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Since 1987, S. R. Schill & Associates has been helping our clients realize their dreams-- dreams of financial security, sending their children to college and enjoying their retirement. We are a family-run business that provides a full range of wealth management services for individuals and families while placing an emphasis on one-on-one relationships. We make it possible for everyone to have a financial plan prepared by a fee-only fiduciary.

 

Read Bob Toomey's Money Makeover article in Seattle Times January 31, 2021: Young couple’s list of money goals: student debt, a house and tithing

In the News

Read Bob Toomey's latest Mercer Island Reporter Article: What’s up with the real estate market?  Click Here

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Our Process

S. R. Schill & Associates is a family run business with a process that provides a full range of services. Our process is the heart of everything we do and has been since Stanley R. Schill founded the firm over 30 years ago. It encompasses all aspects of acquiring, managing and growing wealth from short and long term strategies that consider all aspects of your financial life to investment advice that's tailored to your personal situation.

 

Videos & Quarterly Review

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Keep Up With Us on Our Blog

Research Director Mid-Quarter Commentary

Stacy Schill |
As part or our research process here at S.R. Schill & Associates, I regularly follow several news sources and publications to stay abreast of news and research that could have an impact on the economy and financial markets. One of these publications is Barron's magazine. This past week's Barron's ran an article about a recent interview with Ed Yardeni, which I believe is significant. Who is Ed Yardeni you might ask? Yardeni is an economist...

S. R. Schill & Associates: Grow your Assets!

Stacy Schill |
It's summer in Seattle! I consider myself a California girl at heart, so these beautiful days in Seattle are my favorites. There is nothing like a Seattle summer, it’s the perfect time to do all the things you never get to do on the dreary cold days we get; things like going swimming or having a picnic or starting a lush garden. In fact, I like to think of what we do at S. R...

Is Gamestop A “Gamechanger” ?

Bob Toomey |
A hot topic with daily traders on Reddit and Robin Hood. How this is highly risky type of market trading is very risky and can affect your retirement and more!