About

Southwestern Financial Group, Inc. is a privately-held, Texas-based boutique financial services firm joint owned by its founders and the Sixth Diamond Foundation. Through its subsidiaries, Southwestern delivers financial and business services, including but not limited to fiduciary advice, asset management, alternative investments, insurance, bookkeeping, and payroll. The company also invests in publicly traded securities, private markets, real estate, commodities, and livestock. Fiduciary advisors, registered representatives, and insurance professionals with Southwestern do not accept deposits or account transfers from financial institutions with an active selling agreement for Southwestern products or services. Licensed insurance professionals with Southwestern do not earn commissions for insurance product recommendations. Insurance commissions paid by the carrier are credited to the clients retainer account to offset any future hourly billings.