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

Call (239) 687-3600 CAREERS

SCH Financial Group, LLC
SCH Financial Group

An Introduction to Our Team


Broker Check

SCH Financial’s Independence is Powered by LPL Financial

It takes effort to find a true Wealth Strategist among the multitude of financial professionals in the market today. SCH Financial Group is a manager of wealth, not only for the current generation but for generations to come.

SCH Financial Group has a solid foundation for complex Trust and Estate planning strategies. They recognize the need for diverse concepts in Investment Planning for their clients. For this reason SCH Financial Group promotes continued education within and among their Advisors. SCH Financial Group is proud of its local reputation for quality advice and exceptional customer service.

LPL Financial

SCH Financial is supported by the robust resources of LPL Financial an Independent Broker Dealer. As an Independent firm we:

  • Have no proprietary products to sell.

  • Do not have to meet sales quotas.

  • Offer you truly objective retirement plan guidance.

Wealth Management Team

Your Wealth Management Advisor will coordinate the financial planning process for you. He or She will work with you to identify your goals and implement a series of strategies designed to help you work toward your vision for the future. By managing client’s portfolios on a discretionary basis, they acts as fiduciary which means always putting your interests first. You can be assigned one advisor or you can be assigned to the team of advisors depending on your preference. SCH Financial Group has specialists in Fixed Income Planning, Equity specific strategies, Group Retirement Planning, Estate Planning and Financial Education.

Certified Retirement Planning Counselor

Contact us today to find out how we can assist you on: 800.498.6364