Phil Swisher

Founder & CEO @Trevian Wealth Management

Boston, MA, US

Trevian Wealth Management is a Registered Investment Advisor that focuses on optimizing the personal finances of entrepreneurs and investors. We offer our expertise nationally to carefully selected individuals and families. We believe that your personal finances are a complex optimization function, where all of the components are interconnected and every component is important. We seek to provide high-quality independent advice on everything that is important to your personal finances, and we take great pride in fulfilling our fiduciary responsibility to our clients.Selecting a financial advisor is one of the most important financial decisions you will make. We believe that you should run the same type of thoughtful process for selecting a financial advisor as you would run for filling a critical leadership position in your professional life. We believe that the professionals you trust to manage your hard-earned wealth should have the same focus, intensity, and passion for excellence that enabled you to build your wealth in the first place. More details can be found at