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!

Retirement

Strategic Wealth Designers

Matthew Dicken

Jerry Chris

Jacob Provart

Justine Segura

Laurin Scaffidi

Ken Dicken

Jordan Schwartz

Dustin Stanley

The Business and Financial Operations team at Strategic Wealth Designers is responsible for overseeing the strategic direction and financial integrity of the firm. The Business Director steers overall business strategy and growth initiatives, while the Financial Reporting Specialist ensures accurate financial analysis and reporting. The Business Development Specialist focuses on identifying and cultivating new business opportunities to drive expansion and client engagement, ensuring the firm's continued success and industry leadership.

Business and Financial Operations

Financial Advisory Team

Administrative Team

Client Services Team

Business and Financial Operations

About

Team members

Other teams at Strategic Wealth Designers

Financial Advisory Team

Administrative Team

Client Services Team