Meet the professionals who can help you Pursue Your Goals


We help individuals and families pursue their ideal retirements.

At Swanson Financial Services, our philosophy is based on the idea that all of our clients need a plan to protect their hard-earned assets. We work with people to protect against a variety of factors, from changing interest rates and inflation to market volatility or shifting life situations.

Founded in 1996, we are an independent retirement planning firm catering to the wealth management and financial planning needs of those in or nearing retirement. We serve clients in the Pacific Northwest as a fee-based, independent Registered Investment Adviser firm.

We offer a holistic approach to financial planning, identifying each individual’s personal goals and finding solutions that satisfy their unique needs. We operate under the fiduciary standard, putting your best interests at the forefront of everything we do.

Through our SWAN (Sleep Well at Night) process, we work to ensure the pieces of your financial planning puzzle come together to help you achieve your goals. It is our mission to build working relationships on the spirit of mutual trust, respect and understanding.

david

David SwansonFounder and President

advisor@swansonfinancial.com

david-jr

David Swanson, Jr. Financial Adviser

guide@swansonfinancial.com

michael

Michael Higuera Operations Manager

michael@swansonfs.com

Ready to Take The Next Step?

For more information about any of our products and services, schedule a meeting today or register to attend a webinar.

Or give us a call at 503.603.9900.