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Philip M Schrager, Private Wealth Advisor serving the Miamisburg, OH area - Ameriprise Advisors

Philip M Schrager

Private Wealth Advisor

Beyond Wealth Advisors

An Ameriprise Private Wealth Advisor

36
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 5.0 / 5 rating based on 27 reviews
See disclosures

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Insurance
  • Retirement Plan Distribution
  • Family Finances

Education

  • Bachelor of Science, Financial Services, Wright State University, Fairborn, OH

Awards & recognition

  • Beyond Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2023, 2025-2026
  • Beyond Wealth Advisors, Dayton Business Journal Best Places to Work, 2024
  • Beyond Wealth Advisors, Dayton Business Journal Fast 50 - Top 50 Fastest-Growing Companies,, 2023
  • Ameriprise Circle of Success, 2012-2017
  • Ameriprise Diamond Ring Club, 2010

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Interests

Family life is very important for me, my wife Tamara and my two daughters.

I love playing pickleball and skiing with my family.