About

Open the door to your financial future.

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

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 schedules and prepares client review appointments and manages the Schmitt Wealth Adviser’s bookkeeping. She earned a Bachelor of Science in Business Administration from University of Dayton where she majored in Accounting. Barbara and her husband have six children and live in Cincinnati.