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We understand the value of The Golden Rule and the hard-earned dollar.

Client Centered

To us, “Wealth well planned” isn’t a slogan, it’s a mission. It’s our opportunity to educate, empower and lead you to become the greatest financial version of yourself.

We do this by helping you create a healthier, happier relationship with money. That means viewing money not as an end, but as a means to fuel your passions, support your goals, and live confidently knowing you have someone else watching your financial back.

Big-firm resources and boutique attention

When you call us, we answer the phone. When you email us, we get right back to you. It’s common courtesy that isn’t so common anymore. To us, it’s treating clients they way we want to be treated, and never doing anything with their money that we wouldn’t do with our own.

The Schwartz Planning Group has a strategic partnership with Northeast Financial Network, one of the largest financial firms in the region. That means, you’ll get the best of both worlds: the personal attention you expect from a boutique firm and all the resources of a larger network.

Meet our Team

NEFN Strategic Partners

Scott Alters

Director of Advanced Planning

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Thomas Bauman

Director of Investments

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Mark Schleifman, CLU

Director Of Life Brokerage

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David Greenberg, CLTC

Employee Benefits Specialist

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