Kathryn Swain & Company is an independent, fee-only wealth management firm that operates as a fiduciary for its clients. Founded by Kathryn Swain, a CERTIFIED FINANCIAL PLANNER™, the company focuses on a thoughtful and comprehensive approach to financial planning and investment management. They work closely with individuals and families to understand their financial goals and create tailored strategies for wealth accumulation, retirement planning, and estate planning, aiming to provide clarity and confidence in their clients' financial lives.

Founded in

United States