Adam Schwallier
CFP®, CMFC®
Schwallier Wealth Management
Financial Advisor
Adam Schwallier
CFP®, CMFC®
Schwallier Wealth Management
Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Adam Schwallier, CFP®, CMFC®
Works For You
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
Adam Schwallier is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- Tax Planning
- College Education Planning
Ideal Clients
- Retirees and Near Retirees
- Business Owners and Executives
- Sudden Money Situations
- Growing Families
- Novice Investors
Working Together
- In-Office Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
- Virtual Meetings
Professional Designations & Affiliations
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Adam Schwallier is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Adam Schwallier is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Adam Schwallier is a Chartered Mutual Fund Counselor® (CMFC®)The Chartered Mutual Fund Counselor or CMFC® is a professional designation for financial advisors and investment managers. The CMFC® program provides financial planners and investment professionals with in depth knowledge of mutual funds, asset allocation, retirement planning, risk and return and other investment topics. To keep their designation, advisors must take 16 hours of continuing education courses every two years.
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Adam Schwallier is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Adam Schwallier
Office Locations:
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4764 Fulton St East
Suite 201
Grand Rapids, MI 49301