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100 West Road - Suite 410
Towson, Maryland 21204
410.321.7706

 

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Our Alliances

Schiff & Associates, LLC
Schiff & Associates, LLC is a CPA and management consultant firm specializing in the dental field.

Dimensional Fund Advisors (DFA)
Our passive asset class investment approach is translated by Dimensional Fund Advisors into an array of mutual funds, each of which is rigorously designed to capture a particular "dimension" or asset class within a globally diversified portfolio.

BAM Advisor Services (BAM)
BAM Advisor Services, LLC serves as the back office support to Schiff Wealth Advisors. They offer a breadth of outstanding operational, training and consulting services designed to complement the talents of mature advisor firms, enabling Schiff Wealth Advisors to focus the majority of their resources on providing expert investment advice, high-quality financial solutions and excellent client service.

Schwab Investments
Schwab Investments is custodian to accounts we manage on your behalf.

Retirement Plan Providers
To assist us in delivering high-service, low-cost retirement plan management guided by our prudent investment philosophy, Schiff Wealth Advisors has allied itself with a collection of retirement plan providers, each of whom offer quality administration based on the latest technological innovations in their industry. Our current alliances include:

  - Coastal Pension Services

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