A complete list of active advisors currently associated with Strategic Advisory Services

Warmer can help you find a great advisor at Strategic Advisory Services or one who fits your needs even better.

Strategic Advisory Services is an independent investment management firm that serves individual and high‑net‑worth clients as well as small businesses, estates, charitable organizations, and pension plans. It provides discretionary, fee‑based asset and investment management across mutual funds, ETFs, equities, fixed income, REITs and access to third‑party portfolio managers. The firm typically implements portfolios on a discretionary basis and uses both fundamental and technical analysis, LPL Research support, and regular monitoring and rebalancing. It offers access to model portfolio programs (Model Wealth Portfolios) and a wrap‑fee Strategic Wealth Management program through LPL Financial and Schwab, and it may allocate assets to sub‑advisors or employ a covered‑call option strategy on approved equity positions. Compared with many team firms, SAS emphasizes portfolio implementation and managed account programs rather than standalone financial planning services. The brochure also discloses that some investment adviser representatives are registered representatives and licensed insurance agents who may earn separate commission‑based compensation, and that the firm uses sub‑advisor relationships and custodial‑provided resources—features that shape its service model and potential conflicts of interest.

To learn more about the advisors currently working at Strategic Advisory Services, 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.