Schwarz Dygos Wheeler Investment Advisors LLC
Fee Only Financial Planner Located in Minneapolis, MN and Serving Clients Nationwide
As the co-founder and principal of Schwarz Dygos Wheeler Investment Advisors LLC, a Minneapolis-based fee-only wealth management firm, I help high-achieving professionals as well as pre- and early-retirees achieve their financial goals.
These clients place a high value on my ability to understand the complexities in their life circumstances and create a personalized financial plan and investment strategy that aligns with their unique goals, values, and priorities.
What’s more, they recognize and appreciate my commitment to acting as a fiduciary at all times on their behalf. As part of my fiduciary commitment, I engage in a highly consultative relationship with my clients to help ensure they have clarity around their financial situation and fully understand how and why recommendations are being made.
Because of this alignment with clients’ interests, my firm meets the stringent qualifications required to become a NAPFA-registered firm. NAPFA (National Association of Personal Financial Planners) is the nation’s premier group of fee-only financial professionals. Less than 2% of advisors nationwide meet the qualifications to be part of this elite group.
My investment philosophy is rooted in evidence-based financial science. I 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.
If you would like financial advice and investment management that’s beyond the reach of the average investor, please get in touch at email@example.com or 612-355-4364.
Stephen Dygos 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
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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Investment management
- Financial Planning
- Retirement planning
- Social Security strategies
- Tax planning
- IRA distribution planning
- IRA transfers, 401k rollovers
- Stock option analysis
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Stephen Dygos is a NAPFA-Registered Financial Advisor
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.
Stephen Dygos is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® 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.
Contact Stephen Dygos
50 S. 6th Street #1405
Minneapolis, MN 55402