Andrew Schmitt

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

  • How to Look at Market Valuations

    Our Outlook

    What is a “Fair” Price for Stock Before you buy or invest in stock, you’ll want to answer the question: Are stocks valued appropriately for the current level of economic activity or expected level of activity over the next twelve months? You can think about stock valuations a little like you might think about a […]

  • Is 2021 Back to Normal Yet?

    Our Outlook

    (Re) Open For Business Here we are halfway through 2021. Restaurants and business throughout the nation are re-opening. How is this return to normal playing out in the economy and stock and bond markets? As of June 30th, according to S&P Dow Jones Indices, the S&P 500 index of US stocks is up 15.2% year-to-date (YTD). […]