Broker Check

We're passionate about achieving your goals.

If you're in the Troy, OH area or anywhere else in the country, then consider working with Susan Swinehart of Swinehart & Associates Financial Planning And Investments. Susan not only focuses on financial planning but also handles longevity planning and more. Whether you're looking to plan financially, for now, the future, or during a major life change, Susan is here to help you. Contact Swinehart & Associates Financial Planning And Investments today to get the guidance and professional, personal care you need.

Contact Us

Our Services

We work with you to outline what's most important and craft a financial strategy around your needs.

Learn More

Planning for Women

Financial Planning for Businesswomen and Women in Transition to Divorce and Widowhood · Retirement Planning · Planning for Longevity · And More.

Learn More


Your goals are our goals. We're as invested in making sure you have a solid financial strategy as you are.

Learn More

How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."

Have a Question

Thank you!