About Swan Financial Planning

Swan Financial Planning was launched late 2005 as a fee-only, state registered investment adviser firm. At the end of 2011, Swan Financial Planning affiliated with Garrett Investment Advisors, a fee-only, SEC registered investment adviser firm. Fee-only means no commissions or third-party compensation is ever accepted and no products are for sale.

Swan Financial Planning is committed to keeping financial planning and investment advice accessible to people from all walks of life by providing financial advice for an hourly or fixed fee with no minimum requirements.

There’s no need turn over control your money or commit to a long-term contract to become a client. Receiving advice by the hour is an easy and affordable way to get objective answers and make informed financial decisions.

Dylan’s Background

I started working in financial services in 2000 as a financial advisor at a large Wall Street brokerage firm until starting starting Swan Financial Planning towed the end of 2005.

Also in 2005, I became a CERTIFIED FINANCIAL PLANNER™ professional, and in 2011 was certified as an Accredited Financial Counselor by the Association for Financial Counseling and Planning Education.

In addition to Swan Financial Planning, I currently work directly for the United States Air Force, providing financial counseling, planning, and education to service members at a local military installation.

When I’m not working on personal finances, I’m usually either fly fishing, hiking and camping, or spending time with my wife and twin sons.

Want to Know More?

Please read my Frequently Asked Questions to learn more about me and my practice.

Check out my answers to the CFP Board’s 10 Questions to Ask When Choosing a Financial Planner.

See my answers to the NAPFA Comprehensive Financial Advisor Diagnostic tool.