Ollie Grant Private Wealth-Financial Advisor: Ryan K Foncannon

Ollie Grant Private Wealth-Financial Advisor: Ryan K Foncannon Ollie Grant Private Wealth is part of the SWAN Virtual Family Office (VFO) family of companies. This is the investment arm of SWAN. S.W.A.N.

We specialize in unicorn investments, alternative investments, & advanced tax reduction security products. Ryan grew up in Vincennes, Indiana. He graduated from Vincennes Lincoln High School. He went onto graduate from Vincennes University with an Associate’s in Business Administration. He decided to transfer to the University of Southern Indiana in Evansville, where he has been since 1999. He gra

duated with a Bachelor’s in Marketing and a Master’s in Business Administration from USI. Ryan started his career in the summer of 2006 after getting his M.B.A., with Combined Insurance Company. He really liked meeting and helping people. This offered him the opportunity to do so. He then went onto a career with Banker’s Life & Casualty. They offered more products, but still did not do a great job of offering products that were in ‘the best interest’ of the client. Ryan then decided to go onto a career with Great American Senior Benefits, which later became American Senior Benefits. He went onto to get promoted to Field Trainer. But, even though they had more products, they still didn’t offer a full portfolio of products that would allow him to be unbiased and be able to do what is best for the client. That led to the development of S.W.A.N. Financial Solutions. ‘SWAN’, stands for Sleep Well At Night. A company that is unbiased and will do what is in the client’s best interests, always. We talk about solutions and are not ‘product pushers’. Ryan went out and researched the best companies for each particular solution to find the best products at the cheapest prices & in the best interests of the client. He has partnered with the top advisors in the country in each respective field to provide the best solutions in the country. Seeing the significant need to help pre-retirement, retirement, and conservative communities in Southern Indiana and Western Kentucky, he has built a tactical and strategic financial planning firm, developed upon strategies, ethics, and performance that allows his clients to Sleep Well At Night. His professional registrations include a Series 65, as well as Life Insurance, Health Insurance, and Long-Term Care Insurance Licenses. He also has his National Social Security Advisor designation. He is the only financial advisor in Southern Indiana and Western Kentucky to have this designation, at this time. Ryan Foncannon is a fiduciary financial advisor, meaning he must always put his clients’ interests first. Brokers, on the other hand, are generally not held to the same rigorous standard. Financial Solutions specializes in wealth management, investing, financial and retirement planning, insurance strategies, comprehensive college planning, and social security planning. All portfolios are designed for those who appreciate safe, secure investments and who want to reduce risk of moving backwards financially. We work with individuals who are searching for alternatives to the traditional buy and hold strategy that left investors at a deficit over the last 11 years. With the “buy and hold” methodology, investors may have no idea where they will be in 5, 10, 15, or even 20 years; therefore, this method rarely works for the majority of investors. How can you build wealth, if you are always trying to get back to where you were before the market went down? That is why we provide access to high quality, low risk private wealth managers, and is equipped to establish safe and secure accounts for our clients.

06/12/2025

Our office will be closed Friday, June 13th thru Sunday, June 22nd for vacation. Our Director of Operations will be monitoring emails. She can be reached at [email protected] Thanks! 🙏🏻

05/26/2025
04/28/2025
Thank you The CIO world for the recognition, cover, and article! 🙏🏻
04/24/2025

Thank you The CIO world for the recognition, cover, and article! 🙏🏻

In the recent edition, Top Wealth & Tax Strategist of the Year, The CIO World magazine features , Managing Partner at SWAN Virtual Family Office. The issue highlights Foncannon’s innovative strategies and leadership, which are transforming the landscape of wealth management and tax planning with visionary approaches and impactful results.

Read More: https://tinyurl.com/mwbe3yfk

Just had an article posted on MSN about our firm. Feeling very blessed. 🙏🏻
04/22/2025

Just had an article posted on MSN about our firm. Feeling very blessed. 🙏🏻

In today’s rapidly shifting business landscape, real change often comes from those willing to challenge the status qu

The polls have opened for a fundraiser for It Takes a Village No-Kill Rescue! We have submitted our lover boy in honor o...
02/02/2025

The polls have opened for a fundraiser for It Takes a Village No-Kill Rescue! We have submitted our lover boy in honor of Valentine’s Day for Pet of the Year. Help us support a great cause!

Show your support for It Takes A Village No-Kill Rescue, Inc. by voting for Fitzgerald “Fitz” Grant Foncannon in It Takes a Village Pet of the Year

Happy Martin Luther King Jr. Day!! 🙏🏻
01/20/2025

Happy Martin Luther King Jr. Day!! 🙏🏻

Address

123 NW 4th Street Suite 14
Evansville, IN
47708

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 6pm

Telephone

(855) 792-6836

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