A complete list of active advisors currently associated with Swisher Financial Concepts, Inc.

Warmer can help you find a great advisor at Swisher Financial Concepts, Inc. or one who fits your needs even better.

Swisher Financial Concepts serves individuals (including high‑net‑worth clients), as well as pension and profit‑sharing plans, trusts, estates, charitable organizations and other business entities, providing fee‑based financial planning, individualized investment management (discretionary and non‑discretionary), and pension consulting. The firm also offers implementation services for non‑custodied accounts through a Pontera service aimed at tax‑efficient asset location and opportunistic rebalancing for 401(k)s, HSAs and similar accounts. The firm develops client‑specific investment policies and asset‑allocation targets through interviews that assess goals, risk tolerance and time horizon, then manages portfolios using a blend of fundamental and technical analysis with regular reviews (at least annually) and periodic reporting. Clients may impose investment restrictions, and the firm executes trades through recommended custodians with the option for aggregated (block) trading and fee billing via account debit or invoice. Distinctive for a team advisory firm, Swisher operates an insurance agency and its advisory personnel hold securities registrations that allow them to receive commission‑based compensation for insurance and certain brokerage sales; the brochure discloses these practices and the firm’s conflict‑management procedures. The firm also provides tax preparation services separately from its advisory engagements and emphasizes pension consulting and non‑custodial account implementation tools, features that are less common among similar-sized team firms.

To learn more about the advisors currently working at Swisher Financial Concepts, Inc., 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.