Peter Swenty, a graduate of The University of Cincinnati, holds a BBA in Finance and began his career in the financial industry in 2005. Joining Larmann Financial in 2018 as a Director of Wealth Management, his personal mission is to provide experience, intellectual capital and dedicated personal service to his clients.
Peter has the knowledge, experience and commitment necessary to manage client investments on an ongoing, fully discretionary basis. As an independent financial advisor, he strives to provide objective advice on critical financial matters. He will develop an investment strategy focused clearly on clients' personal objectives -- one that reflects their lifestyle expectations, cash flow needs, risk tolerance and aspirations for the future. Peter helps clients navigate the challenges of today's markets, providing a disciplined plan designed for achieving what's most important to them--the goal of realizing their dreams.
Peter also works with business owners providing guidance and intelligent design with regard to financial planning for their family, their business and their employees. He serves as a co-fiduciary with plan sponsors on corporate retirement plans. He provides regulatory support, education and investment advice to both plan sponsors and their employees. Peter is a Registered Representative with Kestra Investment Services, LLC and an Investment Advisor Representative with Kestra Advisory Services, LLC.
Peter lives in the Anderson Township area of Cincinnati. Outside of the office, he enjoys golf, travel, gourmet cooking and spending time with his wife and daughters.