OUR TEAM

Partner with a team admired by clients, peers, and the media

Every Strategic Wealth Partners advisor shares passion for finance, vibrant enthusiasm to perform to the highest standard, and the utmost dedication to our clients. To help grow our presence nationwide, we’re always seeking world-class advisors who want to be a part of our team.
SWP ADVANTAGE
The SWP Advantage
National Brand

With frequent media appearances, authorships, and decades of cumulative experience, the Strategic Wealth Partners name goes far. Leverage a name with built-in brand recognition and take pride in being part of an industry leader.

In-house Knowledge

Our team has a broad array of knowledge, which we’re always excited to share with one another. Our talent pool includes CFAs, CFPs, a CPA, an estate and tax planning attorney, and seasoned operations professionals to provide support.

Premier Technology

In today’s digital world, being the best requires the best technology. To keep up with evolving industry standards, we provide every advisor with access to Orion Advisor, Morningstar, eMoney, HubSpot, and Redtail CRM, among many others.

Differentiated
Investment Solution

With fee compression on the rise, it’s more important than ever to distinguish yourself from competitors. Our managed equity strategies, fully tailored to each client, prove why you’re valuable in this crowded industry.

Competitive
Payouts

With hard work, comes the rewards. Our payouts are among the highest in the industry—and we intend to keep it that way.

  • National Brand:

    With frequent media appearances, authorships, and decades of cumulative experience, the Strategic Wealth Partners name goes far. Leverage a name with built-in brand recognition and take pride in being part of an industry leader.

  • In-house Knowledge:

    Our team has a broad array of knowledge, which we’re always excited to share with one another. Our talent pool includes CFAs, CFPs, a CPA, an estate and tax planning attorney, and seasoned operations professionals to provide support.

  • Premier Technology:

    In today’s digital world, being the best requires the best technology. To keep up with evolving industry standards, we provide every advisor with access to Orion Advisor, Morningstar, eMoney, HubSpot, and Redtail CRM, among many others.

  • Differentiated Investment Solution:

    With fee compression on the rise, it’s more important than ever to distinguish yourself from competitors. Our managed equity strategies, fully tailored to each client, prove why you’re valuable in this crowded industry.

  • Competitive Payouts:

    With hard work, comes the rewards. Our payouts are among the highest in the industry—and we intend to keep it that way.

SWP ADVANTAGE
The SWP Advantage
National Brand

With frequent media appearances, authorships, and decades of cumulative experience, the Strategic Wealth Partners name goes far. Leverage a name with built-in brand recognition and take pride in being part of an industry leader.

In-house Knowledge

Our team has a broad array of knowledge, which we’re always excited to share with one another. Our talent pool includes CFAs, CFPs, a CPA, an estate and tax planning attorney, and seasoned operations professionals to provide support.

Premier Technology

In today’s digital world, being the best requires the best technology. To keep up with evolving industry standards, we provide every advisor with access to Orion Advisor, Morningstar, eMoney, HubSpot, and Redtail CRM, among many others.

Differentiated Investment Solution

With fee compression on the rise, it’s more important than ever to distinguish yourself from competitors. Our managed equity strategies, fully tailored to each client, prove why you’re valuable in this crowded industry.

Competitive Payouts

With hard work, comes the rewards. Our payouts are among the highest in the industry—and we intend to keep it that way.

CONTACT US
Become a Partner
Strategic Wealth Partners is always exploring qualified advisors throughout the U.S. who are interested in affiliating with us. We look for candidates who have experience managing $25 million or more in assets, possess a results-driven mindset, and exhibit a strong moral compass.

If you think you’re a match for Strategic Wealth Partners, let us know. Contact us to schedule a 30-minute call and let’s discuss the possibilities.