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S. R. Schill & Associates Financial Planners & Advisors

Tel: 206-275-2700
2448 76th Ave SE, Suite 107
Mercer Island, WA 98040

"A goal without a plan is just a wish"

S. R. Schill & Associates Financial Planners & Advisors | Financial Advisor in Mercer Island ,WA

About S. R. Schill & Associates Financial Planners & Advisors

S. R. Schill & Associates is a family run business with a process that provides a full range of services. Our process is the heart of everything we do and has been since Stanley R. Schill founded the firm over 30 years ago. It encompasses all aspects of acquiring, managing and growing wealth from short and long term strategies that consider all aspects of your financial life to investment advice that's tailored to your personal situation. We're a family, here for your family.


General Information

Firm Start Year:   1987
No.of Employees:   5-9
Gender:   Male
Name of Custodial Firm:   TD Ameritrade
Number of Years with Current Firm:   33
I work with the following types of clients:   Businesses, Investment Clubs, Individual Investors, Non-Profit Organizations
Advisory Services Provided:   Financial Advice & Consulting, Portfolio Management


Services

Investment Types:   Mutual Funds, Bonds, Stocks, Annuities, Exchange Traded Funds (ETFs), Alternative Investments
I can meet clients in the following ways:   Via Email, Via Phone, At my office, At your home, Video Conference, At your office


Firm Information

Firm's Number of Clients:   165
Assets Managed by Firm:   $230,000,000
Advisor's Number of Clients:   165
Assets Managed by Advisor:   $225,000,000


Compliance

Registered Investment Advisor:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee Only
Additional Details on Charges:   No minimum assets required
Minimum Fee Charged for Managed Accounts:   AR
Minimum Fee Charged for Hourly Planning Accounts:   AR


S. R. Schill & Assoc. Planners & Advisors

S. R. Schill & Associates Financial Planners & Advisors

Since 1987, S. R. Schill & Associates has been helping our clients realize their dreams-- dreams of financial security, sending their children to college and enjoying their retirement. We are a family-run business that provides a full range of wealth management services for individuals and families while placing an emphasis on one-on-one relationships. We make it possible for everyone to have a financial plan prepared by a fee-only fiduciary.

My Services

Financial Advice & Consulting

A comprehensive financial plan is at the heart of our process, driving the recommendations and investment decisions that we make for you. The plan we develop is dynamic and evolves with you as your life needs and goals change. With your plan, we can consider alternate scenarios and perform "what-if" analysis to help you better make and understand the impact of specific financial decisions.


Portfolio Management

Our investment process involves over 25 different portfolio allocations ranging from conservative to aggressive and incorporates both a disciplined strategic model and reasoned tactical decisions. In implementing your plan, we will find an allocation that is right for you.

My Team

Len Skiena Len Skiena

Len Skiena joined the firm in 2006. Len has the Certified Financial Planner™ designation and an MBA from the University of Washington. In addition, he has undergraduate and graduate degrees in Electrical Engineering and Computer Science from Penn State University and spent seventeen years in the technology industry, including nine managing technical teams and divisions. Len has been a featured financial planner in the Seattle Times and his responsibilities include personal financial planni ...more

Bob Toomey Bob Toomey

Bob Toomey came to S. R. Schill & Associates in 2011. Bob has the Chartered Financial Analyst™ and Certified Financial Planner™ designations along with a background of over 30 years in the financial industry. Bob's responsibilities include research, performance management, asset allocation studies, and personal financial planning. Bob has published extensively in his career in publications including the Seattle Times and Puget Sound Business Journal, and has also made numerous a ...more

Stan Schill Stan Schill

Prior to founding S. R Schill & Associates in 1987, Stanley R. Schill spent nearly 30 years in the financial services industry. For several of those years, Stan's financial commentaries were broadcast on the Seattle radio station, KIRO-AM, where he became known as "The Financial Advisor." His former positions include Vice President and Manager for Financial Services for Shearson/American Express, and Vice President and Regional Manager of Prudential Bache. As a member of many finan ...more

Stacy Schill Stacy Schill

Stacy Schill has had over thirty years of experience in the marketing and client relations field. She has taken up positions at companies such as Chateau Ste. Michelle Estates, where she became a lifelong oenophile, and Love That Red Winery in Woodinville, where she currently works as a tasting room, wine club and hospitality manager, as well as special event coordinator. Stacy loves talking to people and her relatable personality is charming. She handles all client relations, including respondi ...more

Eva Baker Eva Baker

Eva V. Baker came to the firm in 1995 to assume responsibility for all client services including the transfer of assets for new accounts and responding to client requests. She also supervises internal operations and our support staff. Her background includes 20 years in branch banking where she gained a wealth of experience as a manager for customer service and new accounts.

Jennifer Nelson Jennifer Nelson

Jennifer joined the firm in 2019 to work in client services. She has over 17 years of experience working for a financial management firm in Bellevue. She worked in client services and received a Registered Paraplanner designation FPQP™ from the College of Financial Planning. Prior to financial services, Jennifer was a program assistant in the Department of Psychosocial Services at Seattle Children's Hospital. She received her Bachelor of Arts Degree in Medical Anthropology with honors fro ...more

Office Hours

wiseradvisor-balck-li-img Mon. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 8:00 AM - 5:00 PM

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