Schwartz Financial Services is an independent wealth management firm serving business owners, individuals, and families our of their offices in Washington Crossing, Pennsylvania. Founded in 1984 by Michael L. Schwartz, the practice brings four decades of industry experience to guide clients through complex financial decisions, safeguard their assets, and pursue long-term stability.
For entrepreneurs and corporate leaders, Schwartz Financial Services provides strategic advisory solutions to expand business value and organize succession plans. As a Certified Exit Planning Advisor (CEPA®), Michael Schwartz helps business owners structure effective ownership transitions, implement key employee incentive programs, and manage tax efficiency during a sale or retirement.
For individuals and families, the firm delivers customized financial strategies tailored to each stage of life. Services cover portfolio management, retirement cash flow forecasting, risk protection, and estate coordination. By evaluating tax brackets, retirement expenses, and market risk, the firm helps clients maintain purchasing power and build steady retirement income.
Securities and advisory services are offered through Independent Financial Group, LLC (IFG), a Registered Investment Advisor. This independent affiliation ensures clients receive objective, non-proprietary advice while benefiting from multi-state advisory licensing.
Whether you need to exit a business smoothly or prepare your personal wealth for the future, Schwartz Financial Services can help you reach your goals. Contact their office today to schedule a consultation.
Phone: (215) 886-2122
Website: https://schwartzfinancial.com/
