Long Term Relationships Personalized Service Objective Fee-Only Advice Integrated Services Consultative Educational Approach

Who We Are

Our Mission: To be our Clients' trusted advisor, providing sound financial advice and personalized service.

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What We Do

From education to retirement planning and investment management, we coordinate your financial "big picture" so you don’t have to!

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How We Do it

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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A family-owned business founded in 1999, Strategic Wealth Advisors (SWA) provides a personal, coordinated approach to wealth management. Our knowledgeable team will help weave your financial world together by creating a plan that will guide you toward stability and security for many years to come. Personalized service and attention to detail sets us apart from our competition and provides the confidence that your needs are put first. Clients put their trust in SWA because they know our relationship is built for the long-term, not on transactions.

Download a PDF version of our firm brochure below.


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