SCH Financial Group LLC │ 3003 Tamiami Trail N, Suite 300, Naples, Florida 34103

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SCH Financial Group, LLC
SCH Financial Group


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SCH Financial Group, LLC.

Certified Retirement Planning Counselor

SCH Financial Group of Naples, FL is a Wealth Management company that exists because the founder and financial advisors in Naples, FL that work for SCH Financial have all gained enough experience from working in large wire houses or banks to become dis-enchanted with the Financial Services industry.

“We want to change how investors are treated.”

We know that many Financial Advisors, Wealth Management Advisors and Private Bankers at large firms in Naples, FL have sales goals forced upon them which could result in the individual investor being placed in various products with multiple fee’s. SCH Financial Group of Naples, FL is different. We work for our client and no one else. Our experienced investment stragetists and financial planners create retirement plans, wealth management and legacy planning strategies that give you ownership of your financial future. We are paid by our clients and no one else. We do not have proprietary product to sell. We do not have bonus incentives. Our fee schedule is easy to understand and transparent. Our job is to do what is right for our client’s period. We believe our clients deserve to be treated fairly. We believe in transparency and most importantly we believe that all investors have earned the right to have confidence in their advisors.

Wealth Management

Wealth Management is a process built around the coupling of an Investors Risk tolerance, asset management, estate planning and tax planning goals.

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Fixed Income

SCH Financial Group offers investment expertise that helps clients avoid costly mistakes. Our fixed income program is all about creating fixed income strategies...

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Corporate Retirement

Plan fiduciaries are required to accept greater responsibility than ever before. It is the responsibility of the company officers, directors and key employees...

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Legacy Planning

Legacy Planning at SCH Financial Group focuses on making sure that your money matters. We recognize that legacy planning is for people who appreciate...

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Trusted Advice

Exceptional Service

Making a Financial Difference