Our Past. Your Future.

The exciting history of Strategic Wealth Designers

Strategic Wealth Designers (SWD) was founded in Louisville, KY by Matt Dicken in 2002 with the goal of helping retirees and pre-retirees secure their financial future. Our “safer money” approach to investing coupled with a track record of success have created a formula for tremendous growth.

We were proud to have served our local community for so many years, but it became apparent that we needed to significantly increase our scope in order to help more people. In 2016, we started expanding into several new markets and now have offices in 5 states and clients in 19 more. Over the years, this has given us the opportunity to assist over 3500 individuals and families with their retirement and financial planning needs.

SWD subscribes to a couple of simple yet unconventional principles when it comes to our client relationships — education and honesty. Our goal is to distill complex financial concepts into simple ideas and language to help our clients make the best financial decisions for themselves and their families. Coupled with ruthless honesty when we see mistakes being made or if we believe we can’t add value to a someone’s situation, our philosophy is tested and proven to be successful over many years and geographies. The same guiding principles are applied to every client relationship. This method assures best practices for our clients with the results being consistency, peace of mind and the opportunity to have an exciting and secure retirement.

  • Strategic Wealth Designers Incorporated

    Strategic Wealth Designs | Grand Opening Ribbon Cutting
  • Matt Receives 40 Under 40 Award

    Strategic Wealth Design | Matthew Dicken 40 under 40
  • First Educational Workshop

    Strategic Wealth Design | First Educational Workshop
  • Sign on 1000th Client

    Strategic Wealth Design | Matt Dicken posing with his 1000th Client
  • 1st Louisville Radio Show

    Strategic Wealth Design | First Radio Show Matt Dicken speaking
  • Matt’s First Book Published

    Strategic Wealth Design | Matt's First Book signing
  • Lexington Office Grand Opening

    Strategic Wealth Designers | Lexington Office Exterior
  • 1st Louisville TV Show Airs

    Strategic Wealth Design | Matt Dicken First Louisville TV show
  • Matt Releases Second Book

    Strategic Wealth Design | Matt Dicken introducing his new book on the news
  • Matt’s Consumers Advocate TV Show

    Strategic Wealth Design | Matt Dicken on the Consumer Advocate show
  • Launch of Indianapolis TV Show

    Strategic Wealth Design | Indy TV Show logo
  • Sign On 2000th Client

    Strategic Wealth Design | 2000th Client
  • Matt Receives Industry Noble Achievement Award

    Strategic Wealth Design | Industry Noble Achievement Award 2016
  • Matt’s Advisors Excel Hall of Fame Introduction

    Strategic Wealth Design | AE Hall of Fame
  • Indianapolis Office Grand Opening

    Strategic Wealth Designers | Indianapolis Office Exterior
  • Matt Publishes 1st Kiplinger Article

    Strategic Wealth Design | Matt Kiplinger
  • Dustin Stanley Named Partner

    Dustin Stanley, Partner at Strategic Wealth Designers
  • Strategic Wealth’s 15th Anniversary

    Strategic Wealth Design | SWD 15th Anniversary Badge
  • Sign on 3000th Client

    Strategic Wealth Design | Sheri our 3000th Client
  • Matt Receives Louisville Business First Best in Finance Award

    Strategic Wealth Design | Matt LBF Award
  • Strategic Wealth Designers Opens Corporate Headquarters in Louisville

    Strategic Wealth Designers | Louisville Office Exterior
  • Jordan Schwartz Named Jr Partner

    Jordan Schwartz, Portfolio Manager, Strategic Wealth Designers
  • Cincinnati Office Grand Opening

    Strategic Wealth Designers | Cincinnati / Mason Building Exterior