Paula Swain, CFP®

Financial Planner



Paula Swain is a retirement specialist dedicated to helping her clients achieve a successful retirement. Paula specializes in retirement income strategies and distribution planning, which seeks to help her clients preserve their capital, protect against outliving their money, and provide income for the rest of their lives.

Paula’s passion is helping women plan for their future especially after the death of a loved one or a divorce.

Paula is a CERTIFIED FINANCIAL PLANNER™ professional (CFP® professional) and has completed extensive training and experience requirements while adhering to rigorous ethical standards. She works closely with her clients to explain the complexities of an ever-changing financial climate and makes recommendations that are in her clients’ best interest, not her own.

Paula is a past columnist for the Observer & Eccentric news- paper. She has the honor of being selected as a Five Star Wealth Manager* for 2014, 2015, 2017, 2018, 2019, 2020 and 2022. She has appeared in Hour Detroit and DBusiness magazines.

A lifelong Metro-Detroiter, Paula lives in Royal Oak. She enjoys spending time with her five adult children and grandchildren. She plays golf, pickleball and enjoys staying fit and healthy in her spare time.

*The Five Star Wealth Manager Award is independently produced by Five Star Professional (FSP) and is based on data from financial advisors, regulatory disclosures, and FSP research. Neither the advisors nor their parent firm pay a fee to FSP for the nomination or receipt of the award. No fee was paid to promote the award.  The award was independently granted and membership in an organization was not required. Working with a Five Star Wealth Manager is no guarantee of investment success.

Phone 734-738-6300
Fax 248-948-4087