We are an elite investment advisory firm with members who believe passionately in delivering simplicity, transparency, and clarity to a select group of clients.
Our team shares a passive investment philosophy with an active approach to adding value through rebalancing, tax loss harvesting and other wealth enhancement strategies.
Our intellectual and strategic partners at BAM Advisor Services and Dimensional Fund Advisors allow us to give our best energy to our highest priority – our Client Relationships.
Andrew C. Davis | Director and Chief Compliance Officer
Andrew joined the firm in 2012 as Senior Wealth Advisor. Andrew has over 25 years of experience providing comprehensive planning and investment solutions to high net worth individuals, families, and private family office clients. Prior to Schiff Wealth, he held personal client advisory positions at Brown Advisory and most recently as a partner of a local registered investment advisory.