Swisher Financial Concepts, Inc.

Overview

Swisher Financial Concepts, Inc. is an independent, SEC‑registered Registered Investment Advisor that serves individual and family clients. The firm is organized as a corporation and is owned by an individual. Its advisory scope centers on financial planning, portfolio management for individuals and small businesses, and pension consulting. Beyond investment advice, the firm also operates as an insurance broker and provides accounting services. The firm uses multiple fee arrangements — percentage of AUM, hourly fees, fixed fees and commissions — which suggests a mix of ongoing advisory relationships and transactional or project work. Swisher Financial Concepts is not described as a capital allocator and does not identify as an active ESG investor or a multi‑state adviser in the provided data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices