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Matthew S

Series 63

Fort Myers, FL

Girard Advisory Services, LLC

Matthew Stratton is a financial advisor at Girard Advisory Services, LLC with 29 years of industry experience. He holds a Series 63 designation and has been with Girard Partners, Ltd since 2016. Girard Advisory Services, LLC is a fee-only registered investment adviser that provides wealth management, portfolio management, financial planning, and retirement plan consulting services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm serves both high-net-worth and individual clients as well as plan sponsors, emphasizing asset allocation and diversification through a proprietary research process and a broad range of investment strategies.

Tax-loss harvesting Options & derivatives strategies Passive / index investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive
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