Broker Check
The Schindler Appleford Group

The Schindler Appleford Group

When your plans for your family’s future extend for generations to come, you need experienced Financial Advisors who not only specialize in wealth preservation and transfer, but who also take the time to get to know your family’s values and vision.

What We Offer!

Our team understands the goals and challenges of family wealth
management and has the expertise to address your complete financial
picture, including:

• Accumulation and preservation strategies • Business succession planning • College education planning • Estate planning services • Financial planning • Retirement savings planning

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.

Will Power

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

How We Work

Creating and effective investment strategy is an ongoing process, and our team is with you every step of the way.

Our Services

From wealth management to estate concerns, we're ready to help.

Our Values

We take pride in creating practiced, disciplined, and comprehensive investment strategies.

We Put People First

We Put People First

From retiring early to funding a college education to fueling your passion for philanthropy, we want to know what’s important to you, your spouse, and your family — and how you see your needs changing over time.

Before we meet, we ask you to spend a little time reflecting on what’s truly important. Then, we lead you through a proven process designed to unearth details, create dialog, and build a basis of shared understanding.

Financial Assessments

Financial Assessments

We take the time to understand your unique situation before tailoring our recommendations specifically to you.

Learn More
Our History

Our History

Years of experience have prepared us to guide you through life's transitions.

Learn More

Have a Question?

Thank you!
Oops!