Broker Check
Michael Schwartz

Michael Schwartz

Founder & President

Upon graduation from Duke University in 2006, Mike started his career with AXA Advisors, LLC, before transitioning his clients and his practice to Northeast Financial Network in 2011. Since then, he has continued to grow his team, client base, and experience, bringing on an executive assistant in 2012, and two junior advisors and para-planning associates in 2015, and adding a third in 2018.

Mike has been recognized many times for his work and experience. He has earned firm level and national awards for the quality of his client service and has achieved the highest levels of recognition in his field. Since 2014, he has been a part of his firm's mentoring team and faculty, helping new advisors learn and grow their career. In 2022 and 2023, Mike received the immense honor of being named to the annual Forbes list of top ten best-in-state financial security professionals!

Outside of his firm, Mike is an often sought out speaker on various financial topics. He enjoys sharing and learning with members of his community, as well as with others in the financial services field, including investment managers, insurance agents, attorneys, and accountants. As part of a national study group, Mike collaborates with a group of highly dedicated advisors across the nation, in order to continue to learn and improve his work for his clients.

Mike’s greatest love is his family. He and his wife, Kasey, welcomed their daughter Sadie in 2015, and son Henry in 2019. They split their time between their home in Bernardsville, NJ, and their beach paradise in Plymouth, MA. Mike and Kasey are both graduates of Duke University, and they remain active in the Alumni Association, as well as supporting Duke community service and global initiatives. Mike and Kasey are very involved with Sadie and Henry’s school, volunteering their time to the community whenever possible. When relaxing, Mike can be found on the golf course, listening to live music, making homemade sushi, or most likely, spending quality time with his family!

Registered Representative and Financial Advisor of Park Avenue Securities, Financial Representative of Guardian. AR Insurance Lic. #9747941, CA Insurance Lic. #0G92396

Michael Schwartz has been named to the 2023 Forbes List of Top Financial Security Professionals.*