Strategic Wealth Designers

Financial Services, Banking services, Financial and insurance services · 51 Employees
Phone Number: info@swdgroup.com
Email Address: info@swdgroup.com
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About
Strategic Wealth Designers is an independent financial planning firm serving Louisville, KY, Denver, CO, Cincinnati, OH, Indianapolis, IN, Lexington, KY and Plainfield, IN. Our certified financial advisors offer fiduciary retirement and wealth management advice. Let us handle all of your retirement planning, financial advising, and investment strategy needs. Founded in 2002 by Matt Dicken, Strategic Wealth Designers (SWD) is an independent financial services firm focused on safer money strategies. Matt founded the firm to fulfill his dream of educating the public on the financial mistakes many stock brokers and advisers convince people to make with their investments. Because SWD is not owned or controlled by other financial institutions, we are free to offer our clients the best products and are not limited by quotas. We pride ourselves as being a independent fiduciary planning firm. SWD investment strategies provide clients with a worry and stress free road to retirement. We are proud to be named on the Inc 5000's fastest private growing companies of 2020. We also are A+ certified by the Better Business Bureau. Learn more what it is like to work for our retirement planning firm by visiting https://SWDgroup.com/Careers We are confident we are unlike any financial planning firm you have seen before!
Year Founded
2002
Social Media
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Industry
Financial Services, Banking services, Financial and insurance services, Business Services, Financial intermediation services, banking, Financial planning consultants, Services to businesses, Financial management consultants and services, Financial services: Leasing and leaseback, Business Financial Services
HQ Location
500 N Hurstbourne Pkwy Louisville, Kentucky, US
Keywords
Financial AdvisingWealth ManagementRetirement PlanningInsuranceHigh-Net Worth StrategiesTax Reduction in RetirementEstate PlanningSocial SecurityFinancial PlanningFinancial Plans
Location
6
  • 500 N Hurstbourne Pkwy Louisville, Kentucky, US
  • 9850 Westpoint Drive Suite 500 Indianapolis, IN 46256, US
  • 4600 S Syracuse St 100 Denver, Colorado 80237, US
  • 2716 Old Rosebud Rd 180 Lexington, Kentucky 40509, US
  • 5181 Natorp Blvd 100 Mason, Ohio 45040, US
  • 2680 E Main St 200 Plainfield, Indiana 46168, US

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