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Neuenschwander Asset Management
Neuenschwander Asset Management opened in 2003 as a registered investment advisor in McFarland, Wisconsin. The firm structures itself as an independent,...
Neuenschwander Asset Management
Neuenschwander Asset Management opened in 2003 as a registered investment advisor in McFarland, Wisconsin. The firm structures itself as an independent, fee-only practice that refuses compensation from product recommendations, positioning its advisors as personal CFOs rather than asset gatherers. The client base spans individuals, high-net-worth families, business owners, pension plans, charities, and corporations. The strategy rests on a single, clearly articulated investment philosophy: capture the market's long-term returns through a straightforward, low-cost, evidence-based approach. The firm's website prominently credits Dimensional Fund Advisors and Buckingham Strategic Partners as intellectual anchors, and its blog republishes research from Dimensional Chairman David Booth and Buckingham Chief Research Officer Larry Swedroe. Service delivery weaves together retirement planning, tax management and preparation, estate and trust planning, and investment management — all run through regular plan-review meetings that adjust for life changes rather than market timing. Neuenschwander Asset Management operates from a single office at 4893 Larson Beach Road in McFarland. The firm has not publicly disclosed team size, assets under management, or total deployment. In the absence of published data, the operation signals a tightly held, founder-led advisory practice. The website does not name individual professionals, list adjacent philanthropic or operating vehicles, or reference any outside club memberships. The firm's structural differentiator lies in its refusal to monetize investment selection. While many RIAs blend fee-only fiduciary language with commission-generating insurance or annuity lines, Neuenschwander anchors its entire pitch on a strict no-commission, evidence-based model — a posture that effectively narrows the client base to those who self-select into academic-portfolio discipline.
General information
Firm type
Bank / Wealth / Trust
Year founded
2003
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Mcfarland
Corporate office
4893 Larson Beach Road, McFarland, WI 53558, United States
Frequently asked questions
Is Neuenschwander Asset Management a single family office or a multi-family office?
It is neither. Neuenschwander is structured as a registered investment advisor serving multiple external clients — individuals, high-net-worth families, business owners, pension plans, charities, and corporations — rather than a single-family or multi-family office vehicle.
How is the firm compensated?
The firm explicitly states it is fee-only and never receives compensation for recommending specific investments or products. This removes commission-driven conflicts from the advisory relationship and aligns the firm's revenue with ongoing planning and portfolio management fees.
What investment strategy does Neuenschwander follow?
The firm practices an evidence-based, low-cost investment strategy focused on capturing the market's long-term returns. The website references Dimensional Fund Advisors and Buckingham Strategic Partners as foundational influences, and republishes research by David Booth and Larry Swedroe, suggesting a portfolio construction philosophy rooted in factor-based, index-style investing.
Does the firm offer tax-preparation services or only investment management?
Neuenschwander bundles tax preparation alongside investment management, retirement planning, and estate and trust planning. The firm's website frames this package as a personal-CFO service model designed to coordinate financial decisions across domains rather than manage assets in isolation.
Does Neuenschwander Asset Management participate in fund commitments or direct deals?
There is no public evidence of the firm allocating to private fund commitments, direct co-investments, or deal-by-deal structures. Its website focuses exclusively on public-market portfolio management, retirement planning, and tax services, suggesting a traditional RIA mandate without private-market activity.
How does the firm source its clients?
Client acquisition appears to be entirely direct and community-based, centered on McFarland, Wisconsin. The firm invites prospective clients to request a discovery meeting through its website or by phone, with no indication of institutional marketing, referral networks, or intermediary channels disclosed publicly.
Who runs investment decisions at Neuenschwander Asset Management?
The firm has not named any principals, investment committee members, or portfolio managers on its public-facing materials as of the latest available information. This opacity is consistent with a small, founder-operated RIA that markets relationships rather than individual track records.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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