Brian Swilling

Q: What is Brian Swilling email address?

Email Brian Swilling at brian@navipathfinancial.com. This email is the most updated Brian Swilling email found in 2026.

Q: How to contact Brian Swilling?

To contact Brian Swilling send an email to brian@navipathfinancial.com. If you want to call Brian Swilling try calling on +13475346778 and +17048664552. (updated on October 30, 2024)

Managing Partner at NaviPath Financial | Charlotte Metro

About Brian Swilling

As the Managing Partner at NaviPath Financial, Brian Swilling leverages his extensive expertise in tax planning and wealth management to empower dentists and business owners to achieve their financial goals. With a strong foundation in financial advisory services, Brian is dedicated to helping clients navigate the complexities of financial independence through tailored strategies that minimize tax liabilities and optimize net worth. His approach goes beyond traditional financial planning; he focuses on comprehensive wealth management that includes retirement planning, investment strategies, and capital markets insights.

At NaviPath Financial, Brian leads key projects aimed at enhancing financial literacy among his clients, ensuring they understand the intricacies of tax optimization and the benefits of strategic investing. His commitment to growth is evident in the innovative solutions he offers, such as customized 401(k) retirement savings plans and diversified portfolio management. By employing a holistic view of financial services, Brian helps clients not only to invest confidently but also to build sustainable wealth that can be passed down through generations.

Brian’s proficiency in asset management and financial markets allows him to provide invaluable guidance in navigating the ever-evolving landscape of investments. His collaborative approach ensures that each client receives personalized attention, aligning their financial strategies with their unique aspirations. As a co-founder of NaviPath Financial, Brian Swilling is not just a financial advisor; he is a trusted partner in his clients' journeys toward financial success and independence.

Brian Swilling Work

Managing Partner at NaviPath Financial in November 2017 to Present

Partner at NaviPath Advisory in September 2023 to Present

Financial Advisor at Waddell & Reed in May 2015 to November 2020

Brian Swilling Skills

Business Advisory Services

Practice Partner

Tax Planning

About Brian Swilling's Current Company

NaviPath Financial

Discover more about NaviPath Financial

Frequently Asked Questions about Brian Swilling

What is Brian Swilling email address?

Email Brian Swilling at [email protected]. This email is the most updated Brian Swilling email found in 2026.

What is Brian Swilling phone number?

Brian Swilling phone number is +13475346778 and +17048664552.

How to contact Brian Swilling?

To contact Brian Swilling send an email to [email protected]. If you want to call Brian Swilling try calling on +13475346778 and +17048664552. (updated on October 30, 2024)

What company does Brian Swilling work for?

Brian Swilling works for NaviPath Financial

What is Brian Swilling's role at NaviPath Financial?

Brian Swilling is Managing Partner

What industry does Brian Swilling work in?

Brian Swilling works in the Financial Services industry.