About Our Firm

Here’s our story. We look forward to hearing yours.

Larry Swedroe, Strategic Partner and Chief Investment Strategist

Larry Swedroe

CHIEF INVESTMENT STRATEGIST

Larry’s journey in finance and investing is rooted in a strong academic foundation. After earning a BBA from Baruch College, where he was recognized as most likely to succeed in finance and investing with the Wall Street Journal Award, Larry went on to receive his MBA from NYU as valedictorian of his class. These early achievements set the stage for a distinguished career that has consistently bridged the gap between complex financial concepts and the everyday investor.

Among his first major contributions was the publication of “The Only Guide to a Winning Investment Strategy You’ll Ever Need,” a book recognized for making the science of investing accessible to a broad audience. The second edition was released in 2005. Since then, Larry has authored eight more books, including “What Wall Street Doesn’t Want You to Know” (2001), “Rational Investing in Irrational Times” (2002), “The Successful Investor Today” (2003), “Wise Investing Made Simple” (2007), “Wise Investing Made Simpler” (2010), “The Quest for Alpha” (2011), “Think, Act, and Invest Like Warren Buffett” (2012), and his latest, “Enrich Yourself” (2024).

His collaborative spirit is evident in the nine books he co-authored, such as “The Only Guide to a Winning Bond Strategy You’ll Ever Need” (with Joe Hempen, 2006), “The Only Guide to Alternative Investments You’ll Ever Need” (with Jared Kizer, 2008), and “Your Essential Guide to Sustainable Investing” (with Sam Adams, 2022), among others.

Larry’s commitment to evidence-based investing is reflected in his rigorous approach to research. He regularly reviews findings from dozens of peer-reviewed financial journals, distilling insights that shape formal investment strategy recommendations. His own articles have appeared in respected publications like the Journal of Accountancy, Journal of Investing, AAII Journal, Personal Financial Planning Monthly, and the Journal of Portfolio Management.

A sought-after national speaker, Larry has appeared on major television networks such as NBC, CNBC, CNN, and Bloomberg Personal Finance. He is also a prolific contributor to financial media outlets, including Morningstar, Wealth Management, The Evidence Based Investor, Financial Advisor, Alpha Architect, and Seeking Alpha.

Throughout his career, Larry has held leadership roles in prominent organizations, including as Head of Financial and Economic Research at Buckingham Wealth Partners, where he served on the Investment Policy Committee and Board of Directors until June 2024. He has also held executive roles at Prudential Home Mortgage/RSCA and Citicorp, as well as management positions at CBS. Since July 2024, Larry has worked as an independent consultant to RIAs and investment firms.

Larry’s dedication to education and clear communication has made him a trusted voice in helping others navigate the world of investing.