Who We Are

We are a proven team of Financial Planning professionals who three generations of clients and businesses have turned to for guidance. We are, and have always been, an independently-managed firm – our allegiance is only to our clients and their financial wellbeing. We are the partners you have been looking for to help you successfully navigate your financial journey.

Where We Came From

Over 60 Years ago Julian Schwartz started this Practice and was a Founding Member of the International Association of Financial Planners, the precursor to the current Financial Planning Association. He laid the groundwork of principles on which we continue to operate – integrity, professionalism, and client commitment.

Why We’re Different

When you partner with Schwartz Financial, you are so much more than a client; your journey becomes part of ours. We measure our success on helping you pursue your financial goals. We believe in transparency and offer you independent financial guidance coupled with technology driven solutions.

Young Professionals & Recent Grads

Retiring Individuals

Working Families

Widows & Divorcees

Small Business Owners

Young Professionals & Recent Grads

If you are a Young Professional or a Recent Graduate, chances are you have started thinking about paying off your student loans, getting a mortgage to buy a home, saving for your future or just trying to figure out how all these puzzle pieces fit together. It’s easy to get lost in the details. That’s where we come in. You need a Financial Advisor who has the information required to get you started toward these goals - and one who “speaks your language”. We have the right combination of fresh ideas and technological savvy – along with 60 years of experience as trusted advisors – to provide you with the Plan you need to go forward!