Swarthmore Financial Services

Swarthmore Financial is a financial planning firm focused on successful individuals, families, and businesses. We coordinate aspects of their financial lives to help them Accumulate Wealth, Reduce Their Tax Liability, and Protect Their Assets. Achieving your financial goals does not always simplify life. In fact, success generally increases the complexity of your financial situation. The greater one’s wealth, the more time and knowledge must be invested to maintain its growth, protection, and ultimate distribution. Swarthmore Financial helps provide strategies… in an independent, objective, and integrated fashion. A key differentiator of our firm is it’s value-based approach. All of our suggestions are sourced through your expectations, goals and relationship to money. Securing one’s financial future requires continuous oversight to provide insightful suggestions and timely execution against an agreed-upon set of financial goals. SFS takes the time to listen to clients and understand their goals. We then structure action steps based on each client’s particular goals and objectives. We then hold annual reviews with our clients to update their strategies.