Our Mission

A rock sitting in the middle of sand.


Our Mission is to help clients achieve the retirement future of their dreams.

By understanding and mapping client goals, needs and dreams we seek to deliver prudent advice and help manage client resources to protect and build their wealth.


Are You On Track for Retirement?

Two books about retirement planning and wealth advisors.

Get the Report: 7 Essential Steps to Make Your Retirement Decisions Easy
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Are You On Track for Retirement?

7 Essential Steps to Make Your Retirement Decisions Easy

Get the Report: 7 Essential Steps to Make Your Retirement Decisions Easy
Sign up for our Retirement Readiness newsletter

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Latest Insights

  • Market News: Fall 2023

    Our Outlook

    Summer’s End Observations on the Market and the Economy According to the Old Farmer’s Almanac, the Autumnal Equinox in the Northern hemisphere was Saturday, September 23, 2023. The beginning of autumn, of course, marks the end of summer. Schools everywhere are back in session, and most summer activities are over or drawing to an end. […]

  • Find a Financial Planner You Can Get to Know

    Our Outlook

    Looking Back to Look Ahead: Celebrating Schmitt Wealth Advisers’ 8th Year Have you been introduced to Schmitt Wealth Advisers? We believe it’s important to find a financial planner you connect with. On August 4th of 2023, we celebrated our 8th anniversary as an independent, family-owned Registered Investment Adviser company. Find a Financial Planner: Managing Member […]

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(513) 813-1580

Financial Planning

Imagination. Vision. Resolve. Purposeful Planning.

Investment Management

Organize. Plan. Protect. Build.