Over 30 years ago, I started my business while working for a Big Eight CPA firm. While I first focused on tax issues for individuals, I was exposed to other financial services which I knew could use more transparency and morality. I’ve been fortunate enough to spend my whole career building an independent practice.
Schorn Wealth has evolved over the years but our vision has not changed – to be your most trusted advisor helping you make the best decisions through our professional knowledge, integrity and personalized service. We’ve made it our mission to inspire our clients to achieve their goals through education, communication, and service which exceeds their expectations. Our client Bill of Rights – give the Schorn Wealth team a guide on how we can help our clients live their lives by design, not by default. We enjoy sharing our passions with our clients, which is why we’ve developed so many successful relationships over the years.
As a firm we’re focused on helping others. It is with this goal in mind that I embarked on my philanthropic endeavors to help abused and homeless mothers and children.
I thank you for the opportunity to serve you! I look forward to your feedback and taking you on as a client.
***Co-founder and Chief Compliance Officer at Fiduciary Planning, LLC/dba Schorn Wealth Management (An SEC Registered Investment Adviser). Over $350 million assets under advisement.