Noah Schwartz, CFP® is a Managing Partner and leads our firm's planning efforts. Optimal decisions, maximum value, and minimum regret are the core objectives of his process. Drawing from over two decades of experience, education, and research combined with intellectual curiosity around investing and financial planning, Noah provides Magnolia clients with the confidence they deserve in their present decisions, current trajectory, and future destination.

Noah's unwavering commitment to continuous improvement and development drives him to leave no questions unanswered and no stone unturned. His sincere passion for assisting individuals and families has led him to believe that optimal decisions result from a thoughtful blend of financial calculations, strategic planning techniques, and understanding the personal emotions surrounding money. By leveraging his expertise and employing a strategic approach, Noah empowers clients to navigate the intricate landscape of financial planning and investing, ultimately achieving long-term financial success.

Noah completed his undergraduate studies at the Smith School of Business, University of Maryland, College Park, and earned the prestigious CERTIFIED FINANCIAL PLANNER™ designation in 2010, further exemplifying his commitment to professional excellence. Throughout his career, he has held significant roles in the financial services industry at institutions including Salomon Smith Barney, UBS, and Blueprint Financial Strategies, a Registered Investment Adviser firm which he founded in 2016.

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