We Are Strictly "Fee Only"
Swarthmore Financial Advisors, Ltd., are independent and objective advisors, and do not sell
any financial products. This allows us to remain completely unbiased while upholding the best interests of each client.
We are active members of the National Association of Personal Financial Advisors (NAPFA), the largest organization of fee-only financial advisors in the United States. NAPFA's primary goal is to eliminate the conflict of interest that exists if an advisor stands to personally gain when his recommendations are followed by a client.
Who Are Our Clients
We believe that anyone can benefit from sound financial and investment advice. Our clients include:
Our Investment Philosophy
Our philosophy has evolved from our financial planning background. In designing and managing portfolios, we seek to tailor each client's investment to meet their personal financial goals.
Our goal is to establish and manage each client's portfolio with:
Developing & Managing Client Portfolios
We employ the following customized methodology in developing and managing client portfolios: