Find Top Financial Advisors in Grandville, Michigan

Schwallier Wealth Management LLC has been helping to improve clients' long-term financial success and change lives for over 15 years. We offer guidance in the form of financial planning, on-going investment advice and management, and insight on all things affecting life and finances. Our goal is that clients are better off for having met us, specifically, and we want to become an indispensable resource in helping clients attain financial peace.

After tiring of being a captive advisor to a broker-dealer and managing the inherent conflicts that serving two masters(employer and client) creates, Adam Schwallier formed this SEC-Registered Investment Advisory(RIA) firm.

Schwallier Wealth Management(SWM) was borne to serve clients directly without the trappings of a broker-dealer. As a fiduciary, SWM is required to always work in clients best interests and fully disclose any conflicts of interest.

As a fee-only firm, we work directly for clients and never accept any commission revenue that may create a conflict of interest.

Using this approach, the firm has grown well from a single advisor office to a multiple advisor team with a robust staff.

Aaron Stine is a financial advisor who works with individuals and families entering retirement, those already in retirement, and business owners seeking clarity around their financial future. He focuses on building practical, long-term strategies designed to help clients preserve wealth, generate reliable income, and navigate life's financial transitions with confidence. Aaron emphasizes disciplined planning, clear communication, and customized solutions tailored to each client's goals.

We are an independent financial advisory firm focused on helping individuals, retirees, and business owners navigate complex financial decisions with clarity and confidence. Our services include financial planning, investment management, retirement planning, and ongoing advice tailored to each clients unique goals and circumstances. We emphasize disciplined planning, thoughtful risk management, and long-term strategies designed to support financial stability and growth over time.