Sol Schwartz & Associates is a firm made up of amazing people. We work together to bring our clients financial health, clarity and peace of mind. Our company culture has evolved through the years to more truly reflect the values and aspirations of our team – and our commitment to excellence, integrity and reliability still stands strong.

In order to be a better business partner and employer, Sol Schwartz & Associates places a very strong emphasis in:

  • Contributing to the personal and professional growth of our team
  • Delivering value to our clients
  • Applying the highest ethical standards
  • Leading with innovation
  • Being a responsible neighbor and corporate citizen

We uphold the highest standards and ethics in our business and adhere to the following core values to guide our daily operations, the way we treat our colleagues, co-workers and how we deliver results.


  • We take pride in what we do and what we make possible
  • We deliver what we promise and add value that goes beyond what is expected
  • We develop tailored solutions and put them into practice successfully


  • We uphold the value of integrity in every action undertaken
  • We take personal responsibility for our own actions
  • We apply the highest ethical standards, upholding fairness and openness in all our operations


  • We keep commitments as promised
  • We fulfill our clients’ needs promptly, thoroughly and consistently
  • We proactively seek new ways to improve our clients’ finances so they can focus on running their businesses

We invite you to contact us directly, meet the team, or continue browsing our website to learn more about how we can help your business.