Schubert Financial LLC

Schubert Financial LLC is a registered investment advisor founded by Joseph Schubert, offering personalized portfolio management and financial planning services to individuals and families. The firm builds balanced portfolios using a mix of exchange-traded funds and individual stocks, focusing on passive, index-oriented strategies tailored to each client's specific goals and risk tolerance. All portfolio management is handled on a non-discretionary basis, meaning Schubert Financial must get your approval before making any trades in your account. In addition to managing investments, Schubert Financial offers one-time financial plans covering specific goals like retirement or college savings, as well as hourly financial planning advice for clients who want guidance without an ongoing management relationship. The firm does not have a minimum account size requirement.