Strategic Wealth Designers

10 reviews

+1 (502) 412-3354

Website

Photos

Logo of Louisville, KY headquartered financial planning firm Strategic Wealth Designers

Our financial planning State of the Economy Wine and Wisdom was an excellent kick off to the year at the Kentucky Science Museum!

Independent fiduciary Financial Planning firm Strategic Wealth Designers volunteering at partner school Atkinson Elementary in Louisville

Dustin enjoying a fun conversation with an attendee at a recent financial planning Wine and Wisdom event

CEO Matt Dicken at a Wine and Wisdom speaking about financial planning to our clients before casino night began!

Conference room of fiduciary financial planning firm Strategic Wealth Designers in Louisville, Ky

500 N Hurstbourne Pkwy Ste 120

Louisville, KY 40222

+1 (502) 412-3354

https://www.swdgroup.com

Strategic Wealth Designers is an independent financial services firm founded in Louisville, Kentucky with two additional location in the Indianapolis area. As a fiduciary and privately owned, we are free to offer our clients what is best for them and their unique retirement situation. It is our passion to serve our clients with humility and excellence. Allowing our clients an unmatched experience at every point on their financial journey is the number one priority.

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Reviews

2.510 reviews

Robert H.

3/5/2024

Had a chance to meet with Jim Jones at Strategic Wealth Designers on Monday. First time with this advisor and I am very impressed. With a background that includes a CPA, MBA, and CFP, he was...

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Fred P.

9/15/2020

I moved all my retirement accounts to Strategic Wealth Designers 2 years ago. They have been very good. With all the volatility in the stock market, I feel my money is safe and I haven't lost...

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Beth S.

9/12/2021

I would be very cautious about trusting your retirement funds with this company. I found their salesman to be brash and full of misleading information. The sample portfolios he showed me were...

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Ally S.

5/21/2019

I cannot get anyone to help me get my own money out of my account. Have tried numerous times to get my own money but they keep saying I have to get something signed from the owner of the company...

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Jennifer W.

4/9/2019

Everything about this company is low quality and fake, from the services to the fake advisers who are making 7 figures while we are losing money. Horribly high fees are killing us too!

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