SWM History

Adam Schwallier began his career as an advisor at a broker–dealer, and quickly realized that this was not the approach he believed to work best for clients to achieve their financial goals and objectives. With over 10 years of industry experience, Adam branched out and formed his own Registered Investment Advisor (RIA) firm in 2007: Schwallier Wealth Management (SWM).

SWM was founded to serve clients directly without the trappings of a broker-dealer. As a fiduciary, SWM is required to always work in the client's best interests and fully disclose any conflicts of interest.

As a fee-only firm, SWM works directly for clients and never accepts any commission revenue that may create a conflict of interest. Using this approach, the firm has grown from a single-advisor office to a multiple-advisor team with a robust staff.

You can trust that SWM will always be on your side, working for you and you alone.