SWAN Capital - Pensacola, Florida

R J.

Swan Capital. If you're wondering and anxious about your financial plan, or lack thereof, Andrew has put together a team of experts who can bring peace to you and your family as you navigate your future. They not only answer your questions, they ask questions to help you clarify your plans. We were delighted to spend time in the office. You're going to gain confidence to move into the future with Swan insights... Thank you Swan for your insight. When you arrive, enjoy their offering of cookies and coffee/tea. Yum! That was a wonderful treat too.

Shannon C.

We're incredibly pleased with how our journey began with Andrew. He was professional, respectful to both me and my wife, and took the time to thoroughly understand our financial situation. He gave us the peace of mind we were looking for, and I truly sleep better at night knowing that Andrew has set us on a more secure path toward retirement.

John C.

I recently had my first annual review as a client of Swan Capital. I can honestly state that it has been the most stress free year concerning my finances that I have experienced in many years. Andrew and his staff have been most responsive, answering any questions or concerns I have had throughout the year in a prompt manner. In addition to financial services, Swan Capital can review or provide services for estate planning, which we found most helpful. I would encourage anyone looking for a Financial Advisor to attend one of Swan’s free seminars. In addition to a great meal, you will receive financial information in a pressure free environment.

Tonia E.

We’ve had an incredible experience working with Andrew and his team! From the very first meeting, it was clear that they are genuinely invested in helping their clients succeed. Andrew leads with wisdom and a wealth of knowledge, offering clear, practical advice tailored to our specific needs.

The team excels in educating their clients. They break down complex financial concepts into simple, visual explanations, making it easy to understand and apply. No question ever feels too small or too silly to ask—they are patient and always willing to guide us through every concern.

Thanks to their expertise, we now have a solid plan for our future. We know exactly where to put our money to achieve our financial goals and feel confident in our decisions.

If you’re looking for a friendly, approachable, and highly skilled financial consulting team, Andrew and his team are the best choice! Highly recommend!

Wendy R.

I had been planning for my retirement for some time, as it got closer I started wondering if I was really ready financially to retire. I attended a Swan Capital retirement seminar which helped me to know more specifically what to expect. I set up an appointment for the free private consultation- this was the best thing I had done towards my retirement. After discussing my situation with Andrew, I had a solid plan and felt like a great weight had been removed from me. Retirement is looking good knowing Swan Capital is handling what was worrying me the most. I am definitely Sleeping Well At Night!!

Kent W.

Very overwhelming and scary to hand things over to others but Andrew, Stephanie and the SWAN team have been great and we are off to a great start to a long relationship. They do a nice job explaining things and walking you through everything. Hopefully the anxiety goes down each day 😀 as we work through this.

Lisa W.

My husband and I have been clients of SWAN Capital for 4 years and we highly recommend them! They are professional, friendly, and treat you like family. They specialize in retirement readiness and create a detailed plan to help you meet YOUR financial goals to live the life you desire now and in retirement. We had a financial advisor prior to our complimentary review with owner and fiduciary CEO Andrew McNair and did not anticipate changing but his financial knowledge and in house Estate Planning Attorney, Scott Malleck, won us over! Moving to SWAN Capital was one of the best decisions we have ever made. SWAN stands for Sleep Well At Night which we do now thanks to SWAN Capital!

Dewey M.

I'm happy to share my experience with Andrew and his team at Swan Capital. I'm sure he has clients with considerably more investment potential than myself but when I left I felt like I was treated like the most important client they have. They also have the best coffee in town. Thanks to Andrew and the team.