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Strategic Wealth Designers Recognized as one of America’s Fastest-Growing Companies

Strategic Wealth Designers Recognized as one of America’s Fastest-Growing Companies

Strategic Wealth Designers Recognized as one of America’s fastest-growing privately held companies by Inc. Magazine

The announcement comes on the heels of Strategic Wealth Designers going national and appearing weekly on Fox Business. American corporate icons like Intuit, Zappos, Under Armour and Microsoft are among the companies to have first attained national exposure as honorees of the Inc. 5000. Companies qualifying for this honor are all based in the United States, privately held and over the past 3 years have combined to account for the creation of 1 million jobs.

Humble Beginnings

Founder & CEO Matt Dicken started the company in 2002. He says this year’s acknowledgement in the Inc. 5000 is a culmination of years of dedication from countless team members, working to provide a safe and secure investment strategy for all entering retirement.

“We are excited to be recognized by the Inc. Magazine as one of the country’s 5000 fastest growing companies,” Dicken says. “We have never strived to be the biggest independent financial planning firm in the country.  Even so, our unbiased approach to giving our clients the best financial advice they can find has propelled us to the top of our industry.”

Growth Explosion

Dicken began the company as a single producing financial services advisor in Louisville, Kentucky. The firm expanded regionally to Lexington, Kentucky in 2012 and then to Indianapolis, Indiana in 2016. In 2019, the firm expanded again to both Cincinnati, Ohio and Denver, Colorado before taking the necessary steps to provide financial services to clients across the United States in 2020. The company has seen staggering growth over the last 3 years to propel it onto the Inc. 5000 list this year.

Director of New Business, Annalisa Beninate says growth comes from an unrelenting pursuit of greatness from all who work at SWD.  “I thoroughly  enjoy the fast-paced environment that is Strategic Wealth Designers. The team is constantly being challenged to grow, learn and revise processes to provide world class service to our clients,” Beninate says. “ The leadership team has created an atmosphere to motivate each associate to pursue growth and excellence – professionally and personally. I love that our focus is on helping others.”

Working at Strategic Wealth Designers

Events Director Laura Fleenor says joining the exclusive Inc. 5000 list affirms her experience at Strategic Wealth Designers. “Working at the company has been an amazing experience,” Fleenor says.  “I joined the firm in 2016 and we have more than doubled in size since then. Getting to be part of that growth and change has helped shape me professionally, especially strengthening my work ethic. I am so proud to be a part of this company and its growth!”

Providing an experience at every step along the client journey is what makes Strategic Wealth Designers different than its peers in the industry, Chief Marketing Officer Dylan Schoonover says.

“We like to turn the world on it’s axis. If everyone is doing something in our industry the same way, we flip it and do the opposite,” Schoonover says. “An experience is only that if you haven’t seen or done it before. We want our clients and our team members to feel valued and cared for, all while feeling excitement from the life within and outside our office walls.”

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Looking Ahead

Strategic Wealth Designers is committed to the roots that have grown deep in all the communities we serve, and we will continue to pour ourselves into the cities where our clients and team members live. Our continued expansion across the United States will not stop until we reach our goal of being in every state, offering every possible client the opportunity to experience a safe and enjoyable retirement.

Sports teams build dynasties and great companies build lasting legacies. The culture is so engrained in every aspect of the firm that it will extend far beyond the current leaders. Chief Compliance Officer Jason Vander Pol says the framework is in place to serve not just current clients but their children and grandchildren for generations to come.

“During the course of my 25 year career, I’ve had the pleasure of working with some great teams in both large and small companies. But I’ve never been as excited to be part of a team as I am right now.  Matt has assembled an amazing group of people with the entrepreneurial skills and spirit needed to execute his bold vision.  There are great things on the horizon for Strategic Wealth Designers!”

Beyond 2020

The team continues to build on the reputation of being an industry leader. SWD is proud to be accredited and hold an A+ rating with the Better Business Bureau, and now recognized by Inc. 5000! Founder & CEO Matt Dicken says the company is just at the forefront of where the financial planning firm will go in the years ahead.

“We look forward to becoming one of the most reputable companies in America, making a positive impact on our client’s lives, our team members’ careers and in each community we serve,” Dicken says. “If we can be successful in our mission, then we will have the opportunity to be a member of this exclusive list year after year.”

Want to talk with a financial advisor?

Set up a free consultation with one of our fiduciaries.

If would like to learn more about Strategic Wealth Designers or the Inc. 5000 recognition, send an email to Info@SWDgroup.com or call 87-SWD-GROUP (877-934-7687). For media inquiries or speaking engagements regarding Founder & CEO Matt Dicken ask for CMO Dylan Schoonover during your inquiry.

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