Fee Only, Fiduciary Fee Only, Fiduciary

SWM History    

The History Behind Schwallier Wealth Management

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SWM Services

Years of experience have prepared us to guide you through your life transitions.

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SWM Independence

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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SWM Team

Schwallier Wealth Management LLC is a comprehensive financial services firm.  Meet the people that make this possible.

Meet the SWM Team

What is a Fiduciary?

A financial advisor held to a Fiduciary Standard occupies a position of special trust and confidence when working with a client.

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"Compound interest is the eighth wonder of the world. He who understands it, earns it ... he who doesn't ... pays it.” 

-Albert Einstein

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