Brian Swerdlow Professional Credentials
As founder and CEO of Anchor Financial Advisors, LLC, Brian Swerdlow is committed to the idea that stress-free retirements don’t happen by accident. Instead, a successful retirement is realized only when a person’s relationship to money is understood, clarified, and transformed. Using strategic, holistic planning models and tools, Brian assists clients in all stages of the financial journey, from the accumulation of necessary growth-focused assets to the creation of spend-down plans.
Brian’s goal as a fiduciary advisor is to help clients discover how to avoid running out of money when they retire. He achieves this objective by designing ethical, data-driven blueprints to help his clients avoid paying more in tax than absolutely necessary and by refining portfolios so that growth is achieved with less risk.