A Career You’re Proud Of and a Lifetime of Reward

P&G employees looking for tailored financial advice and retirement planning benefit most from a team of advisors with specialized knowledge and years of experience regarding your benefits.

 

Schmitt Wealth Advisers is that team. Together, we have advised Procter & Gamble employees and former employees on Retirement Planning, LTIP & STAR award decisions, and 401k SIP and PST & ESOP investment and distribution decisions, and more, for close to three decades.

 

Our professionals deliver investment management and specialized planning solutions. We help clients; create and live holistic financial plans, manage money, identify risks and develop solutions to mitigate risks, use tax efficient strategies and make strategic decisions to reduce taxes, and we’ll work side-by-side with your attorney when creating estate plans.

 

We want to help make your financial life more simple, more organized, more understandable, and ultimately, help you develop more of a sense of financial security.

 

By doing our job right, you can spend your time & energy living your life and enjoying more of the activities you may not have had as much time to do while working.

 

Whether your retirement pursuits include; travel, spending more time with children or grandchildren, developing specialized hobbies or skills, sports, crafts, writing, or simply more time relaxing – we stand at the ready!

 

Current P&G employees looking for tailored retirement planning benefit most from a team of advisors with knowledge and experience of the company. Schmitt Wealth Advisers is that team. Our specialists combine to offer a broad offering of financial planning, risk management, tax management, and estate planning. We’re here to help develop an integrated plan and effectively utilize the financial resources available to you to create the retirement you’ve visioned.

Financial Insight in a Flash

Watch an Adviser talk you through the ins and outs of your P&G Profit Sharing Trust.

Well-Versed in P&G Prose?

Test your knowledge with our Financial IQ questionnaire. Learn how well versed you are regarding financial planning, asset management, and decision-making nuances within and your P&G benefits including; the PST & ESOP Plan, 401K Savings Plan, STAR & LTIP awards, and more…

Procter & Gamble Financial Reports

Highlights and commentaries on Procter & Gamble quarterly reports and important news.

Insight Blog: Financial Fundamentals

Regular content created with P&G employees and retirees in mind. Schmitt Wealth Advisers covers topics about the company, the household products industry, retirement planning and investing.

Know the Terms: Financial Terms Glossary

The world of financial terms can be a confusing one to navigate. In this blog, you’ll find a list of commonly used financial industry terms. At Schmitt Wealth Advisers, we don’t expect you to know all of these. Let us help you get the most out of your investments so you can focus on what matters to you most.

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Meet Your Team

Andrew

Andrew Schmitt

Managing Member, Adviser

Andy has developed a specialty in financial planning and asset management for individuals and families. In 1992 he started his career in personal finance, and after 15 years at a multi-national broker-dealer, he moved to a regional broker-dealer for another 8 years. He founded Schmitt Wealth Advisers, LLC in 2015 to deliver a more personalized focus on individuals and families.

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Peter

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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