About Us

M.H. Swanson and Associates is a full-service financial services firm committed to helping people pursue their long-term financial goals. We offer a wide range of financial planning and wealth management services to individuals and business owners. We believe you will be better able to identify your financial goals and make sound decisions to help reach those goals when we provide you with solid financial information.

Our Background

Margreta Swanson Financial AdvisorMargreta Swanson is an LPL Financial Advisor in Virginia and has been a Financial Advisor for more than 24 years. She specializes in working with women in transition— divorce, widow or retirement, to help them make sound financial decisions to pursue their financial goals.

Margreta is a member of the Ed Slott** Master Elite IRA Advisor Group (www.irahelp.com), which trains Financial Advisors on complex retirement planning issues. Members have access to highly trained Professionals for expert consultation on complex Investment Retirement Accounts (IRA) and 401K Retirement Account problems.

So that she could offer a broad range of diversified financial investments and services to help clients work towards their financial and retirement goals, Margreta became an investment advisor for Securities America in 2003.

Margreta began her financial career with Offerman and Company; a small Minneapolis based Investment Brokerage Company that was later merged with HD Vest Financial Services in 2002. She received her Ed.S. degree in 1982 from University of Northern Iowa, in Educational Psychology. Margreta is a member of Leadership Charlottesville, Class of 2010.
 


Jason Statuta is an LPL Financial Advisor and business partner at MH Swanson and Associates in Charlottesville, Virginia. He joined LPL Financial with the vision of creating a local investment office that offers independent financial advice to clients without the biases or the bureaucracy often associated with Wall Street banks. He serves his clients by taking a planning-based approach and has been solving financial problems for retail clients for the last four years, and institutional clients for more than 20 years before that.  

Jason is a Certified Financial Planner™ professional, a designation awarded by the Certified Financial Planning Board of Standards, Inc. as well as a Certified Investment Management Analyst®, a certification administered by the Investment & Wealth Institute, and taught in conjunction with the Wharton School, University of Pennsylvania.

As a wealth advisor, Jason serves clients in an objective, transparent and independent environment with the goal of operating as a fiduciary, meaning clients’ interests always come first. Jason develops and implements tailored financial plans that encompass estate planning, investment management and overall risk mitigation for individuals, families, and corporations.  As an investment strategist and portfolio designer, he creates tailored portfolios that reflect each client’s objectives, risk tolerance, time horizons and investment preferences.

Prior to joining LPL Financial, Jason was a Vice President and Investment Officer with the Sisk & Marvel Investment Group.  For more than four years, Jason served clients alongside his team while at Raymond James and Wells Fargo Advisors. Prior to joining this team, Jason spent 11 years as Vice President for Goldman Sachs and nearly a decade at Pioneer Investments and Putnam Investments as the Regional Vice President responsible for asset management sales to various institutional clients.  His love of finance began when earned a bachelor’s degree in economics from Boston College in 1994.

Jason believes strongly in staying involved in his community and giving back to others.  He has been actively involved with Big Brothers Big Sisters in the Central Blue Ridge for many years, including serving six years on the Board of Directors, and two years as the President of the Board.  Currently, he serves on the Board of Directors at Farmington Country Club as well as the Finance Committee of Charlottesville Catholic School. He is an active member of St. Thomas Aquinas Church and lives with his wife and two children in Charlottesville, VA. In his free time, Jason enjoys playing golf, mountain biking with his family and friends, skiing, hiking, fly-fishing, and coaching various sports teams for his children.

 

 

** Ed Slott’s Elite IRA Advisor Group™ is for investment services only. Ed Slott's endorsement does not extend to the financial planning or investment advisory services offered by the representative. Ed Slott’s Elite IRA Advisor Group™ members pay a fee for the educational programs that allow them to be included in the Ed Slott’s Elite IRA Advisor Group™. Membership does not guarantee investment success. 

LPL Financial is not affiliated with any named entities mentioned in this content.