The Schmitt Evancho Wealth Management Group

Our Team

We believe families deserve to feel confident and empowered in their financial lives. We see our role as facilitators of both immediate confidence and long-term generational impact. Our motivation is witnessing clients realize the value we provide and know their futures-and their children's futures-are on solid ground.

We educate and facilitate-empowering clients to understand, not just comply. We take a holistic approach to families, not just transactions. We build strong relationships through clarity and genuine care about outcomes. We help clients see the connection between today's decisions and tomorrow's legacy. 

Our team offers: 

• Customized wealth management and wealth planning
• Generational wealth strategies and education
• Periodic guidance and decision-making support
• Peace of mind through proactive, thoughtful stewardship

We envision a financial advisory firm that transcends generations—a cornerstone institution built on integrity, ethical excellence and genuine family-centered service. Our legacy is measured not only by the financial confidence we help families build, but by the trust we earn, the leaders we develop and the ethical standards we set for our industry. We aspire to be remembered as pioneers who demonstrated that loyalty, honest and competence can coexist with happiness, service and sustained success.

United by our shared values of integrity, competence and service, we lead with honesty and ethics to help families navigate financial decisions with efficiency and excellence. Our mission is to support the happiness and financial well-being of others through loyal, dedicated service

Take the next step

Whether you're a current client who would like to review your portfolio, a prospective client that would like to learn more about our approach, or an advisor who wants to join an industry leader, we want to hear from you. Please click contact us to set up a meeting.

Strength you can trust

Distinguished by a long heritage of financial integrity and unwavering dedication to our clients, RBC has consistently earned high credit ratings.¹

• Moody's Aa1 and A1 / stable⁴
• Standards and Poor AA-² and A³/stable⁴
• Fitch Ratings AA and AA+/ stable⁴

Additionally, RBC has a reputation of strength and stability with a high-quality balance sheet, proactive risk management and a strong liquidity position.

RBC Total Wealth

RBC Total Wealth is a way to view your complete financial picture. See your RBC accounts—along with your accounts at other financial institutions you choose to add—–in one convenient place. Access Total Wealth by selecting "Sign in" above to log into your accounts and then choose "Add External Accounts". It’s a simple and secure way to keep your financial life connected to your everyday life.