For more than 40 years, Michael L. Schwartz has been helping individuals, families, and business owners make informed financial decisions with confidence. As the founder of Schwartz Financial Services, he believes successful financial planning begins with understanding each client’s unique goals, values, and vision for the future before developing personalized strategies to help them move forward.
A proud U.S. Navy veteran, Michael brings the same sense of service, commitment, and responsibility to his work with clients. He understands the importance of preparation, clear guidance, and having someone you can rely on when making decisions that affect your family, your future, and the life you have worked to build.
Michael is known for building long-term relationships based on trust, education, and personalized guidance. Rather than offering one-size-fits-all solutions, he takes the time to understand each client’s circumstances and develops strategies designed to adapt as life and financial needs evolve.
Having experienced the loss of his father at a young age, Michael developed an early appreciation for the importance of preparation and protecting what matters most. That perspective continues to shape the thoughtful, client-first approach he brings to every relationship.
Michael proudly welcomes the military community, recognizing the unique financial planning opportunities and challenges that can accompany military service. He is committed to providing personalized guidance to help every client pursue greater financial confidence and long-term security.
If you are looking for an experienced financial professional who values service, education, preparation, and lasting relationships, Michael welcomes the opportunity to learn about your goals and help you build a financial strategy designed around your future.
Services Provided
- Retirement Planning Strategies
- Investment Services
- Wealth Management
- Estate Analysis
- Insurance Services
- College Savings Analysis
- Business Valuations
- Business Succession Planning
- Tax Planning Strategies
- Legacy Planning
Designations & Certifications
- CEPA® – Certified Exit Planning Advisor
- RFC® – Registered Financial Consultant
- CFS® – Certified Fund Specialist
Licenses
- Series 6, 7, 24, 26, 63, 65
- Life Insurance License
- Investment Adviser Representative
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