HOW WE HELP
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As fiduciaries, we put our clients' interests first. We take the time to truly understand each family's goals, values, and financial needs, then create thoughtful strategies that can grow and evolve with them. We're proud to build lasting relationships and serve generations of families and businesses with trusted, personal guidance.
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Note: Readers to this page consult with their own legal or tax advisors involving such matters. Asset Allocation and diversification cannot guarantee profit or insure against loss. There is no guarantee that any investment strategy will be successful; all investing involves risk, including the possible loss of principal.
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Your Family. Your Future. Our Commitment.
Fiduciary, Always
We're legally and ethically bound to put your interests first — not a sales quota, not a parent company's product line. Every recommendation is made with your goals at the center.
Independent & Family-Owned
Schneider Financial isn't a branch office of a national bank. We're an independent, family-owned firm in Evansville, which means our advice answers to you — not a corporate parent.
OUR SPECIALTIES
Comprehensive planning built around your life
Investment Management
Diversified strategies designed to grow and protect what you've built, adjusted as markets and your life evolve.
Individual & Business Retirement Planning
IRAs, 401(k) rollovers, and small-business retirement plans, built around when you actually want to retire.
Estate Planning
Coordinated strategies that help your assets pass to the people and causes you care about, with less friction.
Insurance Planning
Protection built around your family and business, so a single unexpected event doesn't undo years of planning.
Medicare Planning
Straightforward guidance through Medicare enrollment and options, timed around your retirement plan.
Common Questions
What does it mean that Schneider Financial is a fiduciary?
As fiduciaries, we're legally and ethically obligated to put your interests first in every recommendation — not commissions, and not a parent company's products.
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Is Schneider Financial an independent firm?
Yes. We're an independent, family-owned firm based in Evansville, not a branch of a national bank or insurance company, which lets us recommend strategies based on your needs rather than a fixed product lineup.
Schedule a complimentary consultation with our advisory team — no obligation, just a conversation.
Let's build your plan together.