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Christopher Schuch

Advisor at Mariner

Updated today

Location

Berwyn, PA 19312

Credentials

CFP®, Series 63, Series 65

Industry experience

15 years

About

Christopher Schuch is a CFP® professional with 15 years of experience in wealth management. He has worked at Mariner Wealth Advisors since 2021 and previously spent nine years at CliftonLarsonAllen Wealth Advisors, LLC. Outside of his advisory role, Schuch serves as a board member for the Avon Grove Wildcats Girls Lacrosse nonprofit and coaches a youth lacrosse team with True Lacrosse, LLC. Mariner Wealth is a large, multi-advisor firm serving individuals, pension plans, trusts, charitable organizations, and corporations. The firm offers comprehensive wealth management services including investment management, financial planning, retirement plan consulting, tax services, and family office administration, supported by a national platform of over 800 advisors and approximately $98.6 billion in assets under management.

Client services

Based on Mariner

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Family office services

Expertise

Based on Mariner

Private / alternative investments Options & derivatives strategies

Occupation focus

Based on Mariner

Founder/Business Owner Executive

Demographic focus

Based on Mariner

Values-based investing SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)

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Fee options

Fixed

Fixed fees charged for financial planning and consulting services and tax preparation services

Percentage

$0 - $1,000,000: 1.25% $1,000,000 - $5,000,000: 1.00% $5,000,000 - $10,000,000: 0.80% $10,000,000+: 0.60%

Commissions

Certain advisory personnel licensed insurance agents receive separate commission-based compensation on insurance products

Project-based

Hourly rates charged for financial planning and consulting services, tax compliance and consulting services

Other

Account minimum: $100,000 Minimum fee: Non-refundable minimum quarterly fee of $1,875 Fee-only: Financial planning and consulting fees billed as fixed fees, hourly rates, or up to 0.25% annually; tax compliance and consulting fees billed as fixed fees, hourly rates, or up to 0.25% annually; variable fees depending on services

Location

1055 Westlakes Dr, 3 Rd Fl

Berwyn, PA 19312

Most active in

Maryland · Pennsylvania · Virginia

Work history

Mariner wealth Advisors

2021 - Present (5 years)

CliftonLarsonAllen Wealth Advisors, LLC

2012 - 2021 (9 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

James L

CFP®, CFA®

Wilmington, DE

Stratfi

I'm Delaware's only professional futurist and the founder of StratFI, a boutique investment advisory firm focused on "What happens next?" Prior to starting my own firm, I served as lead portfolio manager for a multi-family office serving inherited wealth clients. At the start of my career in 1991, I was a financial planner for what is now Ameriprise.

Active portfolio management Options & derivatives strategies ESG / Sustainable investing Wealth management
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Beth D

CFP®, Series 63

Malvern, PA

Plumtree Financial Planning

Beth Dandrea is a Certified Financial Planner® with 12 years of industry experience. She is the sole advisor at Plumtree Financial Planning and has operated her own financial planning practice since 2007. Plumtree Financial Planning provides comprehensive financial planning and portfolio management services to individuals and families, focusing on long-term, tailored strategies that incorporate budgeting, tax planning, life insurance, and estate planning. The firm offers both ongoing and project-based advice, maintaining a fee-only model without custody of client assets.

General tax planning General estate planning guidance Cash flow / budgeting
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John N

Series 66

West Chester, PA

Stone Loft Wealth Management LLC

John Neal is a financial advisor at Stone Loft Wealth Management LLC with 19 years of industry experience. He holds the Series 66 designation and previously worked at The Vanguard Group and UBS Financial Services. Stone Loft Wealth Management is an independent advisory firm serving high-net-worth individuals, trusts, estates, and businesses. The firm offers discretionary wealth management and financial planning, focusing on portfolio construction with low-cost mutual funds and ETFs, combining fundamental and technical analysis within a long-term investment framework.

Wealth management Passive / index investing Active portfolio management

Ben S

CFP®

Malvern, PA

Ketwich Capital LLC

Ben is the founder of Ketwich Capital LLC ("Ket-Cap") which serves the financial and investment needs of professionals and families. Ben is a CERTIFIED FINANCIAL PLANNER™ and a Certified Kingdom Advisor®. Prior to founding Ket-Cap in 2017, Ben spent a decade working on Wall Street at UBS and Neuberger Berman. As an equity analyst in 2008, he had a front-row seat to the housing bubble burst and the collapse of the global economy. This experience taught him the dangers of financial salesmanship (mortgages in this case) and the pitfall wealth can bring when there is no plan or purpose. Ben is passionate about helping others become secure, content, and generous in their wealth. Ben has facilitated financial courses including Financial Peace University, Charting Your Legacy, and the Journey of Generosity (Generous Giving). In his personal time, Ben can be found either outside with his wife and two young children or building something around the house. He is an avid reader of books related to money, history, and theology.

Charitable giving & philanthropy Wealth management Intergenerational Families Parents Married/Couples/Partners
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Albert D

ChFC®, Series 63, Series 65

Wayne, PA

Vantage Advisors, LLC

Albert Dalby is a financial advisor with Vantage Advisors, LLC in Wayne, PA, holding the ChFC® designation and Series 63 and 65 licenses. He has 33 years of industry experience, including 23 years at Vanguard before joining Vantage Advisors in 2019. Vantage Advisors provides financial planning and consulting services to individuals, high-net-worth clients, trusts, small business owners, employer-sponsored retirement plans, and nonprofit foundations. The firm utilizes fundamental analysis, modern portfolio theory, and quantitative techniques to develop long-term investment strategies and offers advising on an hourly basis without discretionary trading authority or performance-based fees.

General retirement planning Founder/Business Owner
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Eric T

Series 65

Wayne, PA

Acadia Investment Advisors LLC

Eric Tornoe is a financial advisor at Acadia Investment Advisors LLC with six years of industry experience. He holds a Series 65 designation and previously worked at Pfizer Inc. for 26 years before joining Acadia in 2019. His background also includes a brief tenure at Randstat Sourcing in 2019. Acadia Investment Advisors provides discretionary portfolio management to individual and high-net-worth clients, focusing on a small and concentrated client roster. The firm employs a blend of cyclical, fundamental, and quantitative analysis across equity-focused portfolios, using a variety of long-term, short-term, and options strategies.

Options & derivatives strategies Active portfolio management
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