Wealth Advisor And Founding Partner
Current
Oct 2020 - Present
AeroLeads people directory · profile
Matthew Swarbrick, Cfp® Email & Phone Number
Wealth Advisor and Founding Partner at Abiding Wealth Partners
at
Abiding Wealth Partners
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
Wealth Advisor and Founding Partner at Abiding Wealth Partners
Location
Allen, Texas, United States
Company size
Who is Matthew Swarbrick, Cfp®? Overview
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Quick answer
Matthew Swarbrick, Cfp® is listed as Wealth Advisor and Founding Partner at Abiding Wealth Partners at Abiding Wealth Partners, a with 3 employees, based in Allen, Texas, United States. AeroLeads shows a matched LinkedIn profile for Matthew Swarbrick, Cfp®.
Matthew Swarbrick, Cfp® previously worked as Wealth Advisor and Founding Partner at Abiding Wealth Partners and Wealth Advisor at Thrivent Financial. Matthew Swarbrick, Cfp® holds Bba, Finance, Economics from Baylor University - Hankamer School Of Business.
Company email context
Email format at Abiding Wealth Partners
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Abiding Wealth Partners
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Profile bio
About Matthew Swarbrick, Cfp®
I enjoy meeting with clients to help them achieve whatever their goals may be. I have a passion to share my knowledge and help others in the financial industry so they can lead more secure and generous lives. I do this using a variety of different investment and insurance products dependent on what makes my client feel most comfortable and where they are at in life. I’m a financial professional with experience helping individuals and families reach their financial goals. I often say the most important part of my job is listening. I need to understand my clients’ aspirations and it’s only then, that I can help them build a financial roadmap for making them happen.Abiding Wealth Partners may utilize third-party websites, including social media websites, blogs and other interactive content. We consider all interactions with clients, prospective clients and the general public on these sites to be advertisements under the securities regulations. As such, we generally retain copies of information that we or third parties may contribute to such sites. This information is subject to review and inspection by Thrivent Advisor Network or the securities regulators. Advisory Persons of TAN provide advisory services under a doing business as” name or may have their own legal business entities. However, advisory services are engaged exclusively through Thrivent Advisor Network, LLC, a registered investment adviser. Abiding Wealth Partners and Thrivent Advisor Network, LLC are not affiliated companies. Securities offered through Thrivent Investment Management Inc. (“TIMI”), member FINRA and SIPC, and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans. Thrivent.com/disclosures. TIMI and Abiding Wealth Partners are not affiliated companies.
Current workplace
Matthew Swarbrick, Cfp®'s current company
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Abiding Wealth Partners
3 roles
Matthew Swarbrick, Cfp® work experience
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Wealth Advisor
I help individuals and families develop a strategy to reach their financial goals and live generous lives. These financial goals could include:• Protecting the family with life insurance• Saving for retirement• Saving for a child’s college education• Charitable giving to their favorite organizations or causesThrivent is a not-for-profit, Fortune 500 financial services membership organization helping over 2 million members achieve financial security and give back to their communities. Thrivent… Show more I help individuals and families develop a strategy to reach their financial goals and live generous lives. These financial goals could include:• Protecting the family with life insurance• Saving for retirement• Saving for a child’s college education• Charitable giving to their favorite organizations or causesThrivent is a not-for-profit, Fortune 500 financial services membership organization helping over 2 million members achieve financial security and give back to their communities. Thrivent and its affiliates offer a broad range of financial products and services including life insurance, annuities, mutual funds, disability income insurance and more. As a not-for-profit organization, Thrivent creates and supports national outreach programs and activities that help congregations, schools, charitable organizations and individuals in need. For more information, visit Thrivent.com.I am licensed to do business in FL, GA, LA, NC, OK, TX, and VA.For Thrivent social media guidelines and important disclosure information visit Thrivent.com/social.Certified Financial Planner Board of Standards Inc. owns the certification marks CFP(R) CERTIFIED FINANCIAL PLANNER(TM) and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements Show less
May 2010 - Oct 2020
Student Coach
Baylor Men'S Basletball
Worked as a student coach for the Baylor Men's Basketball team. We made huge progress my sophomore year making the NCAA tournament for the first time in years. Junior year we were able to advance all the way to the NIT finals. We capped off my senior year with a great run in the NCAA tournament making it to the Elite 8 before falling to the eventual national champions Duke.
Sep 2007 - May 2010
Team & coworkers
Colleagues at Abiding Wealth Partners
Other employees you can reach at abidingwealth.com. View company contacts for 3 employees →
JJ
Jason Jupiterwala, Ricp®
Colleague at Abiding Wealth PartnersAllen, Texas, United States
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BR
Bryce Runge
Colleague at Abiding Wealth PartnersProsper, Texas, United States
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HS
Holly Shelton
Colleague at Abiding Wealth PartnersAllen, Texas, United States
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AJ
Andrew Judy
Colleague at Abiding Wealth PartnersCrawford, Texas, United States
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Jason Jupiterwala, Ricp®
Colleague at Abiding Wealth PartnersAllen, Texas, United States
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BR
Bryce Runge
Colleague at Abiding Wealth PartnersProsper, Texas, United States
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HS
Holly Shelton
Colleague at Abiding Wealth PartnersAllen, Texas, United States
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AJ
Andrew Judy
Colleague at Abiding Wealth PartnersCrawford, Texas, United States
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3 education records
Matthew Swarbrick, Cfp® education
Bba, Finance, Economics
Education record
Regents School Of Austin
Education record
Bowie High School
FAQ
Frequently asked questions about Matthew Swarbrick, Cfp®
Quick answers generated from the profile data available on this page.
What company does Matthew Swarbrick, Cfp® work for?
Matthew Swarbrick, Cfp® works for Abiding Wealth Partners.
What is Matthew Swarbrick, Cfp®'s role at Abiding Wealth Partners?
Matthew Swarbrick, Cfp® is listed as Wealth Advisor and Founding Partner at Abiding Wealth Partners at Abiding Wealth Partners.
Where is Matthew Swarbrick, Cfp® based?
Matthew Swarbrick, Cfp® is based in Allen, Texas, United States while working with Abiding Wealth Partners.
What companies has Matthew Swarbrick, Cfp® worked for?
Matthew Swarbrick, Cfp® has worked for Abiding Wealth Partners, Thrivent Financial, and Baylor Men'S Basletball.
Who are Matthew Swarbrick, Cfp®'s colleagues at Abiding Wealth Partners?
Matthew Swarbrick, Cfp®'s colleagues at Abiding Wealth Partners include Jason Jupiterwala, Ricp®, Bryce Runge, Holly Shelton, and Andrew Judy.
How can I contact Matthew Swarbrick, Cfp®?
You can use AeroLeads to view verified contact signals for Matthew Swarbrick, Cfp® at Abiding Wealth Partners, including work email, phone, and LinkedIn data when available.
What schools did Matthew Swarbrick, Cfp® attend?
Matthew Swarbrick, Cfp® holds Bba, Finance, Economics from Baylor University - Hankamer School Of Business.
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