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Strategic Wealth Designers

Louisville, United States (US) · Finance and Banking

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Verified by Enterprise League

Data quality

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Last verified

Apr 2026

Strategic Wealth Designers is a Finance and Banking company based in Louisville, United States (US), founded in 2002, with 50-100 employees. Strategic Wealth Designers's profile is verified on Enterprise League.

Overview

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 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!

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Contact Details

info@swdgroup.com

Louisville, United States (US), 500 N Hurstbourne Pkwy

+14

Founded

2002

Employees

50-100

Keywords

#high-net worth strategies

#tax reduction in retirement

#estate planning

#social security

#financial advising

#401k rollovers

#dormant 401k's

#financial planning

#medicare

#insurance

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