Strategic Wealth Designers
Jacob Provart is currently the Director of Financial Planning at Strategic Wealth Designers, where Jacob is an Investment Adviser Representative with Strategic Wealth Investment Group, LLC. Jacob is also a life & health licensed insurance broker with Strategic Wealth Designers, LLC. Prior to their current role, Jacob worked as an Investment Solutions Representative at Fidelity Investments and held various client support roles at Ameriprise Financial Services, Inc. Jacob also has experience as an Agent at Aflac. Jacob attended the University of Minnesota from 2015 to 2018.
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Strategic Wealth Designers
Strategic Wealth Designers is an independent financial planning firm serving Louisville, KY, Denver, CO, Cincinnati, OH, Indianapolis, IN, Lexington, KY and Plainfield, IN. Our certified financial advisors offer fiduciary retirement and wealth management advice. Let us handle all of your retirement planning, financial advising, and investment strategy needs. Founded in 2002 by Matt Dicken, Strategic Wealth Designers (SWD) is an independent financial services firm focused on safer money strategies. Matt founded the firm to fulfill his dream of educating the public on the financial mistakes many stock brokers and advisers convince people to make with their investments. Because SWD is not owned or controlled by other financial institutions, we are free to offer our clients the best products and are not limited by quotas. We pride ourselves as being a independent fiduciary planning firm. SWD investment strategies provide clients with a worry and stress free road to retirement. We are proud to be named on the Inc 5000's fastest private growing companies of 2020. We also are A+ certified by the Better Business Bureau. Learn more what it is like to work for our retirement planning firm by visiting https://SWDgroup.com/Careers We are confident we are unlike any financial planning firm you have seen before!