Planning Tailored to you.
We help our clients understand a plan that is specific to their needs and work with them to make changes as life happens.
Eric Schoonover - Founder and Financial Advisor
I started Schooner Wealth Management because I wanted to create the kind of financial planning firm I would want for my own family—independent, personal, and focused on doing what is right for each client.
After more than a decade in the financial services industry, working with firms including J.P. Morgan Chase, Corebridge, and Edward Jones, I saw firsthand how complicated retirement planning can become. I wanted to build a firm where clients could receive straightforward guidance across the areas that matter most in retirement—income, Social Security, taxes, investments, and legacy planning.
Schooner Wealth Management was created with a simple purpose: to help families navigate retirement with greater clarity, confidence, and a plan they can trust.