Adam Schwallier- Financial Advisor Grand Rapids, MI

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About Adam Schwallier

Schwallier Wealth Management LLC has been helping to improve clients' long-term financial success and change lives for over 15 years. We offer guidance in the form of financial planning, on-going investment advice and management, and insight on all things affecting life and finances. Our goal is that clients are better off for having met us, specifically, and we want to become an indispensable resource in helping clients attain financial peace.

After tiring of being a captive advisor to a broker-dealer and managing the inherent conflicts that serving two masters(employer and client) creates, Adam Schwallier formed this SEC-Registered Investment Advisory(RIA) firm.

Schwallier Wealth Management(SWM) was borne to serve clients directly without the trappings of a broker-dealer. As a fiduciary, SWM is required to always work in clients best interests and fully disclose any conflicts of interest.

As a fee-only firm, we work directly for clients and never accept any commission revenue that may create a conflict of interest.

Using this approach, the firm has grown well from a single advisor office to a multiple advisor team with a robust staff.

See Disclosures

General Information

Firm Start Year

2007

No. of Employees

Compliance

Qualifications & Membership

Firm Information

Compensation and Fees

Education

Bachelor of Science - Math of Finance

University of Michigan
1991 - 1996

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

https://static.fmgsuite.com/media/documents/9d6bc10c-9c08-4218-b837-4c1d5d0452c8.pdf

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1884248/paladinregistry-Schwallier-Wealth-Management-LLC-detailed-disclosure.html

Disclaimer

This is the space where a broker-affiliated advisor must disclose the broker-dealer relationship that they do some commission business through. Since we are fee-only, work directly for clients, and forego commissions, no disclaimer is needed.

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Adam Schwallier

Schwallier Wealth Management LLC