Swarm Financial believes in the power of the collective. We strive to achieve outcomes for our clients that cover a wide range of services. Whether storming ideas to develop strategies for individuals, families, professionals, or business owners, we strive to bring a brain trust to assist in matters of financial planning, tax efficient strategies, risk management, investing, or business advisement.

Since 1969, when the origins of the company were founded under the Reaves Agency, our firm has been independent with respect to financial carriers, products, or influence. We maintain relationships with numerous carriers and partners, which allow us to offer nuanced and fit-for-purpose strategies that are unbound from captive policies or expectations.

If uniformity of needs was a commodity, then our firm would cease to exist. Thankfully, clients do require unique and specialized services because goals differ, risk and relationship to risk varies, experience and financial literacy evolves. Likewise, individuality of thinking and variety of life circumstances demand attention beyond what any canned report might convey.