Welcome to Southwest Investment

At Southwest Investment Advisors (SIA), we believe everyone deserves trusted financial advice driven by their goals. With no asset minimums, we’re here for you when you need us, regardless of where you are on your financial journey.

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What We Do

We provide custom financial advice and investment solutions to help our clients achieve their goals.

Investment Management

We take an independent approach to developing diversified investment portfolios that support our clients’ objectives.

Retirement Planning

We serve as a guide to clients as they transition into retirement, developing custom income strategies with a focus on tax efficiency.

Financial Planning

We incorporate all aspects of a client’s financial life into a single, comprehensive financial plan that serves as roadmap toward achieving the client’s lifetime goals while optimizing generational wealth transfer.

Who We Help

We serve a wide range of clients who share our commitment to long-term, goal-driven planning.

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Individuals and Families

Business Owners

401(k)s, SIMPLE IRAs, SEP IRAs and other employer-sponsored retirement plans

Non-Profits, Endowments and Foundations