A complete list of active advisors currently associated with Strickler Investment Services, LLC

Warmer can help you find a great advisor at Strickler Investment Services, LLC or one who fits your needs even better.

Strickler Investment Services provides discretionary investment management and financial planning to individuals (including high‑net‑worth clients), trusts, and charitable organizations. The firm offers stand‑alone and subscription‑based planning, ongoing portfolio supervision, and access to tax preparation services through an affiliated tax advisory entity, and it advises on held‑away accounts and insurance products as appropriate. The firm takes an active, asset‑allocation driven approach, implementing portfolios that mix equities, ETFs and mutual funds and rebalancing on a quarterly, semi‑annual, or annual basis according to client objectives. Strickler uses third‑party model managers and a platform arrangement (including AE Wealth Management and custodial access to Fidelity) and applies the Nitrogen risk‑analysis tool to quantify client risk profiles and align portfolio construction. Several operational features distinguish Strickler from many peers: it acts as a wrap‑fee program sponsor through its platform provider, has a common‑ownership insurance agency whose representatives may recommend annuities and receive customary commissions, and maintains an affiliated tax preparation company that the firm pays to prepare taxes for ongoing planning clients. The brochure also discloses referral arrangements, including a flat‑fee referral relationship with an estate attorney and the firm’s use of an insurance IMO (Advisors Excel) for marketing and business development support.

To learn more about the advisors currently working at Strickler Investment Services, 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.