Noah Schwartz, CFP®, is a Managing Partner at Magnolia Private Wealth, leading the firm's planning efforts. With over two decades of experience, Noah has built a distinguished reputation for helping clients confidently navigate their financial journeys and achieve exceptional financial outcomes aligned with their priorities and ambitions.

Noah's unique process integrates rigorous financial analysis with thoughtful strategic planning. Recognizing that financial decisions are deeply personal and often emotionally significant, he emphasizes the importance of understanding one's relationship with money when navigating pivotal moments in life and making investment choices. At the forefront of innovations and opportunities emerging from the institutional investment world, Noah brings these cutting-edge solutions directly to the wealth management space. He leverages this expertise to deliver actionable strategies, enabling clients to make informed, tax-aware decisions that can improve both their financial trajectory and investment portfolios.

Noah attended the Smith School of Business at the University of Maryland, College Park, and earned the prestigious CERTIFIED FINANCIAL PLANNER™ designation in 2010. His extensive career includes influential roles at prominent financial institutions such as Salomon Smith Barney and UBS. Driven by a commitment to providing personalized and independent financial advice, Noah founded Blueprint Financial Strategies, a Registered Investment Adviser, in 2016.

At Magnolia, Noah prioritizes guiding clients toward optimal financial decisions, constructing institutional-caliber portfolios, implementing tax-aware solutions to maximize wealth retention, and offering distinctive investment opportunities. This holistic approach, supported by the collaborative expertise and resources of the entire Magnolia team, ensure clients confidently realize their most meaningful financial goals.