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About 20 to 30 minutes, by phone or video. No cost, no obligation.

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Brett Swisher, CFP
Who you will be talking to

Meet Brett

Brett Swisher is a CERTIFIED FINANCIAL PLANNER™ professional with The Sturkie Wealth Management Group in Lexington, South Carolina. He began his career at Vanguard, working directly with clients to build portfolios and design retirement strategies, and later partnered with advisors across the country on investment solutions.

Today he focuses on clear, education-first guidance for people approaching and living in retirement, which is the same spirit behind the videos that brought you here.

CFP® Professional Sturkie Wealth Management Lexington, SC