Chase Schroeder Email & Phone Number

We at Oley Kinser Concierge Wealth, LLC simply aim to achieve ongoing financial confidence for our clients. We partner with them and their family to genuinely understand their needs and to ensure that those ambitions are then met by way of customized and comprehensive financial planning, smart portfolio management, and exceptional service. We are dedicated to proactively and thoughtfully manage their ongoing financial prosperity and risk. Through it all, we look after them like we do our own family. Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Oley Kinser Concierge Wealth is not a registered broker/dealer and is independent of Raymond James Financial Services.For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.