A complete list of active advisors currently associated with Stars & Stripes Financial Advisors
Warmer can help you find a great advisor at Stars & Stripes Financial Advisors or one who fits your needs even better.
Stars & Stripes Financial Advisors is a state-registered independent investment adviser that provides tailored investment management and financial planning to individuals and to institutional clients such as charitable organizations and businesses. The firm offers ongoing portfolio management, comprehensive and hourly financial planning, and may implement models through third‑party managers or sub‑advisors as part of its services. The firm’s investment approach emphasizes establishing client-specific objectives and constructing asset allocations that combine passive and active strategies informed by Modern Portfolio Theory, with periodic (typically quarterly) reviews and the ability for clients to impose written restrictions. In addition to one‑on‑one planning and management, the firm conducts educational seminars and speaking engagements to provide general financial education to groups and communities. Distinctive aspects include its reported work for institutional clients despite modest reported assets under management (about $528,700 across roughly 20 client relationships), the firm’s use of client testimonials in its advertising, and a formal seminar/speaking program that may be provided pro‑bono. The firm also relies on third‑party model portfolios and a recommended custodian relationship to deliver its services.
To learn more about the advisors currently working at Stars & Stripes Financial Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Douglasville, GA
| 4
|
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