Swm Advisors

SWM Advisors is an SEC registered investment advisory firm serving individuals and corporate 401(k) plans. As a fiduciary, we were founded on the belief that people’s lives will be better if they receive advice that is truly in their best interests. We embrace our responsibility to positively impact our client’s lives and hope, that when all is said and done, they feel their life’s journey is more enriched because our paths have crossed. SWM Advisors, a Pensionmark Associate, is an SEC registered investment advisory firm with $51 billion in AUM as of 12/31/2021. We provide investment advisory and wealth management services to private clients and ERISA 3(38) fiduciary advisory services to 401(k) plans.