Strategic Wealth Partners (SWP) is a U.S.-based, independently owned Registered Investment Advisor (RIA) that provides comprehensive wealth management services to affluent families and business owners. Their offerings encompass investment management, tax planning, retirement strategies, business succession, and charitable giving, all delivered through a coordinated team of credentialed professionals, including CFPs, CFAs, CPAs, and attorneys.

SWP emphasizes personalized, unbiased financial guidance, acting as a personal CFO to clients, and utilizes proprietary tools like the Sellability Score, Wealthalyze, and Portfolio X-Ray to assess and enhance financial strategies. Led by CEO Mark Tepper, a frequent media contributor, the firm is recognized for its thought leadership and commitment to helping clients navigate complex financial landscapes with clarity and confidence.