Lee Swinford, CRPC™
Your "Personal CFO" | Guiding You with Integrity
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Serving Clients Nationwide
Your "Personal CFO" | Guiding You with Integrity
Symphony Wealth Group Areas of Focus
- Alternative Investments
- Banking
- Budgeting
- Buying a House
- Capital Gains
- Career
- Caregiving for Parents
- Cash Flow
- Choosing a Financial Advisor
- Coaching
- Compensation Planning
- Divorce Financial Planning
- Education Distribution Planning
- Education Needs and Funding Analysis
- Education Tax Deduction and Credit Planning
- Education Tax Planning
- Emergency Savings
- Employee Benefits
- Employee Stock Options
- Estate Planning
- Exit Planning
- Financial Life Planning
- Financial Therapy
- Insurance
- Investment Management
- Multi-Generational Wealth
- Owning a Business
- Retirement Planning
- Retiring Early (F.I.R.E)
- Saving
- Saving for College
- Setting Up Retirement Accounts
- Social Security
- Taxes
- Women & Wealth
About Lee Swinford, CRPC™
Lee Swinford is a dedicated Wealth Advisor, committed to building and maintaining a strong fundamental foundation with clients through communication, transparency, education, engagement, and exceptional service. He has spent his career specializing in Wealth Management and Retirement Planning for Fortune 100 Management, Executives, and Small Business Owners in preparation for and throughout their retirement. Lee provides holistic financial guidance that includes retirement planning, investment management, tax strategies, estate planning, and risk management. He prioritizes aligning clients with personalized solutions to help them achieve their short-term and long-term financial goals through each stage of their financial life, tailoring personalized investment solutions to align with their objectives, values, and risk profile.Prior to becoming a Founding Partner at Symphony Wealth Group, Lee began his career in the Financial Industry in 2007 gaining valuable experience as a Wealth Adviser at United Capital and a Vice President at Goldman Sachs.
Lee graduated from Baylor University where he earned his Business Degree with a concentration in Entrepreneurship and a minor in Corporate Communications. He also holds a Chartered Retirement Planning Counselor ™ (CRPC ™) designation, specializing in pre- and post-retirement planning needs. Lee is actively involved in his community, has served on the Baylor Business Network Board, and is passionate about supporting charities dedicated to fallen veterans, their families, and veteran support.
Lee and his wife, Kimberly, reside in Las Colinas with their beloved Rhodesian Ridgeback. In his spare time, he enjoys staying active, playing sports, traveling, playing guitar, and spending quality time with family and friends.
Professional Designations
- Chartered Retirement Planning Counselor (CRPC)
Primary Location
5801 Headquarters Drive, Suite 100, Plano, TX 75024
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
- Fee Only
- Flat Fee
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above and complete the brief form or give us a call to get in touch so we can set up time for an introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Symphony Wealth Group
At Symphony Wealth Group, we serve clients from all walks of life, offering premium guidance and solutions tailored to your unique aspirations. Experience financial planning in a way that offers you the financial confidence that comes with having your own “personal CFO” by your side.Our Mission
Our mission is to achieve financial harmony, one note at a time. We believe that financial planning should be as harmonious and fluid as a symphony, where every element works together to create a balanced and fulfilling financial journey. Our commitment to this mission is built on the foundation of trust and confidence, which are the core values that guide our interactions with every client.
Your Trusted Partner
At Symphony Wealth Group, trust and dependability are at the core of our practice. Our concierge-level services, coupled with a full suite of in-house financial solutions, allow every aspect of your financial picture to be addressed. We are committed to building relationships based on shared experiences and values, caring deeply about your life and future.
An Experienced Team
Founded in 2023, Symphony Wealth Group brings together a team of experienced professionals with deep roots in the financial industry. Although we are a newly established firm, our team members possess years of expertise and knowledge, allowing us to offer seasoned insights and innovative solutions. Our collective experience empowers us to guide you through the complexities of financial planning with confidence and clarity.
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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Private Wealth Services, LLC (KPWS), an affiliate of Kestra IS. Symphony Wealth Group is not affiliated with Kestra IS or KPWS. This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of KPWS may only conduct business with residents of the states and jurisdictions in which they are properly registered. For additional information, please contact our Compliance department at 844-553-7872.
Education
Baylor University - Hankamer School of Business, BA, Business; Corporate Communications
Hobbies and Interests
- Animals
- Church
- Exercising
- Family
- Football
- Hockey
- Music
- Pickleball
- Skiing
- Sports
- Tennis
- Traveling
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Couples
- DIY Investors
- Dual Income Family
- Engineers
- Entrepreneurs
- Families
- Financial Independence Retire Early (FIRE)
- Gen X
- Gen Y / Millennials
- Individuals
- Intergenerational Families
- Investors
- Living in Retirement
- Parents
- Private Foundations & Organizations
- Remote Workers
- Technology Professionals
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