A complete list of active advisors currently associated with Strada Wealth Management, LLC

Warmer can help you find a great advisor at Strada Wealth Management, LLC or one who fits your needs even better.

Strada Wealth Management serves individual and high‑net‑worth clients with financial planning, discretionary portfolio management, and a specialized marital‑matters practice. The firm combines ongoing planning engagements with an investment management program and may recommend third‑party money managers as part of its services. The firm uses a mix of charting, fundamental, and technical analysis and employs strategies that range from long‑term investing to more active techniques such as short‑term trading, options and margin transactions. Financial planning engagements begin with onboarding and data gathering, include scheduled strategy sessions and regular market updates, and client accounts are reviewed at least annually by the firm’s principal. Compared with many peers, Strada relies on hourly, flat‑fee and retainer billing arrangements rather than charging percentage‑of‑assets fees, an uncommon fee model among supported firms. It also emphasizes client education through its planning platform, market updates and strategy sessions and maintains a dedicated practice for marital‑transition matters, including a certified divorce‑financial analysis service and separate engagement terms.

To learn more about the advisors currently working at Strada Wealth Management, LLC, 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.