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.

** 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.