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"Wealth is not about zeros in the bank account; it’s about adding options to your life."

-Ryne Mading, Founder 


Switchbacks Capital Advisory

What does financial freedom mean to you?

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The Switchbacks Capital Advisory Difference

Having Options

What makes you happy and fulfilled is possible.

Let Switchbacks Capital Advisory be your guide to financial freedom.
An advocate you can count on
A true wealth management experience includes offering clients objective and innovative strategies from a truly independent, client-centric, open architecture advisory firm.
Image by Alesia Kazantceva

Benefits of working with an independent financial advisory firm:

independent custodian
Your assets are held by an independent custodian, not the advisor firm
fiduciary recommendations

As a fiduciary,  recommendations are made with your best interest in mind  

money to reflect values
Assist clients in using their financial resources to reflect their values
responsive, attentive, and personalized relationship
A relationship that is responsive, attentive, and personalized
no sales quotas
No sales quotas. The relationship should be mutually beneficial. 
simple transparent fee structure
Simple and transparent fee structure

Interested in creating your financial road map?


Switchbacks Capital Advisory seeks to simplify, strategize and personalize financial lives, investments, and legacy.  With a commitment to providing a high level of service, independent research and analytics accompanied with thoughtful advice. 
one size doesn't fit all
One size doesn’t fit all.
A customized strategy is developed using a process to tailor fit your financial plan
Individuals and Families Financial Plan
Individuals and Families 
and Families 
Business Owners Financial Plan

Business Owners 

Corporate Executives
Corporate Executives Financial Plan
Corporate Executives 
Charity and Non-profits Financial Plan
Charitable Organizations and Non-profits
Charitable Organizations and Non-profits
Philanthropy Financial Plan



Core Beliefs

This isn’t your typical financial advisory firm.
Financial Independence = Options.
Wealth isn’t a number in the bank account, it’s about having the option to spend your time doing exactly what you want to do.
Save money. Enjoy life too.
Saving is essential to reach financial independence, but not at the expense of diminishing the life experience. Let’s focus on achieving both.
Keep it simple.
There is no need to add complexity to an already confusing and noisy financial world. Keep it simple and add complexity as needed.
Flexibility is key.
Maintaining flexibility in a financial plan is crucial for when life doesn’t go as planned.
This is a partnership.
When clients win, everyone wins.
Work from anywhere.
Location independence is a new form of wealth. Meeting clients where they are is essential.

Interested in creating your financial road map?

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