$550MM AUM | $20MM Rev in
Strategic Wealth Designers is an independent RIA with a financial planning focus on retirement and income planning. Our external growth strategy includes mergers and acquisitions with RIA's & Hybrid Advisors, Insurance agencies, CPA & Accounting firms, and Estate planning Attorneys. Let Strategic Wealth Designers help you plan your financial future the way you have for your clients.
We can help with any succession plan, from "Sell & Stay" to "Sell and Walk away".
About Strategic Wealth Designers
Founded in 2002 by our CEO Matthew Dicken, we are an SEC Registered Investment Adviser whose goal is to help retirees and pre-retirees secure their financial future using a “safer money” approach to investing. We currently oversee $1+ Billion in assets for our clients and have a national footprint with 14 offices and clients in over 40 states. We have a A+ rating with the Better Business Bureau with over 150 online reviews, were named to the Inc. 5000 list as one of America’s fastest growing companies in 2020 and 2021, and were certified a Great Place to Work in 2021 and 2022.