Swinehart & Associates Financial Planning & Investments

Welcome to Swinehart & Associates, where we believe that a good understanding of your finances is necessary for a happy life. Our founder, Susan Swinehart, is passionate about helping individuals achieve their financial goals. Whether you're planning for the future, navigating a major life change, or simply looking to better understand your financial options, we're here to provide you with the guidance and personal care you need.

Our Services

We offer a range of services designed to help you outline what's most important and craft a financial strategy around your needs. Our services include financial planning for women, retirement planning, planning for longevity, and more. We're dedicated to helping you achieve your goals and making sure you have a solid financial strategy in place.

Meet Susan Swinehart

As a broker and financial planner, Susan is dedicated to helping her clients achieve financial peace of mind. With years of experience in the industry, she has the knowledge and expertise to help you navigate even the most complex financial situations. Whether you're in the Troy, OH area or elsewhere, Susan is here to help you make the most of your finances.

Our Approach

We believe that a team approach is often the most effective way to help clients with a wide variety of needs. Our team is comprised of individuals with diverse backgrounds, education, and experience, ensuring that you receive well-rounded advice tailored to your unique situation. We're committed to providing you with the personalized attention and care you deserve, so you can feel more empowered to live your best life.

How We Can Help You

If you're looking for a financial advisor who will take the time to understand your unique needs and goals, you've come to the right place. We're here to help you plan for the future, make the most of your current financial situation, and provide you with the tools and resources you need to succeed. Contact us today to learn more about how we can help you achieve your financial dreams.