Andrew Schmitt

Andrew Schmitt Email and Phone Number

Fee-only investment advice and comprehensive retirement planning for families and individuals in Greater Cincinnati @ Schmitt Wealth Advisers
cincinnati, ohio, united states
Andrew Schmitt's Location
Cincinnati, Ohio, United States, United States
Andrew Schmitt's Contact Details

Andrew Schmitt work email

Andrew Schmitt personal email

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About Andrew Schmitt

Andrew Schmitt is a wealth management professional providing financial advice regarding financial planning, investment management, and retirement income since 1992.Andrew founded Schmitt Wealth Advisers, LLC in 2015 with over 20 years of experience in the financial services industry. Prior to launching his Registered Investment Advisor firm, Mr. Schmitt was tenured for 7 years as Vice President, Investments at a regional broker/dealer firm and for 15 years before that as Vice President/Financial Advisor at a national wire-house firm.Andrew is a former member of the Xavier University Finance Department's Board of Executive Advisors and former board member of the Xavier University Student Investment Fund. He also served as board member for Right to Life of Greater Cincinnati. He has served on the board of the Financial Planning Association of Greater Cincinnati and holds a Bachelor of Science in Business Administration with a major in Finance from the University of Dayton.Andrew, his wife and children live in Cincinnati.Specialties: Wealth Management, Financial Planning, Retirement Planning, and Asset ManagementYou may reach me at: (513) 813-1580 or by email at: Andy@SchmittWealthAdvisers.comFirm Website: www.SchmittWealthAdvisers.com

Andrew Schmitt's Current Company Details
Schmitt Wealth Advisers

Schmitt Wealth Advisers

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Fee-only investment advice and comprehensive retirement planning for families and individuals in Greater Cincinnati
cincinnati, ohio, united states
Website:
schmittwealthadvisers.com
Employees:
2
Andrew Schmitt Work Experience Details
  • Schmitt Wealth Advisers
    Founder, Managing Member
    Schmitt Wealth Advisers Aug 2015 - Present
    Cincinnati, Ohio Area
    Schmitt Wealth Advisers delivers customized, fee-only wealth management services. At the core of our wealth management services are financial planning and asset management. Depending upon the distinctive situation of each of our clients, we deliver investment management, retirement planning analysis, estate planning analysis, cash flow analysis, employee stock options analysis, and advice related to budgeting, borrowing and liabilities, and tax minimization.
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  • Raymond James
    Vice President, Investments
    Raymond James Sep 2007 - Aug 2015
    Cincinnati, Ohio Area
    View
  • Merrill Lynch
    Vice President, Financial Advisor
    Merrill Lynch Jul 1992 - Sep 2007
    View

Andrew Schmitt Education Details

Frequently Asked Questions about Andrew Schmitt

What company does Andrew Schmitt work for?

Andrew Schmitt works for Schmitt Wealth Advisers

What is Andrew Schmitt's role at the current company?

Andrew Schmitt's current role is Fee-only investment advice and comprehensive retirement planning for families and individuals in Greater Cincinnati.

What is Andrew Schmitt's email address?

Andrew Schmitt's email address is an****@****mes.com

What is Andrew Schmitt's direct phone number?

Andrew Schmitt's direct phone number is +151376*****

What schools did Andrew Schmitt attend?

Andrew Schmitt attended University Of Dayton, Fairport High School.

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