David Schumacher

As a partner at Abacus Wealth Management, we train our advisors to focus on lifestyle financial planning. That is how we get to a deeper level with our clients and can help ensure their financial success.

“If you don’t know where you're going, then any road will get you there.”

What does this statement mean to you? When it comes to financial independence, one needs to have a plan, in order to get there. Getting to "any place" probably isn’t that exciting for you. And taking "any road", just sounds like a lot of work, or worse, wasted effort.

That’s where a good financial planner can help. Over the last 19 years in this business, David has learned the techniques and knowledge to navigate these precarious markets. He understands what makes a good product, and what makes a great product. David teaches his clients the knowledge in order to make better financial decisions going forward.

What’s your financial plan?

“I was once told “High tide raises all boats.” I interpreted that statement to mean its not the bull markets that make a great advisor, it’s the bear markets that truly test your strengths. Having advised my clients through two major bear markets, I truly believe it has made me a much stronger and more valuable advisor to my clients."

Thanks for taking the time to read my bio. I look forward to connecting with you.