- Investment Management
- Retirement Planning
- Estate Planning
- Fee-Only Financial Planning
- Financial Review
- Hourly Fee Consultations
- Tax Planning
- Insurance Services
- College 401(k) and IRAs
Grand Rapids, MI 49301
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Adam Schwallier is a Grand Rapids, MI Fee-Only Financial Planner serving clients in West Michigan and throughout the midwest. Schwallier Wealth Management LLC specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Adam Schwallier is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
Adam Schwallier is a Fee-Only financial planner in Grand Rapids, MI and a NAPFA-Registered Financial Advisor.
With more than 20 years of experience in the financial services industry, I have previously served as an actuarial consultant and institutional pension product manager at Lincoln Financial Group, a financial advisor at Morgan Stanley, and a fee-only investment advisor at Schwallier Wealth Management LLC.
My educational background includes:
· Bachelor of Science degree in Math of Finance from the University of Michigan
· CERTIFIED FINANCIAL PLANNER™ professional *
· Chartered Mutual Fund Counselor(SM) (CMFC® )
As a NAPFA-Registered, fee-only CERTIFIED FINANCIAL PLANNER® professional, I am required to be a fiduciary to clients — always working in their best interests.
I combine the latest technology with a tried and true investing approach.
*Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally-registered CFP, which it awards to individuals who successfully complete initial and ongoing certification requirements
Schwallier Wealth Management LLC is a comprehensive financial services firm. We offer customized programs that are designed to grow and protect wealth. It is our commitment to deliver an exceptional level of personalized service and expertise.
“We uphold a fiduciary Standard.”
Going beyond the numbers, the asset allocation, the strategies, and the planning is what we do.
Getting to know our clients is job one. Being the best at providing advice and solutions is an important job two.
Our clients don’t want to worry about whether their planning and investments are being handled properly or whose interests come first.
Clients benefit from the peace of mind that our top-notch planning and investment management provide them.