Adam Schwallier (CFP®, CMFC)

Adam Schwallier focuses in the
following client markets or areas of practice:

  • Corporate Executives
  • Hourly
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

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

 

Additional Information

· Investment Committee Chair, Holy Spirit Education Foundation

· National Association of Personal Financial Advisors, NAPFA

· Financial Planning Association (FPA®)

· Chartered Financial Analyst (CFA®) candidate

· University of Michigan Club of Grand Rapids

· West Michigan Estate Planning Council

Along with participation in the groups above, I enjoy spending time and playing cards and board games with my large extended family, playing basketball as long as my body allows, and practicing yoga.

 

NAPFA Start Date

February 20, 2015

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This Office

4764 Fulton St E Ste 201 Ada, MI 49301-9086 Phone: (616) 855-2051 Fax: (616) 855-2242