Financial Advisor Services

financial planning CharlottesvilleWhile developing a customized financial program,
we will walk you through a step-by-step process designed to help you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

  • Investment management
  • Retirement strategies  
  • Socially responsible investments        
  • Insurance and annuity products
  • Lifestyle preservation strategies
  • Customized strategies
  • Goal based planning
  • Wealth management
  • Customized Social Security planning

Why choose MH Swanson & Associates?women in transition

  • WE make our decisions based on the interests of our clients, without regard to compensation.
  • WE listen, we build relationships, we get to know YOU, and then we will provide advice specific to YOUR needs.
  • WE emphasize trust and integrity to foster a long term and mutual beneficial relationship with you.
  • M.H. Swanson’s Wealth Management Team is solutions oriented; we don’t just send monthly statements.
  • M.H. Swanson’s wealth management team provides you with access to mutual funds and tax-efficient investments not normally available to individual investors.
  • We specialize in working with women in transition, and the families that love them.

Please call us if you have any questions about our firm or the range of financial products and services we provide. We go above and beyond for our clients. Our firm has relationships with a variety of specialized financial services providers. These partnerships allow us to extend our offerings to meet any unique financial needs of clients.

At M.H. Swanson & Associates, our definition of success is when we are viewed as a significant partner in the lives our clients and the communities we serve.

“We make a living by what we get; we make a life by what we give.”
—Sir Winston Churchill - British politician (1874 - 1965)