Southwestern Advisory Group is Delivering Simplicity.

At Southwestern Advisory Group, we believe that financial success and the capital markets are not as complicated as you may have been led to believe.  Our core values are rooted in the advice we deliver; and equally important, we live our lives by them.  We make promises and keep them, we take pride in our work, we finish what we start, we take our work personally and our handshake is as solid as any binding contract.  Operating this way delivers simplicity to you and honor to our firm. 

Timely Support

Our wonderful support staff is readily available to help you with any questions you may have or schedule you an appointment with any of our advisors.

Innovative Ideas

We aren’t limited to a shelf of products like other investment firms or large corporations.  We have access to everything meaning, we get to be innovative for YOU.

Advanced Technology

Your accounts are at your fingertips.  With our online client portal, you’re able to see your assets at a glance.

Clear Communication

We’re serious about transparency.  You’ll see our process and your options spelled out in a clear, concise manner from day one and that trend will continue throughout our working relationship.  No commission based judgements, no smoke in mirrors, just sound advice from seasoned professionals.

Get In Touch.

If you are interested in working together, send us an inquiry and we will get back to you as soon as we can!