About Skinner, Copper & Ehmen Wealth Management, LLC
<p>Retirement plan and wealth management guidance is the focus at this registered investment advisor in Springfield, serving employers and families across central Illinois and the greater Springfield area. Skinner, Copper & Ehmen Wealth Management, LLC has been in business for over 25 years and reports $0.6B in assets under management (2026).</p> <p>For workplace retirement plans, the firm works as a <a href="/plan-advisors">plan advisor</a> in a 3(21) fiduciary role, providing investment advice while the plan sponsor retains final decision-making authority. This structure can fit organizations that want documented guidance on selecting and monitoring investments without fully delegating discretion.</p> <p>On the personal side, the team helps individuals, families, business owners, young professionals, and retirees with financial planning and ongoing portfolio work. Typical topics include retirement cash-flow planning, risk review, estate planning, and planning around life transitions such as career changes and college funding.</p> <p>What sets the firm apart is its mix of employer plan support and day-to-day planning topics that clients often need alongside investments.</p> <ul> <li>3(21) fiduciary investment advice for retirement plans</li> <li>Retirement cash-flow planning</li> <li>Portfolio management and risk assessment</li> <li>Estate planning coordination</li> <li>Budgeting, debt and student-loan strategies, and major purchase planning</li> </ul>
Website: https://scewealth.com
Office Locations
- Springfield, IL (Headquarters)
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $624.0M