Steve Swicegood
CFP®
Credent Wealth Management
Wealth Manager
Steve Swicegood
CFP®
Credent Wealth Management
Wealth Manager
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Steve Swicegood, CFP®
Fee-only financial planner located in Amarillo, TX, serving clients locally and across the country
Steve Swicegood is a financial planner based in Amarillo, Texas. As a fee-only fiduciary and independent financial advisor, he is never paid commissions and has a legal obligation to provide unbiased and trustworthy financial advice.
Credent Wealth Management provides clients with extensive and strategic financial planning and advice, striving to create long-term value through a strong mission, vision, and adherence to company core values and beliefs.
Steve Swicegood, CFP®, began his financial services career in 1974 in the property and casualty insurance business. Prompted by his personal interest in investing and finance and by an increase in requests for help from his insurance clients, he began offering personal financial planning in the mid 90s.
Steve founded Conscious Money Solutions in 2009 with the specific intent of offering his clients holistic Financial Life Planning. This is a process that, in his words, “includes full consideration of how each financial decision impacts other areas of life that are touched by money. More importantly, Financial Life Planning is about helping clients make the money they have work for the life they want.”
In 2022, Conscious Money Solutions merged with Credent Wealth Management in a move designed to increase the scope of services available and assure continuity of high-quality, fee-only financial advice well into the future.
Steve Swicegood is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Credent's mission is to guide clients throughout life's most important financial events with service and expertise above and beyond client expectations.
Why work with us?
- Collaborative & Commission-Free
Our proactive service ensures your plan always aligns with your goals. Free of conflicts of interest, we're empowered to be your advocates.
- True Transparency
We don't believe in hidden fees or misleading hypotheticals. Understand your investments with independently audited and verified performance results.
- Partners Towards Progress
You’ll receive your own personal financial team dedicated to helping you achieve your goals. Whether you’re saving for retirement, selling a business, or maximizing your legacy, our team will be your guide.
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
- 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
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Steve Swicegood is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Steve Swicegood is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Steve Swicegood is a Member of the Alliance of Comprehensive Planners (ACP)Alliance of Comprehensive Planners (ACP) is the community of tax-focused financial planners that operate under the retainer model. Passionately dedicated to superb client service, ACP planners’ only source of income is client retainer fees – not commissions. With an ACP planner, you can be confident you’re getting experience, knowledge, research, and most importantly, advice that is tailored just for you.
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Steve Swicegood is Quoted in Amarillo Globe-News: "Parents’ and grandparents’ college debt quadruples"
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Steve Swicegood is the Featured Guest on the Practical Wisdom Podcast Episode 7: "Changing Lanes: From Insurance Sales and Asset Management to Holistic Financial Planning"
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Steve Swicegood is Quoted on Next Avenue: "The Biggest Threat to Investors in 2016"
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Steve Swicegood is Quoted on KDFA News Channel 10: "Save $1,000 By Christmas"
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Steve Swicegood is a Member of MD Preferred Services
Contact Steve Swicegood
Office Locations:
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2201 Civic Circle
Suite 925
Amarillo, TX 79109
