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Working with the Rickaway Swisher Group

As a team, we believe that managing your finances well requires an understanding of how they impact your life at large. 

Before we offer advice, we always start by asking questions, listening, and learning about you, your family, your values and goals. Then, through an ongoing partnership, we’re committed to overseeing your wealth and helping you make decisions in alignment with your overarching purpose.



Step 1

A consultation to get to know one another

Step 2

Understand your goals, aspirations, risk tolerance, & whole financial picture

Step 3

Develop a financial plan and investment strategy customized to your needs

Step 4

Regularly monitor, adjust your strategy, and be here as your partner


Questions About What to Expect?

Explore Our FAQs



Have a Few More Questions About
Partnering Together?

If you’d like to learn more about how we can help, we encourage you to get in touch with us.

Contact the Team

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