Brandon Schneider, CFP®, EA
Comprehensive wealth guidance, built around your life | Flat-Fee | Independent
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Serving Clients Nationwide
Comprehensive wealth guidance, built around your life | Flat-Fee | Independent
Areas of Focus
- Estate Planning
- Financial Life Planning
- Insurance
- Investment Management
- Retirement Planning
- Taxes
About Brandon Schneider, CFP®, EA
Hi, I'm Brandon Schneider. I have been in the financial services industry for over 15 years. I view my role as a trusted advisor and planner as less of a day job and more of a calling.My career before founding Deliberate Wealth includes nearly a decade at a regional bank and the last 4+ years at a major brokerage firm.
I believe setting clear expectations and effective communication are non-negotiable. While I am proud of the many accomplishments and recognitions I’ve received in my career, my greatest professional satisfaction comes from truly making an impact in the lives of my clients. I focus on caring deeply and listening well.
I have no shortage of excitement at home. I met my beautiful wife, Anna-Layne, while we were both in undergrad at Clemson University. Go Tigers! We have 5 energetic children and our lovable mutt, Bowman.
Beyond my home life, my family and I are deeply involved in our local church community. My faith is the foundation of everything I do, serving as the primary compass for how I live, work, and lead my family.
I enjoy being active. I call myself a "persistent recreational athlete," which means I'm not in danger of going pro in sports, but I love playing them! I love to be outside and on the water with my family when the weather is warm.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Enrolled Agent (EA)
Affiliations
- XY Planning Network
Primary Location
106 York Way Suite 102, Advance, NC 27006
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
What to expect in the first meeting
Click the 'Book Intro Call' button above and let's have an honest conversation about your financial life. No pressure, no jargon — just a straightforward discussion about where you are and where you want to go. I look forward to speaking with you.Offers Investment Management
Yes
About Deliberate Wealth
At Deliberate Wealth, we simplify the complex so the people you love, and the life you've built, always come first.We partner with you for the long-term to help you with all things money. We ensure your money aligns with your values and your dreams become a reality.
Our Mission
We help you stop worrying about money so you can start building a life that truly matters. Our goal is to give you the clear guidance you need to live the life of your dreams, while also helping you leave a legacy that will last for generations.
Our Approach
Long-term guidance across planning, investing, taxes, and protection tailored to your values, your family, and your future.
Deliberate Wealth was founded on a simple belief: the focus should always be on the client, not the company. Most firms chase more clients, higher revenue. We intentionally serve a select number of families so we can go deeper, plan better, and be genuinely present when it matters.
We are independent and flat-fee, which means we answer to you — not shareholders, not quotas, not commission structures. Our only goal is to provide clear, lasting value for the families we serve.
✔️ Independent
We answer to our clients, not a parent company, not shareholders. Every recommendation is made with your best interest as the only consideration.
✔️ Flat-Fee
You know exactly what you're paying and what you're getting. No hidden fees and no commissions. Transparency is key to all that we do.
✔️ Tax-Focused
Your tax bill is likely one of your largest expenses. We treat tax planning as an ongoing, proactive discipline — not an annual afterthought.
✔️ Boutique
Fewer clients means deeper relationships. We intentionally limit our practice so every family receives the attention they deserve.
Core Values
Deliberate Wealth was founded out of my desire to help serve successful, values-focused families. Deliberate Wealth is an independent, flat-fee firm with a focus on helping clients define how much is enough. We strive to help clients transcend from success to significance.
Education
The University of Texas at Dallas, Master of Business Administration (M.B.A.), Finance, General | Clemson University, Bachelor of Science, Economics
Hobbies and Interests
- Church
- Family
- Sports
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- Dual Income Family
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
- Parents
- Young Families
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