My approach

What you can expect when you work with me

At Schroeder Wealth Advisors, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Areas of focus

  • Estate Planning Strategies
  • Tax Planning Strategies
  • Retirement Planning Strategies

YEARS OF EXPERIENCE

This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Certified Financial Planner™ Practitioner CFP®
  • Accredited Portfolio Management Advisor℠ APMA®
  • Chartered Retirement Planning Counselor CRPC® 

Education

  • Texas Tech University
  • 2015-2018 Bachelor's in Personal Financial Planning

Meet Clayton 

Driven by a deep-seated passion for guiding others towards positive change, Clayton is dedicated to empowering individuals and families to achieve their financial goals. With a keen understanding that financial security is key to unlocking life's potential, he strives to provide personalized guidance and support to clients on their journey towards financial freedom.

As graduate of Texas Tech University's prestigious Personal Financial Planning program, Clayton brings a wealth of knowledge and expertise to the table. Recognized as one of the top-rated Financial Planning programs in the country, he honed his skills in financial analysis, wealth management, and strategic planning during his time at Texas Tech.

As a trusted financial advisor, and licensed CFP, Clayton believes in the transformative power of financial planning and prudent decision-making. Whether it's creating a comprehensive retirement strategy, managing investments, or planning for major life events, he is committed to helping clients navigate the complexities of the financial landscape with confidence and clarity.

Beyond the realm of finance, Clayton finds joy in exploring the great outdoors, often traveling and hiking with his wife, Kristina. These experiences not only serve as moments of relaxation and rejuvenation but also reinforce his belief in the importance of balance and enjoying life's journey alongside financial success.