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Schroeder, Braxton & Vogt wants to improve and simplify your financial life and help you to reach your goals through rational investment management and personal financial planning.

We are a comprehensive, fee-only financial planning and investment advisory firm. We provide objective financial advice. We want to help you understand your finances, overcome uncertainty, and take control as you move confidently toward your goals. You will enjoy personal attention from a trusted advisor who will be on your side, guiding you through the ups and downs of the financial markets and helping you to avoid costly mistakes.

Please use this web site to learn more about us, check on your accounts and investments, perform financial calculations, and learn more about rational investment management. Make sure you check out our latest thoughts on investing, the markets, and financial planning in our "News" section. Go to our "Client Forms" section to take our personal financial risk assessment.

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1412 Sweet Home Road, Suite 7
Amherst, NY  14228
Phone 716-634-6113   Fax 716-810-9445

Schroeder, Braxton & Vogt, Inc. is a registered investment advisor with the Securities & Exchange Commission. You may obtain our latest registration statement on Form ADV by sending an email to invest@sbvfinancial.com or by calling our office at 716-634-6113.

This site is intended only for U.S. residents. It should not be viewed as a solicitation or offer of services in any jurisdiction in which the advisor is not qualified to do business. All rights reserved. Information has been obtained from sources believed to be reliable, but its accuracy and completeness, and the opinions based thereon, are not guaranteed and no responsibility is assumed for errors and omissions or for updating information after publication. Schroeder, Braxton & Vogt Inc. is not responsible for content on other sites accessed through links to this site. Nothing on the site should be deemed as individual investment advice. Consult your personal financial adviser and investment prospectus before making an investment decision. Any performance data published herein are not predictive of future performance.

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