Financial Planning

We start by listening to your unique needs and goals. Then, together we create and implement a Plan tailored just for you. The Plan becomes your long-term financial roadmap with ongoing adjustments made. Our experience is that those with financial plans become more successful investors because the Plan focuses one’s mind on long-term goals rather than short-term noise.

Global Value Investing With A Focus On The Downside

Newman Schimel practices an investment strategy called Value Investing. The essence of value investing is that a stock is more than a ticker symbol. It is an ownership stake in an actual business. The value investing framework was developed by Benjamin Graham and improved upon by Warren Buffett. The wisdom of Graham and Buffett provide the cornerstone of our investment philosophy.

We believe that what makes Newman Schimel’s investment process unique is a focus on the downside. We understand that investing is emotional. We try to mitigate this by employing strategies to attempt to reduce volatility in our clients’ portfolios. While not assured, striving to achieve this goal helps our clients sleep better at night.


We believe that one of the most important services a trusted financial advisor can provide is to help clients remain disciplined, unemotional, and focused on long-term financial goals. Long-term wealth is built by controlling emotions and avoiding costly mistakes.

The Concierge Service Element

Our clients enjoy a high level of personal attention. Newman Schimel handles the financial chores that you would otherwise need to do on your own thereby allowing you to spend that time on more rewarding endeavors. Examples of these services include helping to save you money on your insurance coverages, interacting with your accountant, handling the paperwork to secure a loan or mortgage, and even helping to find appropriate facilities and services for your aging parents.


Peace of Mind

Knowing that your spouse and children will have a trusted and knowledgeable resource when you are gone.