Our Planning & Investment Philosophy

Your Success is Our Passion

We love what we do, and our client’s success is our passion.

One of our core principles at SC&H Financial Advisors is focusing on what’s in our control. Our approach is based on the belief that the dominant factor in long-term, real-life financial outcomes isn’t investment performance; but rather investor behavior. Our investment philosophy is evidence-based, which means we don’t rely on market forecasts in an attempt to predict the future, but rather on real data that supports our views.

We strongly believe that clients are better served if, together, we are referencing back to your personalized goal-based financial plan that we have analyzed and agreed upon. By doing so, we dramatically improve your opportunity for financial success by putting you in what we believe is the best position for long-term success.

We’re adamant with all of our clients that we align their short-, mid-, and long-term goals with the proper allocation of savings and investments. Through this approach, our clients are better prepared for a rainy day, and have a comfort in knowing that day-to-day fluctuation in a well-diversified, long-term focused investment strategy is perfectly normal. This philosophy promotes day-to-day flexibility and allows us to make adjustments in the near-term without sacrificing your long-term success.

Core Priorities

While not an exhaustive list, these are some of the
core priorities of our practice:

  • Invest Your Wealth Appropriately

  • Optimize Your 401k & Other Retirement Accounts

  • Prepare Your Tax Return

  • Identify & Implement Income Strategies for Retirement

How We Work
With You

We’ve built a process at SC&H Financial Advisors that is predicated on making smart decisions and allocating assets in line with your financial goals – strategies to grow your wealth and achieve your financial objectives.

A Trusted Partnership

We believe it’s critical to build a solid foundation based on thorough discovery and fact-finding, goal identification, strategic planning, and a repeated pattern of strong customer service. This is the bedrock of our long-lasting relationships and speaks to the larger conversation of where you want to be ─ not just today, but months, years and decades into the future.

Your financial future doesn’t depend on chasing “hot” trends and headlines, but rather, making smart decisions and allocating assets in line with your financial goals.

When you work with us – you benefit from the combined wealth management and tax experience of the entire team. There are no silos; we work interdependently to ensure you’re receiving the best possible service, whether it’s investment-related, tax-related, or more.

Our clients turn to us as their trusted advisor to manage the lifecycle of the process. Since we’re spending our time focusing on what’s best for our clients, we give our clients the peace of mind that if they don’t have the time, interest, or patience to do this for themselves, they have a trusted confidant actively executing on the agreed-upon plan.

Learn About Our Personal Financial Planning Practice And What We Can Do For Your Future

Talk to Us Today