MEET YOUR ADVISOR

Michael T. Swartz, CFP®, PDC

Specialized financial planning for physicians and medical professionals.

Michael helps clients maximize their wealth and minimize their tax burden through smart retirement planning, investment management, and comprehensive financial strategies designed for long-term success. He is the author and host of Health & Wealthness.
Certified Financial Planner
NAPFA Fee-Only Financial Advisor
Fee-Only Network Member
Schedule Discovery Meeting

Is This You?

You may be a good fit if you are wondering:
When can I retire?
When should I claim Social Security?
How can I maximize my income and savings?
How do I protect my wealth and leave a lasting legacy?
Am I paying more in taxes than I need to?
What’s next if something happens to me?
If any of these sound familiar,
let’s talk about it.
Talk Through Your Situation

Why Work With Michael

With years of experience and background working with physicians and retirees, Michael combines financial planning expertise, investment management, and cash flow planning to help clients build, protect, and enjoy their wealth. His planning focuses on what matters most: your goals, your family, and the life you want to live.

BEST FIT FOR:

  • Physicians and medical professionals
  • Medical retirees or pre-retirees
  • Families who want a comprehensive retirement plan
  • Clients who value personalized advice, guidance, and long-term relationships

Credentials That Matter

Fiduciary Financial Advisor

A Little More About Michael

Outside the office, Michael enjoys time with his wife, Morgan, and two kids, Dawson & Kenna. He also enjoys outdoor sports and activities, and being engaged with his community.
Michael is on the board of directors for 7 Rivers Hospice Home, sponsors local events including the Hoops 4 Hope basketball tournament and proud supporter of FORE! The Kids Golf outing by The Move Forward Foundation.
Swartz Family

What Happens After You Schedule

Free Discovery Meeting

We learn about your situation, goals, concerns, and what prompted you to reach out.

Free Strategy Session

We gather more details and identify the key planning opportunities.

You Decide

You take time to decide when the right time to begin is. Then you let us know.

The first step is easy.
Schedule Discovery Meeting

Common Questions

Absolutely not. Please feel free to bring any documents, figures, or questions you may have. But, no prep is required for our Discovery meeting.
They are! We believe the best relationships take time. To make sure you feel comfortable with our team and where we are headed, the first two meetings are completely free.
NEVER. Our fee-only fiduciary commitment ensures that every decision is in your best interest, and our advisors do not earn commission on any products, ever.
That’s okay! We understand the timing isn’t always perfect to get started right away. However, we always encourage people to go through our Discovery process sooner rather than later.
See Full LaxFP Team

Have questions about your financial plan? Please don’t hesitate to contact us.

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