Schulz Wealth Management, LLC is a fee-only, independent Registered Investment Advisor (RIA) firm based in Oregon. Operating as a fiduciary, the company is legally and ethically bound to act in its clients' best interests, avoiding conflicts of interest associated with commissions. Their services focus on comprehensive financial planning, personalized investment management, retirement planning, and college savings strategies for individuals and families. The firm emphasizes a long-term, evidence-based investment philosophy to help clients achieve their financial goals.

Founded in

United States