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Cima Peter Schwartz

Long-term focused financial advisor - Be the turtle, not the hare

Peter Schwartz, CIMA, is a dedicated investment advisor who combines time-tested financial science with individual circumstances to craft tailored strategies for clients.

As a Director in Wealth Management and Partner at Aspiriant, Peter thrives on the psychological aspect of his service, ensuring clients make informed financial decisions that align with their long-term goals.

Beyond his role at Aspiriant, Peter is actively engaged in his community, serving as the President of the Pur-DU Educational Foundation and contributing to the International Game Fish Association's Professionals Committee.

Peter holds a bachelor's degree in Financial Planning and Counseling from Purdue University and is a Certified Investment Management Analyst® professional, showing his commitment to excellence in the field.

With a wealth of experience and a passion for financial education, Peter Schwartz is a trusted advisor who fosters lasting relationships built on thoughtful planning and stewardship across generations.

Cima Peter Schwartz
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Location

Cincinnati, Ohio, United States