Your future. Your goals. Advice for the life you lead

The Schade Team James Donald Schade, Mark Henestofel, Melinda Koehler, Caterina Papadopoulos

The Schade Team




Progress Park Tower
3601 Rigby Road
Suite 500
Miamisburg, OH 45342

Our relationship forms the basis of all of our work together. We don’t make decisions for you – we make them with you. We listen closely when you share your priorities and concerns. Our discussions help us provide guidance so that you can gain control, weigh your next steps and create the right course of action.

It all comes down to delivering advice that is relevant to your life and your financial goals.

“We provide thoughtful advice about the issues you expect to face. And the ones you won’t see coming.”

Protecting those you love—today and tomorrow

How much insurance is enough insurance? If you’re now caring for adult children and aging parents, the costs today can be more than you expected. We’ll work with our insurance specialists to help you determine whether you have the right coverage. We can also recommend strategies that can help protect your nest egg, even if unexpected events occur.*

Planning for long-term care

Health care costs continue to soar. As you get older, meeting these expenses becomes an even greater priority. How will you cover those costs? We can offer a number of solutions that address your concerns about long-term care, income change and longer life. So you can feel more confident about the years ahead, knowing you and your family are prepared.

Create a lasting charitable legacy

Philanthropy can have many dimensions. How and why you give are very personal decisions. Whatever your objectives and the causes you’re passionate about, we can help you explore new and innovative ways to make a positive impact in the world, while creating a meaningful and lasting legacy. We can also work with you and family members to provide education on philanthropy and participation strategies for the next generation.*

Can we provide a better life for our children?

Financing college tuition can be a challenge, but given these escalating costs, you shouldn’t have to choose between your children’s future and other priorities. We can help you meet your funding goals by starting early— the key to building up the financial reserves you’ll need to give your children the jump start in life they deserve.


Access the latest views and financial market coverage

Access the latest views and financial market coverage

Top of the Morning Podcasts

Top of the Morning daily podcasts