A complete list of active advisors currently associated with Strategic Wealth Partners, LLC

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

The firm provides financial planning and discretionary investment management to individuals, households and select institutional clients, including trusts, foundations, pensions and corporations. In addition to traditional securities, the firm recommends and monitors alternative real-estate-related investments such as First Trust Deeds, Delaware Statutory Trusts and certain REITs. Portfolios are managed on a discretionary basis using client-specific asset allocation guidelines developed through interviews and risk assessment, with investment decisions grounded primarily in fundamental research and occasional technical analysis. The adviser also incorporates multigenerational planning conversations where appropriate and supervises transitions into recommended allocations, including positions that may be illiquid. Noteworthy for a solo independent adviser, the firm’s principal is separately licensed to sell insurance and may receive commissions for insurance or annuity transactions, a conflict the brochure discloses and attempts to mitigate. The firm also discloses a prior state registration matter that was resolved through settlement and corrective steps; the principal is a CFP® professional with extensive industry experience and the firm manages a relatively small client roster and asset base compared with larger peers.

To learn more about the advisors currently working at Strategic Wealth Partners, 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.