Strategic Wealth Designers

Strategic Wealth Designers

  • 710 E. Main Street
  • Lexington, Kentucky
  • 40502
  • Phone: 877-934-7687

Description

Strategic Wealth Designers is an independent financial services firm founded in Louisville, Kentucky with two additional location in the Indianapolis area. As a fiduciary and privately owned, we are free to offer our clients what is best for them and their unique retirement situation. It is our passion to serve our clients with humility and excellence. Allowing our clients an unmatched experience at every point on their financial journey is the number one priority.

Fact sheet

Company founded
2002
Number of employees
22

Company contacts

  • Dylan Schoonover
  • Owner

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