Stephen J. Dygos, CFP®, CPWA®

Stephen J. Dygos, CFP®, CPWA®

Founding Principal | CFP® | CPWA®

Stephen Dygos is a Certified Financial Planner™ professional, a Certified Private Wealth Advisor® and a founding principal of SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC. With more than 15 years of industry experience, Stephen has been featured with a variety of media outlets seeking his opinions on markets and investing.

He understands that you save money not just to save, but for goals that are important to you. You work hard for your investments and you deserve someone who can help you make the best financial decisions. Stephen prides himself on being able to help clients with their personal priorities whether it is increasing your chances of retiring when you want, saving for college, or whatever is most important to you. Financial planning starts with knowing you and your current situation and then showing you how simple changes can make noticeable differences. As no two people are the same, neither are their financial plans, situations or goals. With Stephen you’ll get a customized plan to make your money work the hardest it can.

Outside of the office, Stephen enjoys playing violin in local groups and in church, golf, and cooking for his wife, son, daughter, and newborn daughter. 

Fee-Only          NAPFA