About
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.
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.
Tax focused
One of the biggest bills for most people is their tax bill, yet it's an area most have little to no knowledge about, that's why we exist!
Boutique
We intentionally serve a select number of families, less clients equals deeper relationships and more impactful planning
Founder and Financial Planner
Brandon Schneider
MBA, CFP®, EA
Brandon has been in the financial services industry for over 15 years. He views his role as a trusted advisor and planner as less of a day job and more of a calling. His career before founding Deliberate Wealth includes nearly a decade at a regional bank and the last 4+ years at a major brokerage firm. Brandon believes setting clear expectations and effective communication are non-negotiable. While Brandon is proud of the many accomplishments and recognitions he’s received in his career, his greatest professional satisfaction comes from truly making an impact in the lives of his clients. He focuses on caring deeply and listening well.
Brandon has no shortage of excitement at home. He met his beautiful wife, Anna-Layne, while they were both in undergrad at Clemson University. Go Tigers! They have 5 energetic children and their loveable mutt, Bowman. Beyond his home life, he and his family are deeply involved in their local church community. His faith is the foundation of everything he does, serving as the primary compass for how he lives, works, and leads his family. Brandon enjoys being active. He calls himself a "persistent recreational athlete," which means he's not in danger of going pro in sports, but loves playing them! He loves to be outside and on the water with his family when the weather is warm.
Core Values
We exist to help you simplify your finances and align your wealth with your values
Deliberate Wealth was founded out of Brandon's 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.
Core Value 01
Simple
No jargon needed, we want to help you have a clear understanding of your finances
Core Value 02
Joyful
This is not a day job, it’s a passion. We want all parties to enjoy and have fun in our interactions. Life is short!
Core Value 03
Transparent
We are independent and flat-fee for a reason, we believe clients have the right to be informed and aware of all key information
Core Value 04
Candor
We speak the truth plainly for your benefit, no corporate fluff. We will shoot you straight.