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VerifiedFinancial Services· Founded 2002

Strategic Wealth Designers

Strategic Wealth Designers is an independent financial planning firm with locations nationwide. 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 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!

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HeadquartersLouisville, United StatesEmployees100(51 to 200)Annual revenue$1M to <$10MFounded year2002Websiteswdgroup.comLinkedIn profileLinkedIn

Verified contacts

102

available on Kipplo

LinkedIn employees

100

51 to 200 range

Open roles

no listings

Distinct roles

51

indexed titles

Tech stack

3

tools in use

Monthly traffic

316

organic / mo

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Top roles at Strategic Wealth Designers

51 distinct titles indexed · top 10 shown.

  • 11financial advisor
  • 5marketing coordinator
  • 4administrative coordinator
  • 4event coordinator
  • 3event administrative coordinator
  • 3lead financial advisor
  • 2administrative assistant
  • 2client onboarding specialist
  • 2compliance associate
  • 2creative media & public speaker
  • +41more titles

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