About

Michael S. Schwartz, CFP®, AEP®

Chief Executive Officer & President

Michael Schwartz, CFP®, AEP® is the founder, Chief Executive Officer and a Wealth Management Advisor of Magnus Financial Group LLC (“Magnus”) based in New York, NY. Michael began his career in finance over 20 years ago and during that time his unique skill set has been recognized nationally as a premier wealth management advisor in the financial services industry. Michael helps his clients, including high net worth individuals and closely held businesses, achieve their goals and objectives related to wealth accumulation, protection and distribution by applying a special blend of knowledge, experience and skill.

In 2019, Michael was named to FORBES’ Best-in-State Wealth Advisors list. Magnus was also recognized by Financial Times, having been selected to their FT 300 Registered Investment Advisers list. Since its inception in 2017, Magnus has over 15 employees including six financial advisors. Prior to founding Magnus, Michael was a partner and wealth management advisor with Pioneer Financial at Northwestern Mutual’s Park Avenue Office. While there, he achieved various professional honors and was recognized for his consistent top-level performance. In 2017, Michael was named to the Top 400 Financial Adviser List by Financial Times. In 2016 - 2017, Michael served as one of two exclusive financial planners to the NFL Alumni Association and its members of current athletes, former players, coaches and employees. In 2014, Michael was the youngest advisor in Northwestern Mutual’s 150+ year history to achieve the “Double-Million” Club where he originated over $1M in insurance premium and $1M in investment production in a single year. Michael repeated the “Double-Million” in both 2015 and 2016. He was sought after to speak at company forums sharing his experiences on building and sustaining a comprehensive financial security practice.

Michael is a contributing author for Forbes Finance Council. His industry accomplishments have been displayed online by Bloomberg, Businessweek, Fortune, Money, Reuters, Seeking Alpha, The Wall Street Journal’s – Market Watch, Yahoo Finance and Worth.

Michael earned his Bachelor of Science in Economics along with a minor in English while attending Fairfield University. While there, he was a student-athlete playing Varsity Baseball all four years competing at a Division I Level. His commitment to higher learning has allowed him to not only differentiate himself from his peers but significantly advance his competency, knowledge and skill set. He holds the CERTIFIED FINANCIAL PLANNER™ professional certification, the Accredited Estate Planner® designation, his Life/Health Insurance licenses and previously maintained securities Series 6, 7, 63, 66 registrations.

Michael has a passion for charities focused on children, veterans and athletics. He is a Chapter Board Member of the Positive Coaching Alliance (PCA). PCA develops “better athletes, better people” through resources for youth and high school sports coaches, parents, administrators and student-athletes. He has donated to the following public charities: Alex’s Lemonade Stand Foundation, Autism Speaks, Challenged Athletes Foundation (CAF), Intrepid Fallen Heroes, Michael J. Fox Foundation, National MS Foundation, Pan-Mass Challenge, Save the Children US, The Life Raft Group and the St. Baldrick’s Foundation.

CFP Certificate

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Securities offered through Charles Schwab & Co., Inc. Member FINRA/SIPC.
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280 Park Avenue, 25th Floor West, New York, NY 10017 | Phone: 800-339-1367 | Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

Active clients will receive account statements directly from their qualified custodian at least quarterly. Statements should detail all transactions during the period. If you have any questions or are not receiving account statements at least quarterly, please contact us. If at any time you experience any changes in your investment objectives or risk tolerance, please contact us to determine if changes to your investment elections are necessary.

This website is provided by Magnus Financial Group LLC (“Magnus” or the “Firm”) for informational purposes only. Investing involves the risk of loss and investors should be prepared to bear potential losses. Past performance may not be indicative of future results and may be impacted by events and economic conditions that will not prevail in the future. No portion of this commentary is to be construed as a solicitation to buy or sell a security or the provision of personalized investment, tax or legal advice. Certain information contained herein this is derived from sources that Magnus believes to be reliable; however, the Firm does not guarantee the accuracy or timeliness of such information and assumes no liability for any resulting damages.

Magnus is an SEC registered investment adviser that maintains a principal place of business in New York. The Firm may only transact in those states which our notice is filed or qualifies for a corresponding exemption from such requirements. View Magnus Privacy Notice for more details. For information about Magnus’s registration status and business operations, please consult the Firm’s Form ADV disclosure documents, the most recent versions of which are available on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov

Michael S. Schwartz is primarily licensed in New York and may be licensed in other states. AR License # 444300, CA License # 0H02771

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements

Regarding client privacy, please view the following Magnus Privacy Notice