Financial Planning for Medical Professionals

Reduce Taxes – Plan Confidently – Invest Efficiently



Physician Assistants


Michael T. Swartz, CFP® is a La Crosse, WI Fee-Only Financial Planner serving clients locally and across the country. Swartz Financial Planning provides comprehensive financial, tax and estate planning exclusively for medical professionals. As a fee-only, fiduciary, and independent investment advisor, Michael is never paid a commission and is legally obligated to provide unbiased, trustworthy financial planning.

Meet Your Planner

Michael T. Swartz, CFP® – Owner

I provide precision advice with delicate care.

My wife, Morgan, is a medical professional.
Together, we are raising two beautiful children.

Balancing professional, personal and financial demands is time consuming.
Swartz Financial Planninng delivers the best advice available in our industry. We offer top-tier education and implementation financial services. Consulting on taxes, PSLF, investments and cash flow means you share your goals and we help get it done.

You offer great personal care.
We offer great financial planning.

We manage the personal aspects of finance extremely well.
We also excel professionally.

Our team of CFP® Professionals offer a Fee-Only1, Comprehensive2, Fiduciary3 relationship.

1Fee-Only means we receive no commission income, ever.
2Comprehensive means we examine everything your dollar interacts with.
3Fiduciaries are legally obligated to provide honest, trustworthy advice.

Professional Affiliations