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Edward S

CFP®, Series 65

Washington, DC

Strathmore Capital Advisors

Edward Stroman is a CFP® with 11 years of industry experience and has been with Strathmore Capital Advisors since 2014. He holds a Series 65 license and is based in Washington, DC. Strathmore Capital Advisors provides discretionary portfolio management and goals-based financial planning to individuals, trusts, endowments, and participant-directed retirement plans. The firm employs an asset-allocation approach focused on long-term investment using mutual funds and ETFs, supplemented by technology for client service and integrated tax preparation and estate-planning offerings.

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