Business Details
26 Years
experience
Your Trusted Partner for Financial Advisory Solutions
Premier Financial Management (SDWMA) is a team of highly credentialed professionals dedicated to providing comprehensive wealth management solutions. With decades of experience serving business owners and high-net-worth individuals, we prioritize trust, transparency, and personalized strategies. Founded as part of Schneider Downs in 1956, our firm combines local accessibility with national resources to build lifelong client relationships. Our services integrate investment management, tax planning, estate strategies, and business advisory, ensuring alignment with clients' unique goals. Headquartered in Pittsburgh and Columbus, we operate as a fiduciary, offering unbiased advice tailored to complex financial needs.Our multidisciplinary approach leverages expertise from across the Schneider Downs network, including accounting, tax, and consulting services. We specialize in high-net-worth wealth management, small business planning, retirement solutions, and institutional advisory. With a focus on long-term partnerships, we deliver customized strategies that evolve alongside clients' changing priorities. Our commitment to excellence is reflected in our team's credentials, including CFPs, CFAs, CPAs, and AIF charterholders. By aligning personal and business wealth strategies, we help clients navigate transitions, maximize value, and achieve financial security across generations.
Services
Wealth Management
Investment Planning
Tax Strategies
Estate Planning
Retirement Solutions
Business Succession
Institutional Advisory
401(k) Design
Endowment Management
Fiduciary Services
Details
- Year established: 2000
Highlights and features
- We provide fiduciary-driven advice focused solely on your best interests.
- Our team consists of certified experts with decades of wealth management experience.
- We integrate investment, tax, and estate planning for holistic financial strategies.
- We offer access to institutional-grade investment opportunities for complex needs.
- Our partnership with Schneider Downs provides multidisciplinary expertise in accounting and consulting.
Services
Wealth Management
Our wealth management services provide customized strategies for high-net-worth individuals, integrating investment management, tax efficiency, and estate planning. We focus on growing and preserving assets through fiduciary-driven advice tailored to complex financial landscapes. Our approach ensures alignment with clients' long-term goals while adapting to evolving market conditions.
Retirement Solutions
We design tailored retirement plans for businesses and individuals, emphasizing income sustainability and risk management. Our strategies include 401(k) plan design, employee education, and fiduciary oversight to ensure compliance and long-term success. We help clients navigate retirement transitions with confidence through personalized guidance and institutional partnerships.
Business Succession
Our business succession planning integrates tax, estate, and financial strategies to protect business value during transitions. We collaborate with Schneider Downs Capital to provide valuation, liquidity planning, and tax-efficient exit strategies for owners preparing for sales, generational transfers, or mergers. This ensures seamless transitions aligned with personal and business objectives.
Institutional Advisory
We offer mission-aligned investment management for non-profits, foundations, and institutions, combining governance expertise with customized portfolio design. Our services include endowment management, compliance oversight, and operational consulting to support long-term sustainability. We prioritize regulatory compliance and strategic alignment with organizational goals.
Tax Strategies
Our tax-efficient planning services focus on minimizing liabilities while maximizing wealth growth across generations. We integrate tax strategies with investment and estate planning to create cohesive financial roadmaps. The approach includes analysis of complex financial structures and implementation of solutions tailored to high-net-worth clients and business owners.
People
Matt Biggs
Wealth Manager
CFP and CAIA credentialed advisor specializing in high-net-worth wealth management, integrating investments, taxes, and estate planning for personalized strategies.
James R. Moyer
Senior Wealth Manager
CFP and MBA holder with expertise in ultra-high-net-worth planning, business transitions, and institutional investment strategies for complex financial needs.
David C. Brinkman
Partner
CFA, CPA, and CFP credentialed professional providing integrated tax, investment, and business advisory services for small business owners and high-net-worth clients.
Jason R. Staley
Chief Investment Officer
CFA and CAIA charterholder overseeing institutional investment strategies, endowment management, and fiduciary advisory services for non-profits and foundations.
Questions
What services does SDWMA offer for high-net-worth individuals?
We provide customized wealth management strategies integrating investment planning, tax efficiency, estate coordination, and risk management tailored to complex financial needs.
How does SDWMA approach retirement plan design for employers?
We offer fiduciary-focused 401(k) and pension plan design, compliance oversight, employee education, and institutional partnerships to improve retirement outcomes.
Can SDWMA help business owners with succession planning?
Yes, we collaborate with Schneider Downs Capital to deliver valuation, liquidity planning, and tax-efficient exit strategies for business transitions.
What makes SDWMA different from other financial advisors?
As an SEC-registered fiduciary, we combine personalized strategies with multidisciplinary expertise from the Schneider Downs network, including accounting and consulting services.
Do you provide institutional investment management for non-profits?
Yes, we offer mission-aligned portfolio design, endowment management, and governance consulting to support long-term sustainability for institutions and foundations.
