Our Firm

Swan Street Financial is a full-service financial consulting firm dedicated to helping individuals and business owners build wealth and preserve their hard-earned assets.  Our firm is independent, so our loyalty belongs exclusively to you - not to a parent company.

Our independence enables us to establish working relationships with a number of industry-leading firms and insurance providers whose resources we uitlize in creating customized client portfolios.  We recommend only those products and services that can be tailored to suit your unique needs.

If your financial situation is complex, we will work with your attorney, accountant and other trusted advisors to help design and implement strategies.

We are dedicated to developing a lifelong relationship based on honesty, dignity and mutual respect.