We Are Invested in You.
We are independently owned, nationally recognized fiduciaries with a personal, long-term commitment to our clients — in other words, we put your interests first and foremost.
Peace of Mind Today, Tomorrow, and for Generations
Since 1915, Clifford Swan has helped thousands of individuals, families, and institutions attain lasting peace of mind. As independent advisors, we are not only committed to the highest fiduciary standard but also able to provide unbiased, personalized guidance to help clarify your finances and achieve your goals.
A.M. Clifford, Co-Founder (1915)An Investment Counselor…should place himself in a position to consider only his client’s best interests to the exclusion of every other consideration.
What Sets Us Apart
Independence
We are fully employee-owned with personal, long-term commitments to our clients. We have always been fee-based fiduciaries and do not receive third-party compensation.
Proprietary research
We employ a disciplined, internal process that avoids groupthink and instead focuses on what matters.
Personalized guidance
Wealth planning and portfolio decisions are focused on you.
Client Experience
With Clifford Swan, you gain a dedicated Investment Counselor and Client Service Specialist, backed by a team focused on your success. Together, we design and adapt a personalized plan that addresses your immediate needs while guiding you toward your long-term financial objectives. At each step along the way, we share timely information and education.
We’re here to help – no matter is too small or complex for us to tackle.
Awards & Accolades
CNBC
Top 100 Financial Advisory Firms, 2022
Financial Advisor Magazine
Top RIA Firms, 2025
Financial Planning
RIA Leaders, 2024
Greater Than the Sum
of Our Parts
Clifford Swan embraces a culture of mutual respect among colleagues, staff, and leadership who remain rooted in the clarity of our founders’ timeless values — client-first focus, highly personalized service, attention to detail, and our complete commitment to delivering financial success.
Our Latest Thinking
Investment Strategy: Common Sense Trade-Offs
Imagine being tasked with investing the wealth of a family whose future generations depended on it, or a foundation with a critical social mission. Where would you start? You might start with the principle of diversification to reduce portfolio risk. You might also favor high-quality businesses—specifically those that will remain important to the economy and […]
Trump Accounts: What They Are, What They Aren’t, and Where They Fit Your Plan
Most families we work with don’t need more accounts; they need the right ones, used in the right way. You may have noticed recent headlines about Trump Accounts, a new federal savings program launching on July 5, 2026, designed to help children build long‑term financial security. Whenever something new like this appears, clients naturally wonder […]
110 Years: A Fireside Chat on our History and Future
This year, Clifford Swan Investment Counselors celebrates two major milestones: our 110th anniversary and a decade since returning to 100% employee ownership under the leadership of then CEO and Board Chair Linda Davis Taylor. To celebrate, we invited past and current leadership to a “fireside chat” to reflect on their professional journeys: what brought them […]
Quarterly Insights: January 2026
As we embark on a new year, we continue to advise clients to position portfolios more conservatively to match today’s market realities. That may be difficult given the temptation to ride a stock market that has been on a long winning streak. But it is when investor sentiment is strong and asset valuations are rich […]
