41: More Than a Number. A Path Forward.

In historical and Biblical context, the number 40 represents a long period of testing and waiting. It rained 40 days and nights. There was 40 years of wandering in the desert. But what matters most, is what happens next – Day 41. 41 represents a new beginning and an intentional fresh start. It represents possibility, progress, and the opportunity to begin anew with purpose. No matter where you are today, at 41 Financial, our goal is to help you discover more freedom to spend time doing what matters most.

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Why Clients Choose Us

Experience & Expertise in Your Corner

What makes us unique is our experience in finance and accounting in addition to years of working with high net worth individuals. We take the time to listen and explain everything in an easy-to-understand way for our clients.

Thoughtful Guidance & Personalized Planning

We’ve created a planning process is designed to align your finances with the life you want to live. We believe true wealth is measured by the freedom to spend time with family, enjoy meaningful experiences, stay healthy, and give generously.

On-Going Support & Strategies that Evolve

Life doesn't stand still, and neither should your financial plan. Through regular reviews and personalized guidance, we'll help you stay on track.

Your Financial Journey Guide

With a background as a former CPA, Scott Schneidermann brings a unique perspective to financial planning and investment management, with a strong understanding of how tax considerations can impact long-term wealth. He works closely with high-net-worth individuals, families and business owners to develop thoughtful, tax-efficient strategies designed around their goals and the life they want to live.

What motivates him most is helping people discover greater financial freedom. By combining technical expertise with a personal, approachable style, he helps clients make confident decisions today while looking ahead to the opportunities and possibilities tomorrow can bring.

Scott Schneidermann

Founder and Wealth Manager, CFP®, ABFP®

Strategic Partners

Fred Sherman

Director, Planning Partners

Lisa Adolphson

Medicare Concierge

Matt Chalberg

Director, Portfolio Partners

Every Great Plan Starts with One Step

The first step toward a more confident financial future is often the simplest: starting a conversation. Together, we'll explore where you are today, where you want to go, and how thoughtful planning can help you get there.

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