Josh and Anna made switching my retirement accounts to Strategic Wealth Designers easy. I was able to do it all by phone and online which was important to me during this time of the pandemic. They are available easily and within a reasonable time frame by phone or email. Josh explained everything in terms I could understand. He made me have confidence in him and the company. Read more

I have been a client since 2016. I've read Matt's books, and based on his overview at an initial dinner meeting - I decided to take my life savings to his firm. Initially, I worked with Dustin Stanley, who helped to guide me with making wise decisions for my future. Dustin has always responded promptly to any inquiries, calls, or panic moments when I have reached out to him. He also assisted me with decision making for retirement date planning as my career came to a close. I trust these guys with my life savings, value their opinions, and trust their knowledge. I have recommended them to my adult children and passed on Matt's book. I highly recommend SWD for your financial management. Read more

My husband and I were in search of retirement advice from someone who would have our best interests in mind. We attended a seminar, read a couple of books authored by Matt Dicken and felt comfortable scheduling a meeting based on the research we did. Our only regret is that we did not become clients a few years earlier than we did. Our goals were early retirement and confidence that we could create a portfolio that would be very conservative and last us throughout our remaining years. We found that SWD listened and gave advice based on our goals with our best interests in mind. Every team member we have dealt with from Nancy who welcomed us initially, Matt who advised and helped design our portfolio, and Josh who helped us create it has been a pleasure to work with. Everyone has been professional yet personable. They provide events that are fun and conducive to making you feel part of the SWD family. They are always willing to answer questions and encourage regular meetings to Read more

I was introduced to Strategic Wealth Designers by a friend and I am forever grateful for this. They are very professional and informative. Dustin Stanley is best in class and the sharpest advisor I have ever encountered. I highly recommend him and his team! Best of the best and far better than all the rest! Read more

I'm glad I met Dustin at a SWD presentation approximately four years ago. Matt keeps me well informed regarding my accounts and the current market, especially during the Covid-19 pandemic that brought financial fear and uncertainty. I met with Josh Smith for my annual review several months ago. He made me feel right at home. I know I can trust Josh and Dustin to give me good advice and answer any questions I might have while they keep my money safe. Read more

We have been with SWD since their inception. 18 years ago, I gave them my goal of being able to retire before I turned 65. 5 years ago, I retired at 60. Throughout these years, Matt Dicken and his team at SWD have been responsive to our needs and have been honest and open with us on their philosophies around retirement. SWD may take a more conservative approach than others in their investment strategies. But one of their primary interests is to ensure their customers' assets are safe and protected from market fluctuations. We couldn't be more happy with Matt and his team! Read more

SWD have always hit the ball out of the park. We were invited to a free dinner presentation given by Strategic Wealth Designers and were impressed with the dinner and the presentation. We made an appointment to have our retirement accounts reviewed and purchased a product suggested. That was over 10 years ago. Every annual review has been great. We felt that SWD treated us like family. Read more

My wife and I met with Dustin and their great staff to discuss our overall retirement plan, as well as immediate retirement for my wife. Dustin and Adele were professional, and very helpful with specific plan details, allowing my wife to successfully retire. The entire Louisville office staff are friendly and willing to help in anyway. I highly recommend them for financial and retirement needs. They have been great! Read more

After receiving a postcard in the mail, I responded to an invitation for a very delicious meal with a brief and informative disclosure about Strategic Wealth Design. I received a warm welcome at my first office appointment by Nancy showering me with gourmet coffee and treats as well as pens and items to help keep me organized throughout my signing up process. I immediately felt like part of the Strategic Wealth Family. All of my questions have been answered promptly and in layman’s terms. I would highly recommend Strategic Wealth Design to anyone interested in planning their financial future! Read more

I went to one of the dinners hosted by SWD just to get an idea of what they were offering. After the presentation, I decided to sign up for a session to see how they could help me organize for my retirement. After an in person meeting, I felt like I had enough information to reorganize my investments. They were easy to work with, and provided information every step of the way. I've been happy with their advice and have called on them for a few questions and found my answers quickly. Read more

I have been with Strategic Wealth Designers for 5 years now. They have always helped me make good financial decisions about my retirement planning. They really care about their clients and want to see them succeed in their retirement journey. I would highly recommend anyone getting close to retirement age to contact them and let them give you a second look at what you are doing for your retirement plan. They may be able to help guide you. If they can't tbey will be up front with you and let you know that as well. David O'Connor Read more

After seeing Strategic Wealth Designers on the local news discussing financial planning/retirement planning, we reached out and attended one of their information seminars. It was extremely informative and beneficial since my husband and I are planning for retirement. We were super impressed with the knowledge and candidness of the presenter, Dustin Stanley. We decided to the take the next step and engage SWD to manage our investments/retirement funds. We are in our 2nd year with SWD and greatly appreciate the time Dustin has taken to educate us and discuss various investment options and services. The office staff is super friendly and flexible on appointment times to accommodate our schedule. I highly recommend SWD for retirement planning services! Read more

I was previously with another Financial Advisor and was very disappointed. I was looking for another option and attended a presentation presented by SWD about 4 years ago. They have been the perfect partner for our retirement needs and we are really pleased with the service, planning and protection given to our financial portfolio. Dustin Stanley has been a fantastic advisor and I would strongly recommend Strategic Wealth Designers for your financial needs. Read more

We first met josh at a dinner with our friends he seemed very knowledgeable but more so he was more interested in letting us know that he was a fiduciary and interested in what our goals were rather than trying to sell just any product to accomplish a sales goal. The appointments were made and we discussed our situation and found as I suspicioned that we could have done better with my ira and 401 k so josh found us a well performing much safer investment with less fees with which we are very happy. Upon meeting during the COVID 19 pandemic, the office was extremely clean and we were the only ones present during our appointment time so josh gave us his full attention and asked enough questions to thoroughly understand what we wanted and needed. Having worked with several other financial advisors through the years I can honestly say that I highly recommend strategic. Wealth investments and specifically josh smith for those near the Lexington office. His coworkers that we dealt with were Read more

I have been a client with Strategic Wealth Designers for over 10 years! They were a much smaller company when I first started and they're growing by leaps and bounds, but they still manage to maintain the same high standards they had in the beginning! This company seems to really value their clients and they show it! I have enjoyed working with Josh Smith the last couple years! I would recommend this company to anyone, especially if they are looking for a conservative investment to see them through their golden years! Read more

My wife and I have been with SWD for close to three years now and we have had nothing but pleasant experiences with them. Dustin is fantastic and has always been patient with us as we feel like we can be pretty “extra” at times. Any questions or concerns that we may have about our accounts have always been answered or addressed in a timely manner. Highly recommend Strategic Wealth Designers! Read more

Since we did research and decided to move our retirement portfolio to Strategic Wealth Designers, we couldn't be happier. From our first meeting with Matt, he gave us the confidence that we were making the right decision. He made my wife feel very comfortable in speaking about what our options were and what we would receive in return for going with his company. He explained things in a manner that she could better understand and she appreciated it. Even with all the issues surrounding the pandemic, we kept our faith in SWD and it has paid off. Although we did experience some loss at first, it was not very much and with the rebound that has already taken place we have covered it. This translates, at least in my opinion to the fact that SWD always has MY interests in mind and acted accordingly. I have recommended SWD to many of my friends and they are finally coming around to my point of view. I hope that the go with SWD as I hope this review will convince others that they are a great co Read more