Broker Check

5 Pillars of Service


We formed our firm around five principles that we believe create a strong foundation for advisory services.

1. High ethical standards.

Financial questions can be complicated enough without having to worry about the motivations behind the advice you receive. As an independent Registered Investment Advisor (RIA), Stratos Wealth Partners offers extensive, objective guidance on complex financial issues.

2. Comprehensive financial planning.

Financial planning is the cornerstone of investment management as it helps us to understand a client’s underlying values. Our Wealth Planning Process uncovers your priorities, analyzes your current situation and creates individual strategies to manage your goals.

3. Rigorous investment methodology.

As a Registered Investment Advisory (RIA) firm, we offer institutional-quality investment management with clear strategies, strict risk management guidelines and appropriate portfolio performance targets.

4. Collective knowledge.

We believe strategies developed together are stronger than those developed alone. We work as a team to help ensure your financial plan is well built from every angle. We also can partner closely with your tax and legal professionals to provide you with complete financial guidance.*

5. High-touch client service.

At Stratos, we provide the responsiveness and coordination our affluent clients require. Every client works with a dedicated support team with accountability and experience. Our support specialists build long-term relationships with you as they seamlessly support your day-to- day needs.

*Tax and legal services are not offered by Stratos Wealth Partners, LPL Financial or affiliated advisors.