Client Centered

Adam Schwallier is proud to be a SmartVestor Pro in the area!  He is committed to empowering you through education and investing for the long term.

Why should you use a SmartVestor Pro?

1. We are committed to educating and empowering you to help you work toward your long-term investing goals.

2. We will help you build wealth by teaching you how to invest for the long-term.

3. Do you have a question? We are committed to giving you a fast response.

4. As a fee-only Certified Financial Planner TM professional, Adam is required to be unbiased regarding investment selection and never accepts any commission revenue from a company or carrier. This allows him to seek opportunities that are in the client's best interest.