We Manage More Than Portfolios

Your Behavioral Financial Counselors

At SchlegelDunn, we’re a different kind of financial planning and investment management firm because we truly understand the psychology of money. We manage more than portfolios because we help you navigate your emotions regarding finances.

Comprehensive Solutions Customized for You

We are small, nimble, and hands-on by design, so we are always available to provide the responsive, concierge-level service you deserve. We focus on what we can effectively control through comprehensive, long-term financial planning rather than the current economy or attempts at short-term market timing.

See Our Services

Financial Planning

A comprehensive roadmap to help provide security

Investment Management

A plan that is consistent with your goals and risk tolerance

Retirement Planning

A strategy to pursue your desired retirement lifestyle

Risk Management

Steps to help minimize any threats to your assets

Estate Planning

A master plan to empower your legacy for generations

Finding Financial Tranquility

We guide you to make informed decisions.

We are a calming voice of clarity, helping you navigate the financial uncertainties of life. We provide trusted guidance and solutions to problems—both simple and complex—and seek to help bring your financial aspirations in reach. We will be by your side every step of the way.

See Our Story

Benefit from a Practical Approach

Our process seeks to provide an added layer of client service. The one constant in life is change. When you need help navigating life's transitions, we create a plan that reflects your emotions, values, and financial dreams.

About Our Process

Meaningful-Conversations-Icon

Meaningful Conversations

We're active and empathetic listeners. We take the time to get to know you, your story, your desires, and your way of making financial decisions.

Solutions-Driven-Icon

Solutions-Driven

We work to understand the key motivators that drive your behaviors, and uncover solutions that are best suited to your needs.

Move Your Financial Future Forward

We want to help you identify and unlock your goals and dreams, and guide you in making those dreams a reality. Contact us to get started.

Schedule A Call