Swisher Financial Concepts, Inc.
Overview
Swisher Financial Concepts, Inc. is a financial advisory firm based in Westerville, Ohio, specializing in providing personalized financial planning and investment management solutions to individuals and families. The firm offers a range of services, including retirement, estate, tax, and insurance planning, as well as debt and investment management. Swisher Financial Concepts operates in the United States. The firm's investment approach is client-centric, focusing on effective communication, trust-building, and delivering ideas in an easy-to-understand format. They offer both discretionary and non-discretionary investment management services, with annual advisory fees ranging from 1.00% to 0.40% based on the account value. Clients may impose reasonable restrictions on investing, and the firm primarily uses fundamental and technical analysis in its investment strategies. As of December 31, 2024, Swisher Financial Concepts, Inc. managed over $154 million on a discretionary basis and $102 million on a non-discretionary basis. The firm maintains a fiduciary duty to act in the best interest of clients and does not receive any economic benefits from third parties for advice rendered to clients. Clients are responsible for voting proxies and acting on corporate actions related to their investment assets. The firm does not vote client securities proxies.
Investment Focus
- Open to clients in the United States
- Both accredited and non-accredited investors accepted
- No minimum account size requirement for investment management services
Portfolio Companies
Get the full list of 54,000+ investors
Swisher Financial Concepts, Inc. and every other firm and angel in the database — as one spreadsheet you keep.
$19one-time payment · no subscription- All 54,000+ investors — VC firms, private equity, family offices and angels
- The key person to contact at each one, with their job title
- Their work email address
- Their phone number
- Their LinkedIn profile
- Delivered as a single .xlsx file — download it as many times as you like
Every profile on this site is one row of the file, with the contact details masked — browse a few before you buy.
Frequently asked questions about Swisher Financial Concepts, Inc.
What sectors does Swisher Financial Concepts, Inc. invest in?
Swisher Financial Concepts, Inc. invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in Westerville, Ohio, United States. Swisher Financial Concepts, Inc. is listed as a other in the ConnectSafely investor database.
What stage does Swisher Financial Concepts, Inc. invest at?
Swisher Financial Concepts, Inc. backs companies at Seed, Early Stage, Series A, Series B, Growth and Late Stage, writing cheques of 1M - 50M.
Which regions does Swisher Financial Concepts, Inc. invest in?
Swisher Financial Concepts, Inc. invests across United States.
Who are the partners at Swisher Financial Concepts, Inc.?
Team members listed for Swisher Financial Concepts, Inc. include Dan Wolford (President/Owner) and Zachary Kountz (Vice President).
What companies has Swisher Financial Concepts, Inc. invested in?
Swisher Financial Concepts, Inc.'s portfolio includes Apple, Microsoft, Amazon, Facebook, Johnson & Johnson, ExxonMobil, Pfizer and Google.
How do I contact Swisher Financial Concepts, Inc.?
Swisher Financial Concepts, Inc.'s contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
