Fort Worth, TX Office

Astoria Strategic Wealth provides financial planning and investment management to individuals (including high-net-worth clients), charitable organizations, private businesses, and retirement plans through tiered service levels (Silver, Gold, Platinum) as well as hourly, 18–25 under parents, and pro bono engagement options. The firm delivers both discretionary and non-discretionary portfolio management and retirement-plan consulting, serving roughly 175 client relationships and managing approximately $482 million in client assets with a team of seven advisors.

The firm’s investment approach centers on asset allocation using primarily ETFs and mutual funds, supported by fundamental and quantitative analysis and a generally long-term buy-and-hold orientation governed by client-specific investment policy statements. Gold and Platinum clients receive additional coordination with tax and estate advisors, and the firm maintains a formal process to review non-standard or alternative investments while explicitly excluding those assets from its managed-account trading and fee calculations.

Noteworthy for a team of its size, Astoria maintains seven offices, an operational footprint that is uncommon among peer firms and that supports multi-advisor coverage and client service capacity. It also documents a structured, limited-scope process for non-standard asset reviews, offers ERISA 3(21) limited-scope fiduciary retirement-plan services, provides dedicated programs for younger clients and pro bono work, and maintains internal incentive arrangements related to new-client development.