About SFG

About Schuler Financial Group:

Schuler Financial Group has been servicing hundreds of families for more than 30 years. For our firm, comprehensive financial planning begins with an education about the basics:  investments, insurance, what mistakes people make, and our firm's philosophy. We find that many folks do not understand their current plan or, in some cases, have no plan at all. This is why it is imperative that we begin with education.

We conduct quarterly Retirement Income seminars here at the Schuler Seminar Center to educate on these topics regularly. You can find a schedule of these upcoming seminars on our website, Schulerfinancial.com.

You can register for an upcoming seminar by:

  • Accessing our schedule and registering online at schulerfinancial.com
  • Calling our office from 9:00 am to 5:00 pm M-F at 937-399-2700
  • Stopping by our office at 3380 Middle Urbana Rd., Springfield, OH 45502

Following the seminar, you will be provided with an individual consultation, at no cost or obligation, to review your financial goals, discuss how to create a plan to work toward achieving them and analyze what obstacles might stand in your way. Once a comprehensive financial plan has been put in place, we will continue to monitor your progress over the years, making adjustments as your plan dictates to keep you on the path to your goals.

Meet Our Staff:

Danny Marton - Executive Assistant

Danielle Roeser - Office Manager

Kim Wingfield- Client Service Assistant

Chris DeWitt - Chief Financial Officer

Melissa Schuler - Facility Maintenance