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
Formulating Infrequently Asked Questions
In early April, with the onset of a major shift in U.S. trade policy, global financial market volatility increased materially. The U.S. Treasury and currency markets saw unusual trading activity, which spilled into the stock market. In the ensuing days, a stream of reports and articles began questioning the credibility of the U.S. dollar (USD) […]
Quarterly Insights: July 2025
When we wrote last quarter’s letter, a deep equity sell-off had been underway following the announcement of President Trump’s tariff campaign. The S&P 500 has since fully recovered from that 20% market drawdown, with investors increasingly hopeful we can avoid a full-blown global trade war. Without knowing which direction markets will move next or how […]
From Diploma to Dollars: Rules for Financial Success After College
Congratulations, you did it! Graduation is a major milestone, and with your diploma in hand a new chapter begins. What’s next? Whether you’re starting a job or exploring your next steps, one thing is certain: this is the perfect moment to take control of your financial future. The habits you form now will shape your […]
Message from the CEO: May 2025
Late last year, we announced several new team members. Since then, we’ve been fortunate to welcome even more. Just as we invest with a long lens for our clients, we apply the same discipline to our internal planning. The hiring over the past year reflects a strategic plan developed by our leadership team to support […]
