Michael has over 20 years of experience in tax and comprehensive financial planning consulting services.  He is committed to helping his clients determine their objectives, develop a plan, and delivering suitable strategies and solutions to help them achieve their investment and retirement goals.

CPA, MBA, CMA, RICP®

Michael Witzig

Bartt Stevens, AIF®

Bartt has nearly 20 years of experience in municipal and individual financial planning.  His background enables him to focus his practice on corporate and individual retirement plans.  He is committed to helping his clients achieve successful outcomes.

John Witzig

ChFC®, BFA™

John has been a financial advisor since 2008.  He specializes in assisting his clients align their personal values with their financial goals.  He then works with his clients to put objectives into place that are needed to attain their financial needs.

Phil was previously in public accounting for 12 years with RSM US LLP and Heinold Banwart.  He is passionate about helping individuals and small businesses with their financial needs.

CPA, PFS, CFE

Philip Schmidt

Click here to schedule an introductory appointment:

"Discovery Meeting"

Click here to schedule a:

"Regular Review Meeting"

Check out the background of firms and investment professionals on FINRA'S BrokerCheck.  Click the link below:

Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member of FINRA/SIPC.  Advisory services through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.  Witzig Financial Strategies and Cambridge are not affiliated.

Cambridge does not provide tax or legal advice.

This communication is strictly intended for individuals residing in the states of AL, CA, CT, FL, GA, IA, ID, IL, IN, KS, KY, MA, ME, MI, MN, MO, NC, NE, NJ, NY, OH, OR, PA, SC, VA, WI, and TX. No offers may be made or accepted from any resident outside the specific states referenced.