Balefire Wealth Welcomes Sarah Schmitz, C(k)P®, AIF®, CEBS®, RPA®, CPFA®, as Senior Corporate Solutions Advisor

One of the industry’s most credentialed retirement plan specialists joins a rapidly growing national RIA built on culture, client experience, and a bold decade-long mission.

DALLAS--(BUSINESS WIRE)--Balefire Wealth, a purpose-driven registered investment adviser serving ultra-high-net-worth families, founders, executives, and institutions nationwide, announced Sarah Schmitz has joined the Balefire Wealth team as a Senior Corporate Solutions Advisor. Schmitz joins from a distinguished career spanning more than 25 years in retirement plan consulting and employee benefits — including senior roles at Principal Financial Group, True North, and Encana Corporation — bringing a 360-degree perspective that few advisors in the country can match.

Among the most extensively credentialed retirement plan advisors in the country, she has spent decades doing the hard work of understanding fiduciary responsibility from every angle — as a consultant, as an employer, and as a trusted partner to plan sponsors. In her new role, she will serve employers, nonprofit organizations, and business owners nationwide, helping them navigate plan design, fiduciary responsibility, and employee financial wellness.

“The firm’s integration across disciplines and genuine focus on long-term impact rather than transactional relationships aligns perfectly with the way I want to work.”
— Sarah Schmitz

The addition of Schmitz reflects what makes Balefire different. At a moment when many firms chase growth at the expense of everything else, Balefire is proving that a national enterprise can scale with intention — ambitious in its decade-long trajectory, unwavering in its commitment to the culture and authentic client relationships that define it.

“Sarah brings rare lived experience, a depth of technical knowledge, and genuine passion for service. She’s exactly the kind of advisor we built Balefire to support.”
— Jason Hester, Managing Partner & Co-CEO, Balefire Wealth

About Balefire Wealth: Balefire is a planning-led SEC Registered Investment Adviser offering integrated wealth management, tax strategy, estate planning, and corporate solutions across the United States. Built on culture, stewardship, and the belief that getting better and getting bigger are not mutually exclusive. Learn more at balefirewealth.com

Important information about the qualifications and business practices of Balefire, LLC that should be considered before becoming a client of Balefire or one of its programs is available in its Form ADV Part 2A substitute Disclosure Brochure which is available at BalefireWealth.com, by calling [phone], or by emailing [e-mail]. Additional information about Balefire, its officers, directors, and advisors is available on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching CRD#168733.