What We Do
We help you find clarity at every point along your financial path. That means being a reliable partner when you're facing difficult decisions and building plans that account for both the best and worst circumstances. Our goal is to get you to a place where you feel confident about where you are and where you're headed so you can focus on what matters most.
Before offering advice, we take the time to understand each client’s full situation—financially, personally, and emotionally—because meaningful planning depends on trust and mutual understanding. Integrity is the foundation of our practice, guiding us to do what is right even when it is difficult. Our clients deserve competence, vigilance, and humility, and we hold ourselves accountable to deeply understand the financial tools we use and represent them accurately. Through disciplined research and thoughtful execution, we deliver solutions tailored to each client’s needs, while never losing sight of the fact that this work is personal.
How We Work
Peter Schnobrich
Founder, Senior Wealth Advisor
I grew up in Dallas in a tight-knit community where the families of retired military officers and airline pilots were our extended family. That environment is what grounded me in the values I still hold. Following his time in the Air Force, my father flew for Southwest Airlines and was a small business owner. Watching my parents navigate this planted the early seeds to understand how each one creates its own unique financial challenge.
After graduating from the Air Force Academy, I spent 21 years in the military. During that time, two things became clear. First, I loved the planning process—taking something messy, giving it structure, preparing for the unexpected, and communicating it in a way that instills confidence. Second, I found a genuine passion in working with people. As an officer and an instructor, I learned it was my responsibility to meet people where they are.
My approach focuses on full-spectrum financial planning because my clients need more than portfolio management—they need an advisor who understands the complexity of their whole financial lives. My goal for each client is to reach a place where their finances feel under control—visible and understood when needed, but not a constant source of stress. That balance is unique for each individual and family, as it should be.
Peter holds his Series 7 and Series 66 licenses and is a Certified Plan Fiduciary Advisor (CPFA).
About Me
I’ve been married for 20 years, and my wife and I have three kids here in Plymouth, Minnesota. My family means everything to me. I’ve lived life as a military officer, a finance executive, and now a business owner. I’ve always chased balance—especially with the people who matter most—which is really why I do what I do. Outside of work, I coach lacrosse and still attempt to play the game without injuring myself. I’m a proudly mediocre golfer and love just about anything outdoors—time on the lake, time in the woods, and, when things get really desperate, even raking leaves or shoveling snow.