Stephen Schulmerich, CFP®, AIF®
Personal advice built around your financial life | Fiduciary | Fee-Only
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Serving Clients Nationwide
Personal advice built around your financial life | Fiduciary | Fee-Only
Areas of Focus
- 1031 Exchanges
- Business Owners
- Business Transitions
- Buying a House
- Capital Gains
- Caregiving for Parents
- Cash Flow
- Charitable Remainder Trusts
- Choosing a Financial Advisor
- Compensation Planning
- Conscious Investing
- Corporate Retirement Plans
- Delaware Statutory Trusts
- Direct/Personal Indexing
- Employee Benefits
- Employee Stock Options
- Equity Compensation Options
- Estate Planning
- Family and Money
- Financial Planning
- High Net Worth
- High Net Worth Retirement Planning
- Investing
- Investment Management
- Medicare / IRMAA Planning
- Multi-Generational Wealth
- Real Estate Investing
- Retirement Planning
- Roth Conversion Strategies
- Saving
- Social Security Optimization
- Tax-Efficient Planning
About Stephen Schulmerich, CFP®, AIF®
Hi, I'm Stephen Schulmerich. I'm the Owner and Managing Principal of Schulmerich & Associates Asset Management.I lead our team, serving clients across the country from our Longboat Key, Florida office. I'm a CERTIFIED FINANCIAL PLANNER™ professional and an Accredited Investment Fiduciary (AIF®) through fi360.
My work brings together portfolio management, retirement-income planning, tax-aware decisions, estate considerations and family priorities. Clients receive direct access to an experienced advisor who knows their circumstances and remains accountable for the relationship.
Outside the office, my priority is spending time with family, and I bring that same relationship-first mindset to how I work with clients — many of whom I've come to know personally over the years.
Professional Designations
- Accredited Investment Fiduciary (AIF)
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
- CFP Board
Primary Location
3030 Grand Bay Blvd, Suite 332, Bldg. 3, Longboat Key, FL 34228
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Commissions
- Fee Based
- Hourly Rate
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to get in touch and schedule a free introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Schulmerich & Associates Asset Management
At Schulmerich & Associates Asset Management, we believe that sound financial decisions happen when your investments are deeply connected to the rest of your life. Founded in 1971, our firm has spent more than five decades guiding individuals and families through changing market cycles, shifting tax codes, and major life transitions.As an independent, fee-only Registered Investment Advisor (RIA) based in Longboat Key, Florida, we operate under a strict fiduciary standard. That means our loyalty belongs exclusively to you. We do not sell proprietary products, collect broker commissions, or accept third-party incentives. Our advice is objective, transparent, and designed solely around your goals, risk tolerance, and priorities.
What Defines Our Practice
A Fiduciary Commitment: We sit on the same side of the table as you. Every recommendation—from portfolio construction to tax-aware withdrawal strategies—is driven by what serves your long-term interests best.
Coordinated Wealth Management: We don't view your portfolio in isolation. We integrate investment management with comprehensive retirement projections, tax-aware planning, cash flow modeling, and estate coordination—partnering directly with your CPA and estate attorney when needed.
Living, Dynamic Financial Plans: Every client receives a comprehensive financial plan built on interactive planning technology. We treat your financial plan as an evolving roadmap, continuously revisiting and adjusting it as your life, goals, and circumstances unfold.
Specialized Guidance for Real Estate Transitions: For clients navigating the sale of appreciated investment real estate, we offer guidance on Section 1031 exchanges and evaluate whether fractional ownership via Delaware Statutory Trusts (DSTs) aligns with your broader financial picture.
Direct Access & Personal Attention: You work directly with an experienced, credentialed advisor—led by President and Portfolio Manager Stephen C. Schulmerich, CFP®, AIF®—backed by a dedicated support team that knows you by name and handles day-to-day operations with care.
Whether you are preparing for retirement, managing family wealth, or evaluating a significant liquidity event, our mission is to provide clear stewardship and thoughtful guidance every step of the way.
Investment advisory services are offered through Schulmerich & Associates Asset Management, LLC, a Registered Investment Adviser.
Education
Portland State University, Financial Planning, Business Finance
Hobbies and Interests
- Family
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Couples
- Dual Income Family
- Entrepreneurs
- Families
- Gen X
- Individuals
- Intergenerational Families
- Investors
- Living in Retirement
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Write a Review
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overall rating 0f Stephen Schulmerich, CFP
Schulmerich Associates the best
Schulmerich & associates trusted advisors
Dependable, Safe, and Prevalent Investment advice
Always on top of the global market.
Dependable
Excellent and personalized service
Always there for me.
Stephen Schulmerich is Who You Want Managing Your Money!
The Best
My Lifeline
Warm & Personal
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