Swell Financial

About Swell Financial

Swell Financial is a fee-only Registered Investment Advisor located in Costa Mesa, CA, and proudly serves clients both locally and virtually.

We specialize in the area of retirement planning with a strong emphasis on reducing taxes. Through our Retire Smarter process, we aim to create a strategy that focuses on helping you pay less in taxes, make smarter, more informed investment decisions, and navigate retirement with confidence and clarity.

What makes us different?

We take pride in being intentionally small so that we can be experts in our craft and focus on you and your plan. By design, we have limited the number of households we serve to ensure you get the highly personalized attention you deserve.

We believe planning comes first and should be ongoing

At Swell, we believe your financial plan should be unique to you and is the engine that drives all of your other financial decisions around investments, taxes, estate planning, etc. As your life changes, we’ll make sure to adjust your plan so you can continue living your life. We prioritize your goals and offer completely unbiased financial advice priding ourselves on transparency and advocacy.

Visit Our Affiliations

Fee-Only Network, CFP Board, XY Planning Network, Financial Planning Association of Orange County.