RJ Swindaman III, CFP®, CPFA®
RJ Swindaman has spent the last decade of his professional career serving as both an advisor and mentor. Working closely with business owners, C-Suite executives, and front-line employees alike, RJ brings a strategic, data-driven, and human approach to achieving each client’s goals. His passion for helping businesses thrive led him to found Fernweh, LLC, where he focuses on helping businesses get the most out of their employees and helping employees get the most out of their careers.
Now a valuable member of our wealth advising team, RJ specializes in retirement and financial planning, as well as consulting on employer-sponsored plans for business owners. His decade of experience allows him to deliver personalized strategies that drive long-term success. Partnering with Steve Frank, our Wealth Advisor and Director of Retirement Plan Services, RJ is dedicated to delivering top-tier service and education from our Columbus office, helping clients achieve their financial goals and secure their future.
More than a traditional financial advisor, RJ’s flexible approach is designed to deliver sustainable, long-term results. His process is simple: live and breathe by your unique road map, supported by consistent training and reinforcement. He believes in uncovering the unique challenges facing each client and providing solutions that move their organization forward.
RJ graduated from The Ohio State University in 2008 and holds an MBA from Franklin University. He is a CERTIFIED FINANCIAL PLANNER® professional and a Certified Plan Fiduciary Advisor (CPFA). Originally from Maumee, Ohio, RJ now resides in Westerville with his wife, Stephanie, and their three kids. When he’s not working, you might think you’d find him on the golf course—just kidding, there’s not much time for that! But, RJ does manage to carve out time for his second favorite hobby: cooking.