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233 S 2nd Ave, Yuma, AZ 85364

(928) 247-6300
swag@lplfinancial.com
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Strategic Investments,
Confident Approaches,
Personalized Strategies

At Southwest Advisory Group we are committed to prioritizing your goals
and providing recommendations that make sense to you.

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Learn More About<br/>Our Services

Learn More About
Our Services

Get to Know Our<br/>Team Members

Get to Know Our
Team Members

Connect with <br/>Our Office

Connect with
Our Office

Welcome to Southwest Advisory Group

Who We Are

Who We Are

We are more than just financial advisors; we are your valued partners in Yuma, AZ, joining you on your financial journey. With over 30 years of combined experience, our team is dedicated to providing fundamentally sound advice and dedicated service. We are deeply rooted in the Yuma community, and our easy-going approach strives to ensure that you feel confident in your financial decisions

Our Core Values

Our Core Values

Our journey began with a simple yet powerful belief: honesty, integrity, and timeliness are the cornerstones of any dynamic financial advisory practice. Over the years, we have built a reputation for providing personalized financial advice that serves our clients' unique needs and helps them work toward their goals. Our team is composed of seasoned professionals who understand the complexities and risks of the financial markets and are committed to guiding you through them with clarity and confidence.

Our SWAG Advisors

Steve Schulte, CFP<sup>&#174;</sup>, MBA

Steve Schulte, CFP®, MBA

Founder, Southwest Advisory Group

Private Wealth Manager

Melissa Toler Short,&#160;CRPC<sup>&#174;</sup>

Melissa Toler Short, CRPC®

Financial Advisor

Meet the SWAG Team

Powered by LPL Financial

As financial advisors within LPL Financial’s employee advisor channel, we have access to a wide range of resources and tools that enable us to create personalized financial strategies. This includes robust financial planning software, market research, and investment analysis tools, as well as a diverse selection of investment options from various providers.

This alignment of interests fosters a relationship built on collaboration and transparency, enabling us to develop personalized strategies that truly address the unique needs and circumstances of each individual client. Additionally, ongoing professional development, training, and compliance support help us stay updated on industry best practices, regulatory changes, and financial planning techniques.

Our Commitment

Our Commitment

We believe in treating people the way we would want to be treated. This foundational principle guides everything we do. By providing high-quality service and strategic advice, we build strong, long-lasting relationships with our clients. Whether you are nearing retirement, managing a small business, or planning for your children's education, we are here to support you every step of the way.

Learning Center and Resources

Our Resource Center features valuable articles, videos, and calculators covering an array of financial topics you can delve into to learn more. Our featured articles below cover retirement planning, estate planning, and investments. Click the articles to read more and feel free to explore our page for more information.

Estate Management Checklist

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.
Learn More
Choosing a Retirement Plan that Fits Your Business

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.
Learn More

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