Schooner Financial Associates

Welcome To Schooner Financial Associates.
Schooner Financial Associates is a privately owned independent boutique financial services firm nestled in the shadows of the McDowell Mountains in the foothills of Scottsdale, AZ.

Schooner Financial was founded in 1993 on the belief that a comprehensive financial plan should consider the unique financial goals of each client, and that clients deserve consistent financial advice and impeccable service and communication from their advisor over decades of time, not days or weeks.

The seas of the financial world can be complex and confusing in the best of times. It is the mission of Schooner Financial Associates to “Navigate Your Financial Future” through all conditions to the port of financial freedom.
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.

Our Services
All securities and investment products are offered through Geneos Wealth Management, Inc. Geneos offers only non-proprietary products that are selected by the firm's Due Diligence department, providing our clients objective and unbiased options.

Investments
  • General Securities  
  • Fixed Income Securities  
  • Mutual Funds 
  • UITs 
  • Variable Life Insurance and Annuities  • Limited Partnerships (Primarily publicly registered) 
  • Fixed Life Insurance and Annuities  • Third Party Money Management Services  
  • Wrap Accounts

Insurances
  • Life  
  • Health  
  • Disability  
  • Long Term Care  

We offer professional investment advice, innovative investment products and advanced technology to help our clients meet their personal financial goals and objectives.