A Women-Focused
Financial services Firm

 

About Us

Swan Financial Advisors is an independent, holistic, women-focused, financial services firm.  As a "women-focused" firm, led by a woman, we understand the challenges that women face and the need for a unique style of planning. Despite the fact that women are becoming more knowledgeable and involved in money decisions,  it seems that the busyness of life stands in the way of prioritizing their finances. We typically meet with a client for the first time when a life event occurs: divorce, marriage, job change, or when they loss a spouse. Our goal is to help educate our clients on the importance of taking control of their money proactively instead of waiting for something life-changing to happen. In working with Swan Financial, we hope to break the cycle of procrastination and help our clients develop a healthy and empowered relationship with money.  


At Swan Financial, our focus is on protecting three key areas: Your Life, Your Income, Your LegacyIn an ever-changing world, we help our clients and their families be certain that regardless of market conditions, election cycles or Black Swan Events, their financial lives will continue as planned.  Because not every person that we meet is at the same stage of financial understanding, life and asset level, we provide both financial coaching and consulting opportunities to our clients.   

We encourage you to browse our site, learn more about who we are and how we help our clients. We also encourage you to schedule a 15 Minute Virtual Coffee to see if Swan Financial might be a fit for you.  If you would like to join our e-mail list, please fill out the form below. 

  

resources now available-click to download
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resources now available-click to download

Testimonials

What Our Clients Have to Say

From the moment I met Jennifer, there was just something about how she spoke to me that I knew she understood me. Her level of compassion, patience, and knowledge was exactly what I needed in my life after my divorce. She has helped me step into my new life and has also helped me plan for my son who has special needs. From communication to customer service, I am always impressed. Jennifer came highly recommended to me and I love recommending her and the team at Swan Financial to my family and friends.

Lisa K.
Nashville, TN

Jennifer is very knowledgeable about all aspects of the financial world. As a result, she can recommend several different strategies and products thus allowing you to make educated decisions about your future. Jennifer is also very versed in the retirement arena thus a great financial consultant for those looking to prepare for the future or make sure their assets are well protected. I recommend Jennifer to all of my friends and feel confident this is a great decision for them as it certainly has been for me and my family. 

Cheryl k.
Gainesville, GA

Jennifer Perri and Swan Financial Advisors are truly incredible! Jennifer has helped me personally in terms of planning for my financial future. She has also helped me professionally in my marketing endeavors and providing quality help and resources to my family law clients. Jennifer is empowering, encouraging, supportive, intelligent, and compassionate. Her passion is to help others, and it shows!

stephanie w.
woodstock, GA

Jennifer is an absolute Godsend to women learning how to manage life and finances, specifically after going through a life change and becoming the head of their finances. She has guided me through a divorce and becoming a single mom and through our time together, I have not only solidified my future in important, financial ways, but I have also gained so much knowledge about how to do that. This, along with the generous and caring spirit Jennifer exudes, has helped grow my confidence in so many areas of my life and has given me a solid foundation for who I now get to be post-divorce. I would not be who I am today without her!

Jill D. 
Decatur, GA

I’ve been a loyal client of Jennifer's for years! Even though I moved out of state, she has continued to be my financial consultant and a dear friend. No matter what questions I have, she is always there to answer them and help me make sense of things. I love Jennifer and can't imagine a life without her in it!

Courtney C.
Philadelphia PA

You can't ask for a more involved, personal financial planner. Jennifer is always ready to answer questions and she explains what (to me) is the confusing world of finance!

millie s.
Snellville, GA

A great firm with leadership that loves to serve! I thank you for your insight, experience, and highly recommend Swan Financial Advisors to my friends and clients. 

Kristen P.
Sandy Springs, GA



Jennifer is extremely personable and knowledgeable. I would highly recommend her services before, during, and after all life transitions!

Antoinette R.
Bainbridge

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Offices in Sandy Springs, Buckhead & Big Canoe GA

Offices in Sandy Springs, Buckhead & Big Canoe GA

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Business Phone : 404.618.6626
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Business Phone : 404.618.6626
©2020 Swan Financial Advisors, LLC- all Rights Reserved
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©2020 Swan Financial Advisors, LLC- all Rights Reserved
info@swanFinancialAdvisors.com
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info@swanFinancialAdvisors.com