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Hannah Swigert

55 S. Main Street

Centerville, OH

45458

Phone:

Email:

937-938-9610

Hannah E. Swigert, President and founder of Columbia Financial, has been in the financial planning industry for 20 years. Throughout the late nineties, she taught continuing education for CERTIFIED FINANCIAL PLANNERSTM and provided best practices and support to financial advisors nationwide. 


Hannah discovered throughout her years of consulting that there was a significant lack of communication between clients’ various advisors which often derailed even the most comprehensive of financial plans. She frequently found herself acting as a liaison between attorneys, CPAs and business advisors on behalf of the client, and thus…..Columbia Financial was born.


Born and raised in Dayton, OH, Hannah has developed a passion for the business owner, particularly in the manufacturing sector upon which her home city was founded. Her primary goal is to bring value to the entrepreneurs that support the economic growth of the community by helping them reduce tax burdens, retain and attract key employees, and develop a plan for the business owner to exit in a way that ensures a comfortable retirement while keeping their life’s work financially sound and sustainable.


The core belief that financial planning is about planning for life is what drives Hannah to develop deep relationships with her clients, their children and grandchildren. She is committed to helping them create not only a successful retirement, but a meaningful legacy through creative estate plans and continued family guidance.


Hannah has served in various capacities for local political committees over the years and has a strong belief in supporting local charities. She is the mother of two sons, a voracious reader, loves football and boxing…..and most enjoys testing her culinary flair on family and friends.

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Stratos Wealth Partners, Wealth Management, Financial Planner, Financial Advisors

3750 Park East Drive - Beachwood, OH 44122

Office: (866) 553-9882 - Fax: (440) 505-5609​​​

Info@stratoswp.com

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Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor and a separate entity from LPL Financial. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AL, AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, ME, MD, MI, MN, MO, MS, MT, ND, NE, NH, NJ, NC, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV and WY.

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*On Sept. 13, 2024, Stratos Wealth Partners, Ltd. placed 22nd on the list for the year 2024. Stratos Wealth Partners, Ltd. applied for the award by submitting responses to a detailed questionnaire for the award committee’s consideration. Stratos Wealth partners, Ltd. did not pay any compensation to be considered for the award. The award is not representative of any one client’s experience and is not indicative of our firm’s future performance. The award was independently granted, as Stratos Wealth Partners, Ltd. has no affiliation with Barron’s. Please note that the award is not a referral to, endorsement or recommendation of, or testimonial for the advisor with respect to its investment advisory or other services. Barron’s weighs dozens of qualitative and quantitative components, including assets managed, the size and experience of teams, regulatory record of the advisors and firms, succession planning, technology spending, and staff diversity based on responses supplied by the advisor to a detailed survey.

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