starts with a relationship.

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Andrew Schmitt

Managing Member, Adviser

Andy’s focus on serving individuals and families is a key inspiration for establishing a Registered Investment Adviser (RIA) for current and future clients.

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Peter Schmitt, CFP®

Financial Planner, Adviser

Peter is A CERTIFIED FINANCIAL PLANNER professional and earned a Bachelor of Business Administration from the Carl H. Lindner School of Business at the University of Cincinnati where he majored in Finance. Peter is a Cincinnati native and attended Archbishop McNicholas High School.

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Barbara Schmitt

Administrative Associate

Barbara earned a Bachelor of Science in Business Administration from University of Dayton where she majored in Accounting. She manages client review appointments and handles the firm’s bookkeeping among other administrative duties. Barbara and Andy and their children live in Cincinnati.

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