Broker Check

Bryan Schod, CFP®, CDFA®

Could Your Money Work Harder For You?

Could Your Money Work Harder For You?

Whether you’re beginning your investment journey, reimagining your retirement, or anything in between, you need an expert professional in your corner. It’s our goal to serve every aspect of your financial life to provide the best investor advice and wealth management available.

"Bryan has done incredible work for me. Whether you’re fresh out of college, 20 years into your career, or well into retirement – he has advice and customized plans that can help you and your finances. I’ve seen him do it all as he currently supports a number of my friends and family members. He’s very personable and always keeps an eye on his clients goals and best interests. 10/10!!!"

 

- Nick Raynor | Apex Systems

“Bryan has been my financial advisor since early 2022. Without him, I wouldn’t have been prepared for my recent life changes. Bryan has a unique ability to recognize the person behind the finances and adjust your financial plan to work for you. I wouldn’t be where I am today without Bryan!”


- Sarah Fleischmann | Eaton

"I have been working with Bryan for over a year now and no one has ever broken down my finances and explained exactly what is happening more easily and clearly than him. He displays graphs and data to show exactly why his individualized plans work best for you. Deciding to trust and move forward with Bryan has been the best decision I have made to make sure I am prepared financially for retirement and emergencies, but also being able to enjoy the life I’m living right now." 


- Samuel Stowers, DDS | Sorriso Dental

No compensation was paid to our clients for their testimonial. Their experience may not represent the experience of others nor predict future results.

Fiduciary

{fi-doo-shee-er-ee} noun: A person that is required to act in the best interest of another party when managing their financial life.

CFP® Professional

Only 25% of U.S. financial advisors are CERTIFIED FINANCIAL PLANNER professionals.*

*source-kitces.com

Focused

We cater to an elite clientele, including top-performing entrepreneurs, professional athletes, elite coaches, and high-earning millennials.

Our Clients

Helping investors from every background

College Graduates

College Graduates

Starting your financial journey.  Make the best decisions

out of the gate!

Learn more
Small Business Owners

Small Business Owners

Supporting small businesses

Learn more
Medical Professionals

Medical Professionals

Make your money work for you

Learn more
Families

Families

Understanding your unique needs

Learn more

What We Do

When was the last time you sat down and had a practical conversation about your finances? If it’s been a while, it may be time to consult with a trusted ally.

Our team is comprised of industry professionals with decades of combined experience. Whether you’re an early investor or a seasoned wealth-builder, clients from all walks have come to rely on our team.

Get your financial journey started today.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Retirement

Gain confidence in your retirement income plan

Learn more

Wealth Management

Portfolio construction and risk management

Learn more

Protection Strategies

Make yourself financially bulletproof

Learn more

Estate Strategies

Strategies for every phase of life

Learn more

Schedule A Consultation

We’d love to learn more about you and your financial goals. Our form is the best way to schedule an introductory call.

Thank you!
Oops!