A complete list of active advisors currently associated with Swan Retirement Strategies

Warmer can help you find a great advisor at Swan Retirement Strategies or one who fits your needs even better.

SWAN Retirement Strategies provides investment advisory and financial planning services to individuals and high net worth individuals. Its services include portfolio management and managed account programs, recommendations and allocations across cash, stocks, mutual funds, bonds and annuities, and preparation of written investment strategies. The firm tailors advice to each client’s goals, time horizon and risk tolerance and may manage accounts on a discretionary basis after a signed agreement. SWAN’s stated methods include asset allocation, dollar‑cost averaging, technical analysis and both long‑ and short‑term purchase strategies, and it may use third‑party sub‑advisors or wrap‑fee programs to implement client portfolios. The brochure notes the firm was newly established in July 2024 and currently reports no assets under management, a notable operational detail for a solo independent adviser. The firm’s principal is also a licensed insurance agent who may offer commissionable insurance products (the brochure discloses up to 30% of the principal’s time can be spent on insurance activities) and the firm discloses its supervisory role and potential conflicts when recommending sub‑advisors or insurance solutions.

To learn more about the advisors currently working at Swan Retirement Strategies, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Murrell Winter	Sarasota, FL	8

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