Andrew McNair

When Andrew decided to take a leap of faith and start his own firm, he had a mission — but not yet a name. His mission was — and is — to help families keep money in perspective so they don’t spend their retirement worrying about money. The goal of the firm is to help families “Sleep Well at Night” — and that is what SWAN Capital stands for.

It’s Andrew’s goal too and has been since the age of 14 when he began an internship at a financial firm. He continued his internship through high school and into his financial studies at the University of West Florida.

Andrew works with families who are five years from retirement or already retired. He is committed to a concept he calls Total Wealth Management, which Andrew says is focused on “a fully integrated retirement plan, which should include income, tax, health care and estate plans. Sadly, many people either compartmentalize each plan or don’t have a sound plan in either one of those areas.”

Andrew is an Investment Adviser Representative and a licensed insurance professional in Florida and Alabama. Andrew has experience in the fields of retirement income, wealth preservation and long-term care — and has a strategic partnership with an attorney for estate planning services. He can also provide further information and insight into the Cygnet fund for residential real estate, commercial real estate and vacation rentals.

Andrew also works to serve and inform the community with financial news and insight. He is a public speaker, an adjunct professor at Pensacola State College and host of a weekly radio show called “What Your Money Would Say” heard on WCOA 1370AM and other stations across the Pensacola and Mobile areas. He has appeared as a financial commentator on WSJ, Forbes and Fox Business and has also contributed to Market Watch. Andrew is the author of three books: “Don’t Be Penny Wise & Dollar Foolish”, “Tithe: A Living Testimony” and the Giving Crisis”. Lastly, he is host of the Rich Young & Powerful podcast.