Ralph Schroeder, CFP®, CLU®, ChFC®, MS, APMA®, BFA™

Ralph Schroeder, CFP®, CLU®, ChFC®, MS, APMA®, BFA™

Financial Advisor

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
  • Retirement Planning Strategies
  • Saving for Education
  • Small Business
This number may include years as a financial advisor, and/or experience as a registered representative.


  • CLU® Chartered Life Underwriter®
  • ChFC® Chartered Financial Consultant®
  • APMA® Accredited Portfolio Management Advisor℠
  • BFA™ Behavioral Financial Advisor™


  • B.S. 1982 Northern Arizona University. Flagstaff, AZ
  • M.S. 1999, Estate Planning. College for Financial Planning. Denver, CO


  • Golf
  • Photography
  • Hiking
  • Travel

Community participation

  • Past President - The Rotary Club of The Woodlands

Awards & recognition

  • Named to Barron’s® Top 1,200 Financial Advisors, 2014-2021
  • Named to Barron's® Top 1,000 Financial Advisors, 2009-2013
  • Forbes Best-in-State Wealth Advisors, 2019-2021
  • Financial Times 400 Top Financial Advisers, 2015-2018
  • Five Star Wealth Manager, 2012-2018