Michael Schneider
Michael Schneider is a Managing Director, Partner and Wealth Adviser with The Lerner Group, where he has been helping families navigate complex financial decisions since 2012. With a focus on holistic wealth management, Michael works closely with clients to align financial planning, estate strategies and investment decisions with their long-term goals and values.
He is an active member of The Lerner Group's Investment Research Committee and serves as the firm's in-house specialist on alternative investments. As a regular contributor to the firm's "Wealth Approach" blog, Michael explores the intersection of family dynamics and financial planning, emphasizing the importance of communication and education in preserving wealth across generations.
Michael holds a BA in Economics from the University of Illinois at Urbana-Champaign and an MBA from Northwestern University's Kellogg School of Management. He maintains FINRA Series 7 and 66 licenses.
Phone: 847.282.4143 | Email: lernergroup@hightoweradvisors.com | Website: lerner.hightoweradvisors.com
Latest articles by Michael Schneider
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Holidays Are a Rich Time for Parents and Young Adults to Talk Money
The most productive family financial conversations start with open-ended questions and a lot of listening. Don't let this opportunity pass you by.
By Michael Schneider
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I'm a Wealth Adviser: This Is How to Prevent Your Heirs From Frittering Away the Family Fortune
To prevent family wealth from being eroded down the line, younger generations must be treated as active stewards of a legacy rather than passive heirs.
By Michael Schneider
