Meet Brian Swerdlow
As Founder & CEO of Anchor Financial Advisors, Brian brings over three decades of experience to helping clients pursue a better lifestyle in retirement with customized, hands-on strategies.
Anchor Financial Advisors · 1901 N. Roselle Rd. Ste. 800 · Schaumburg, IL 60195
Brian Swerdlow
Founder & CEO, Anchor Financial Advisors, LLC
Brian Swerdlow is the Founder and CEO of Anchor Financial Advisors, LLC. He specializes in designing and customizing targeted plans for those seeking a better lifestyle. Brian works closely with his clients in order to maximize their income and help ensure their money works as hard and as smart as they did to provide the highest potential return.
Brian’s passion is developing unique strategies for individuals and couples at all economic levels to help them attain their financial goals and, most importantly, establish financial peace of mind. Through a very hands-on experience, Brian helps clients pursue objectives such as maximum yields with minimum risk, safety of assets, protection of life savings, and reduction of taxes.
Brian also believes that something as important as your financial plan deserves personal attention and goes above and beyond with each case. In addition, Brian holds a Series 65 securities license and is a fiduciary advisor for investment advisory clients. He has the highest legal and ethical duty to always act in the very best financial interest of the client, even if it means reduced or no compensation.
Brian first entered the financial industry over 30 years ago as an options trader, trading foreign currencies at the Chicago Mercantile Exchange. He then spent time as a Financial Consultant for Merrill Lynch in Chicago before branching out on his own so that he could utilize his expertise to provide more personalized and individually customized services to his clients.
Since then, he has been able to help hundreds of families and individuals work toward their financial and retirement goals. Brian’s experience across market cycles, combined with his commitment to clear communication and education, is at the core of how Anchor Financial Advisors serves every client relationship.
Specialized Support for Your Plan
Anchor Financial Advisors works closely with experienced investment advisory and estate planning professionals to help coordinate the different pieces of your overall strategy.
Investment Advisory Team
Brookstone Capital Management
Dean Zayed
President & CEO
Brookstone Capital Management, LLC
Mark DiOrio
Chief Investment Officer
Brookstone Capital Management, LLC
Estate Planning Team
Perkins & Zayed
Mark D. Perkins
Principal Attorney
Perkins & Zayed
Jennifer N. Essed
Associate Attorney
Perkins & Zayed
Helping You Anchor a More Confident Retirement
Founded by Brian Swerdlow, Anchor Financial Advisors is focused on helping pre-retirees and retirees design clear, customized strategies so their money works as hard and as smart as they did — with a focus on lifestyle, protection, and long-term peace of mind.
Who We Are
Anchor Financial Advisors, LLC is an independent firm led by Founder & CEO Brian Swerdlow. With more than 30 years of experience across markets and economic cycles, Brian specializes in designing and customizing targeted plans for individuals and couples seeking a better lifestyle in retirement.
From our office in Schaumburg, Illinois, we work with clients at all economic levels to help them maximize income, protect what they’ve built, and pursue the financial confidence they deserve.
Our Commitment to You
Brian believes something as important as your financial plan deserves personal attention. That means taking the time to listen, explain, and walk through options in clear, practical terms — not rushed conversations or one-size-fits-all solutions.
As a Series 65–licensed fiduciary for investment advisory clients, Brian has the highest legal and ethical duty to act in your best interest, even when it means reduced or no compensation. The goal is simple: to help you pursue maximum yields with minimum risk, safety of assets, protection of life savings, and reduction of taxes.
Our Planning Philosophy
Every relationship starts with understanding where you are today — your income sources, savings, risks, tax situation, and goals for the future. From there, Brian develops strategies tailored to your specific needs instead of generic models.
Plans often include creating reliable income, helping protect against major market losses, structuring assets for tax efficiency, and planning for healthcare or long-term care events so they don’t unexpectedly derail the lifestyle you’ve worked so hard to build.
Our Mission at Anchor Financial Advisors
At Anchor Financial Advisors, our mission is to help you feel truly grounded in your retirement plan. We believe confidence comes from clarity — knowing where you stand today, what your income will look like tomorrow, and how your money is working to support the lifestyle you’ve worked so hard to build.
Led by Founder & CEO Brian Swerdlow, we design strategies that focus on maximizing income, managing risk, and protecting the savings you’ve spent a lifetime accumulating. Every recommendation is customized around your goals, your comfort with risk, and the legacy you want to leave for the people you care about most.
