SWD: IMPACTING FAMILIES Like Yours Since 2002

Matthew Dicken founded Strategic Wealth Designers in 2002 with one primary goal in mind — to help retirees and pre-retirees find financial confidence, comfort and freedom.

Serving Your Retirement Needs: Local Financial Advisors Near You

Today, we’re proud to say we have served the financial needs of over 5,000 individuals and families across the country. Guided by our “safer money” approach to investing and genuine belief that the best way to earn business is to first earn trust, we’ve expanded from our original location in Louisville, Kentucky, to 11 states and nearly 20 markets.

Valuing education, honesty and real relationships that extend far beyond the walls of our offices, we get to know the people, places, passions and even pets that stir our clients’ hearts. This relational approach helps us empower clients to make informed decisions and identify strategies tailored to their unique circumstances.

WHY STRATEGIC WEALTH DESIGNERS? Consider A Number Of Reasons

2002

Year Matthew Dicken founded SWD

5,000+

Families/individuals we’ve helped

$2.5B

Assets clients trust us to manage and advise

19

Office locations, in 11 states

85+

SWD staff dedicated to serving you

25

We have 25 advisors that help our clients retire with confidence