Southwestern Financial Group

Growth | Service | Persistence | Achievement | Challenges | Excellence

Southwestern is a founder-led limited liability company jointly owned by private investors and the Southwestern Foundation.

Through its diversified portfolio of subsidiaries, the company delivers financial and business services, including but not limited to fiduciary advice, asset management, alternative investments, insurance, bookkeeping, payroll, and human resources. Southwestern also invests in publicly traded securities, private markets, real estate, commodities, and livestock.

The Most Trusted Brand in Financial Advice™

Leveraging our proprietary Consulting, Advice, Leadership, and Coaching (or “CALC”) approach to financial services, Southwestern Advisory Group delivers on its mission to be “The Most Trusted Brand in Financial Advice™” by helping clients attain and maintain their financial independence.

Our CALC service model uniquely allows our team members to be exclusively client-focused and impartial to the financial institutions, investment custodians, or insurance carriers we recommend to implement our client’s financial plan successfully.

No sales managers, no sales commissions, no revenue sharing, and no sales trips. Simply unparalleled service, exceptional financial advice, more efficient portfolio growth, inflation-protected income, and a greater net worth for you and your heirs.

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The Most Trusted Brand in Essential Asset Investments™

Since 2017, Southwestern’s boutique asset management firm has delivered alternative investment solutions in essential asset classes to complement the diversified investment portfolios of family offices, investment advisors, broker/dealers, and their accredited investors.

Pairing our seventy-two years of combined financial services and real estate investing experience with our multi-generational expertise in livestock and commodity production allows our team to successfully acquire, manage, operate, lease, and liquidate essential assets such as farmland, farm-related properties, commodity production/handling facilities, and residential housing.

The firm currently manages multiple limited partnerships, private placements, and real estate investments while also providing consultative and advisory services to investors self-managing their essential assets.

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As a third-party accounting and business services firm, Southwestern Management Services provides human resources and accounting services. We are certified in EOS® implementation, and provide payroll, AP/AR, bookkeeping, and Fractional CFO services. We will help you manage your business accounts and prepare your finances for your registered tax preparer.
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Founded in 2022, Southwestern Capital Markets (or “SwCMG”) is the exclusive distribution partner of Southwestern Asset Management’s unique and diversified essential asset investment products. SwCMG engages with broker/dealers, family offices, RIAs and high net-worth individuals to deliver these opportunities to accredited investors.

SwCMG is a strong partner through the entire product design, due diligence, selling syndicate, distribution, and capital raise phases of each offering to bring scale and leverage to SwAM’s essential investment solutions. By partnering with investment professionals, our team can position these products to successfully earn a place in investor portfolios – allowing us to continually offer essential asset opportunities such as farmland, farm-related properties, commodity production/handling facilities, and residential housing.

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The Most Trusted Brand in Farm Investments™

Our agriculture real estate investment firm provides sale-leaseback, acquisition-leaseback, and capital investment solutions. We can invest up to $25 million in your operation to increase your working capital, expand your operation, maintain your farm, or bridge a loan or equity gap. Our acquisition-leaseback program ensures you own the property we acquire for you within 8-10 years.

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An Associate Will Reach Out.

Office Hours/Closures:

Monday – Thursday 8 am CT – 5 pm CT
Friday – 8 am CT – 4 pm CT
Saturday & Sunday – Closed

Office Closed:

New Years Day
Thanksgiving Day
Christmas Day

Available by phone and email:

Martin Luther King Jr. Day
President’s Day
Good Friday
Memorial Day
Labor Day