Michael T. Swartz

CFP®

Swartz Financial Planning

Owner | Financial Planner

Michael T. Swartz

CFP®

Swartz Financial Planning

Owner | Financial Planner

As a fee-only planner, I believe above all else, that success does not have to come any anyone’s expense. - Michael T. Swartz, CFP®

Fee-Only financial planner located in La Crosse, WI, serving clients locally and across the country

Michael T. Swartz is a La Crosse, WI fee-only financial advisor serving clients locally and across the country. Swartz Financial Planning provides comprehensive financial planning to help medical professionals organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Michael T. Swartz is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Michael T. Swartz is Owner and Certified Financial Planner™ Practitioner at Swartz Financial Planning in La Crosse, WI. Michael graduated from the University of Minnesota Duluth and has been working in the financial industry since 2018.  His wife, Morgan, is a Physician Assistant. Together, they are raising two beautiful children. Balancing professional, personal, and financial demands is time consuming.

Honest Financial Planning for Medical Professionals

We primarily engage in ongoing, fee-based planning, acting in a Fiduciary Capacity with clients who sign a Financial Planning and Services Agreement.

Maybe you want to conquer a decade of debt. Maybe a professional salary means revisiting your cash flow. Maybe a new job means new benefits and a new retirement account.

Whatever your reason for working with us, in every relationship we keep, your goals, concerns and questions our sole priority.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Medical Professionals
  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

Contact Michael T. Swartz

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Office Locations:

  • 700 3rd St N
    Ste 202A
    La Crosse, WI 54601

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