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    Our Promise
    The responsibility of managing your hard-earned assets is not taken lightly.
    Our promise is to bring you investment management expertise and multiple options
    to lead you toward your financial goals.
    Home » Wealth Management

    What is Wealth Management?

    As no two investors are the same, no two investment strategies should be either.

    With our wealth management platform we can combine investment management, financial planning and retirement planning services directly for you…with you. Our mission is to help individuals and families work toward their investment goals through transparent, low-risk and objective-based asset management. We specialize in providing comprehensive investment selection and asset allocation.

    Independence

    The value of having options is important as an independent financial advisor, and because we adhere to a fiduciary standard of care – meaning we are all required to act in your best interests – we seek portfolios with specific investment objectives that may be a match for your investment goals, never relying on a one-size-fits-all investment strategy.

    Transparency

    You won’t find convoluted industry jargon or portfolio updates that are few and far between. The transparency provided in our wealth management practice enables you to know how your portfolios are performing at any given time.

    Stability

    There is no distraction by the need to “beat the market” every year. Instead, focus remains on managing risk and volatility to help ensure you are working toward your financial independence. We all adhere to established investment principles through the use of sophisticated investment strategies.

    Integrity

    We believe you deserve to know exactly what you’re paying for the advice you receive and that your best interests are always first. Our commitment to maintaining a fiduciary standard of care and providing a high level of transparency through the disclosure of fees, commissions and conflicts of interest makes for a first-class relationship.

    Technology

    We offer access to advanced technology that can help you better understand your financial situation. Risk tolerance software allows you to pinpoint your risk tolerance after answering a series of questions about your investments and risk comfort level. Your risk tolerance number can help you have meaningful conversations about the type of financial strategy you wish to pursue.

    Advising

    Our wealth management platform brings together four components of a financial strategy that normally stand apart: market correlated investments, non-market correlated investments, life insurance and annuities.

    This means you can review your investments, life insurance policies, annuities, 401(k) assets and other components of your financial strategy all in one place, giving you a complete look at your financial picture.

    This integrated approach not only allows for a variety of recommendations to help meet your needs and objectives, it allows you to clearly see where you are so you can make better decisions that help you get where you want to be.

    Retirement Planning Kit
    Get instant access to our Retirement Kit which includes three separate guides that address several topics you should consider when planning your retirement.
  • Our Focus
    Meet Our Firm

    B.A. Schrock Financial Group works with friends and neighbors throughout Ohio to help them work towards their financial goals.

    » Learn More About Our Team
    What We Do

    Our financial strategies and asset management services use insurance products, such as annuities, and a variety of investment products to help you work towards your financial goals.

    » Learn More About Our Services
    Upcoming Events

    View our calendar of upcoming seminars. We invite all clients, referrals and visitors to attend our events.

    » Calendar of Events

    We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

    Investment advisory services offered through AE Wealth Management, LLC, an SEC Registered Investment Adviser.

    Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

    *Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

    The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

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