Founded in 2011 by Matthias Schmitt, this firm operates as an independent financial advisory service based in Lohr am Main, Germany. Its core mission is to provide holistic, independent, and client-centric consulting on a wide range of financial topics. The company focuses on developing long-term financial strategies for individuals and families, covering areas such as retirement planning (Altersvorsorge), personal insurance and risk hedging (Absicherung), wealth accumulation (Vermögensaufbau), and financing solutions.

Founded in

Germany