Andrew Schmitt
Call us now! (513) 813-1580
Managing Member, Adviser
Andy, originally from Fairport, New York, earned a Bachelor of Science in Business Administration with a major in Finance from University of Dayton.
Post graduation he worked with the Chief Economist at a leading yellow pages company and in the finance department at a regional computer networking company.
In 1992 he and his family moved to Cincinnati to join a large national broker-dealer and start his career in personal finance. After fifteen years at the national firm, and seeking a more personal culture for his clients, Andy moved to a regional broker-dealer to continue for another eight years before founding Schmitt Wealth Advisers, LLC.
Over the past 28 years, Andy has specialized in financial planning and portfolio management (wealth management) for individuals and families. His focus on serving individuals and families is a key inspiration for establishing a Registered Investment Adviser (RIA) for current and future clients (see link to; The Benefits of Working with a Registered Investment Advisor).
Andy and his wife and their children live in Cincinnati. In his spare time he enjoys golf, tennis, music, and travel.
Recent Posts by Andrew Schmitt
Portfolio Management: Separate Yourself from the Herd
Our Outlook
Investing in the Decade’s ‘Hot Stocks’ May Leave You Out in the Cold Trends in portfolio management are nothing new. As fiduciaries, it’s Schmitt Wealth Advisers’ role to look beyond the trends and advise with experience and wisdom. We recently mentioned two common pitfalls when investing in stocks. Today, we’re exploring the risks of following […]
2024 Quick Reference Guide: Our Suggested Resources
Our Outlook
8 Respected Perspectives to Help Prepare for the New Year You can start planning for 2024 today. And Schmitt Wealth Advisers is here to help. We’re constantly reading and analyzing market news, forecasts and predictions. This resource guide represents the most important articles we’ve found for insights into next year. Have a look at what […]
Important ‘Required Minimum Distribution’ Changes for 2024
Our Outlook
What Retirement Plan Owners Need to Know About RMDs Going into the New Year The “Required Minimum Distribution” (RMD) for a retirement account are the rules that the IRS sets for how much a plan owner needs to withdraw in a given year. These rules are updated from time-to-time, and here are some important changes […]
Are You On Track for Retirement?
