Stephen Dygos| CFP®
Schwarz Dygos Wheeler Investment Advisors LLC
- Fee-Only Financial Services
- Comprehensive Financial Planning
- Free Initial Consultation
- Investment Management
- Retirement Planning
- Education Planning
- Unmarried and Same-Sex Couples
- Planning for Business Owners
- High Net-Worth Clients
Minneapolis, MN 55402
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Stephen Dygos is a Minneapolis, MN Fee-Only Financial Planner serving Minneapolis and all surrounding areas. Schwarz Dygos Wheeler Investment Advisors LLC specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Stephen Dygos is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
Stephen Dygos is a Certified Financial Planner TM professional and a founding principal of SCHWARZ DYGOS WHEELER Investment Advisors. With more than 15 years of industry experience, Stephen has been featured with a variety of media outlets seeking his expertise on markets and investing.
Meeting with Stephen, you'll quickly realize that his team-based approach is aligned with his clients' best interests. This consultative approach allows clients to see the facts and to fully understand how and why recommendations are being made.
The team's investment philosophy is rooted in evidence-based financial science. Stephen and his team take an academic approach to portfolio management and eschew predictive methodologies that may add risk without substantive evidence of consistent additional return. This evidence-based approach includes the use of Dimensional or DFA funds, index funds, and other low cost investments.
Stephen is the firm's NAPFA member. If you would like to learn more about us, please contact Stephen directly at email@example.com or 612.355.4364.
Outside of the office, Stephen and his wife Linda have 3 young children. He is a violinist and also enjoys golfing and cooking.
Since our founding in 2008, a major goal has been to continuously improve the service our clients receive. Whether through cutting edge performance reporting or the latest financial planning software, we are constantly finding ways to improve. In addition, we are among relatively few financial firms that have access to Dimensional (or DFA) Funds; investments that draw on the research of Nobel Prize winning economists.
We believe that the best advice is completely aligned with your objectives - without any conflicts of interest. Our services are best suited for those with $1 million or more to invest.
Stephen Dygos is the firm's NAPFA member. If you would like to learn more about us, please contact Stephen directly at firstname.lastname@example.org, or call him at 612.355.4364.