SCHREINER FINANCIAL SOLUTIONS

Overview

Schreiner Financial Solutions is a single-owner, independent registered investment adviser operating as a sole proprietorship and focused on individual and family clients. The firm's work centers on financial planning and client education; it delivers planning engagements and runs seminars or workshops rather than positioning itself primarily as an asset manager. Billing is handled on an hourly basis rather than via AUM fees or product commissions. The adviser does not identify as an active ESG investor and is not structured as a multi-state or pension consulting practice. FINTRX marks the firm as not being a capital allocator or part of a related-adviser network, which aligns with its client-facing, advisory-and-education emphasis.

Assets & Accounts

Investments & Alternatives

Location & Offices