Why Stratos Wealth Partners?
We believe that doing what’s right for our clients is simply the right way to do business.
Stratos Wealth Partners is a full-service wealth and financial services firm headquartered in Solon, Ohio, with 70 wealth advisors nationwide and offices in California, Connecticut, Florida, Virginia, Pennsylvania, Maryland and North Carolina. We are 100% advisor owned which means everyone has a stake, and everyone has the opportunity to earn Partner status. Decisions are made collaboratively by all Partners, stakeholders and employees.
Our clients benefit from our planning based culture that provides for a customized investment experience for each of our clients and ensures their needs always come first. While many firms say they put clients’ needs first, we actually do so.
Leverage our strength…
- A key differentiator that separates Stratos Wealth Partners from similarly-structured network firms is our partner-based model providing advisors and their employees an equity stake in our success.
- All of our Advisors retain full ownership of their practice, providing complete autonomy in how you structure and brand your practice and serve your clients.
- Our low advisor to employee ratio allows us to deliver concierge level support to all affiliated partners and advisors.
- The average Stratos Wealth Advisor has a minimum of ten years experience in the financial services industry, however, many of our Advisor/Partners boast upwards of 30 years experience.
- Our senior leadership enjoyed successful careers as advisors before building and running large divisions and sales organizations within the country’s top insurance and investment banks.
- Our advisor Partners benefit from unparalleled support and service with access to a broad range of competitive and customizable fee based asset management programs, unbiased research, asset allocation strategies and model portfolios.
- You’re provided access to our experienced and dedicated technology, compliance, research, investment management and underwriting professionals who are here to ensure you receive the attention and timely turnaround you require to run your practice smoothly and efficiently at all times.
- You benefit from increased profit potential with lower overhead costs and greater control over business expenses. We provide computer equipment, software, phones, business equipment and office space allowing you and your staff to get up and running and focused on your clients from day one.
- Our financial advisors are affiliated with LPL Financial and can use firms like Schwab Institutional, TD Ameritrade or Fidelity through our RIA.