Schwartz Financial Services is dedicated to creating, growing, managing and preserving the wealth of clients for over 30 years. With advisees ranging from professional and executives to self-employed businessmen, families and businesses we are able to develop financial strategies for your specific goals.

Our Mission

We focus on a strong client relationship and excel at developing unique, customized approaches for our clients. With a strategically crafted wealth management portfolio based on each clients’ individual values and objectives we strive to reach our clients’ desired financial goals.

Our Strategy

We strive on giving our clients a unique investment experience while reaching their financial goals. We do this by offering a comprehensive wealth management advisory program while giving our clients tools such as access to their wealth financial portfolio on-line. Clients are also invited to attend educational workshops and view Newsletters and financial resources.

Our Staff

mikenewpicredMichael L. Schwartz, RFC®, CWS®, CFS

Founder of Schwartz Financial Services, Michael Schwartz has been working in the financial services industry for over 35 years. Michael specialized in helping his clients reach their financial goals while creating a unique client experience for all of his advisees. Michael is a Registered Financial Consultant, Certified Wealth Strategist, Certified Funds Specialist and has a Bachelor’s Degree in Business Administration from LaSalle College.

He is a registered representative and investment advisory representative of Independent Financial Group, LLC. and has affiliations with the International Association of Registered Financial Consultants and Montgomery County Estate Planning Council.

A resident of Holland, PA he devotes his free time to his wife and two children and enjoys a wide range of sports and recreational activities.

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