About Us

About Swell Financial

No commissions. No conflicts of interest. No compromises.

Conflict-Free Advice from a Fiduciary 

At Swell Financial, we’re different; by design.  We’re fee-only financial advisors, meaning we’re paid directly by you, the client, not through products or companies.  Deciding to be completely independent, allows us to be agnostic and objective when it comes to the funds we use and the recommendations we make.  As a Registered Investment Advisor, we are committed to acting as your legal fiduciary, meaning we always put your interests first.  This way, you can be confident you’re getting unbiased advice and not a sales pitch.  

The “Right” Experience to Help You Succeed

Along with the right ethics, you want a financial advisor capable of addressing your specific needs and one that specializes in working with clients that share your unique set of financial planning challenges.  At Swell, we work exclusively with folks looking to retire on their own terms within the next 5-10 years. Throughout my career, I’ve had the opportunity to help over 500 families map out their retirement, simplify their investments, and pay less in overall lifetime taxes. 

Service Direct from a CFP® Professional

At Swell Financial, you will always work directly with a CERTIFIED FINANCIAL PLANNER™ professional and nothing less.  In fact, less than 28% of all financial advisors are CFP’s. This certification takes years to earn, requires hundreds of hours worth of studying, and represents the highest standard of excellence in financial planning. CFP® With Swell Financial, you can rest easy knowing your finances will always be looked after by the highest standard of care.