We are a father and son team with extensive experience in financial planning, investment management, and retirement planning. We work with clients all around the country.
We will help clients build a plan specific their needs and objectives. We will regularly meet with our clients to both review and revise their plan in the different stages of life. We are independent advisers with a suite of resources available to us to help you meet your clients investment objectives. We think our team combines the best of experience with the support of technology.
We are founding partners of Stratos Wealth Partners. We have been involved in designing a firm that is client focused. We do not bring prepackaged solutions to your clients personal situation.
We would like to grow through the acquisition of additional practices. We will be flexible in working with your succession needs.