Why We’re Different
Intentionally Small & Focused on You
Tired of just being another account with an occasional checkup? At Swell Financial, we have intentionally capped the number of households we serve to ensure you get the attention you deserve. Our service includes ongoing investment management, an annual review of your tax return, and two intensive meetings per year to address topics ranging from estate planning, insurance analysis, retirement planning, and more.
We Lead with Planning
Financial planning is a VERB, and that means your plan should move, change, and adapt with your life. Too many financial advisors focus only on investments and pitch financial planning as a way to get the sale. At Swell, we believe your financial plan should be unique to you and is the engine that drives all of your other financial recommendations, like investments, taxes, and estate planning. As your life changes, we’ll make sure to adjust your plan so you can continue living your life. We’ll do the rest!
Fee-Only & Conflict-Free
You’ve hired us to advocate for you, not upsell you. You won’t find commissions, hidden fees, cross-selling, or kickbacks here. Instead, we prioritize your goals and offer completely unbiased financial advice. We pride ourselves on transparency and advocacy.
Tax Planning Included
Not many financial advisors offer tax planning. If they don’t, you may be losing out on opportunities to save money and reach your goals faster. We use industry-leading tax software that helps us analyze your tax returns to look for ways to reduce your taxes and find tax-planning opportunities for your investment accounts. There’s no additional charge for these services…it’s all included in our standard fee.
Unlimited Support Included
In today’s complex financial environment, most people have a lot of financial questions. At Swell Financial, we’re here for you. Whether you have questions about refinancing a mortgage, setting up a health savings account, investing your employer retirement account, or anything else, we’re happy to help. We include this support for no additional charge so you don’t have to worry about getting a surprise bill. It’s all included, so you can feel free to contact us anytime we can assist.