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It’s Your Journey.

We Guide You Through.

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

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 meet 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


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