A complete list of active advisors currently associated with Strong Tower Advisory Services

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

Strong Tower Advisory Services is a registered SEC investment adviser that provides discretionary portfolio management, financial planning, retirement-plan fiduciary and financial consulting services to individuals (including high‑net‑worth clients), small businesses, trusts and estates. The firm’s brochure indicates it manages roughly $759 million in client assets and serves retirement plan sponsors as well as individual clients. The firm describes a total‑return investment approach that blends capital appreciation with dividend income and emphasizes risk management to limit drawdowns, using customized portfolios, model portfolios, tactical rebalancing and hedging techniques. STAS implements strategies with ETFs, mutual funds, stocks, bonds and options, and the brochure specifically discusses use of options and inverse/leveraged instruments as part of its hedging and tactical toolkit. Relative to many team firms, Strong Tower’s profile is notable for a multi‑hundred‑million dollar asset base managed by a compact advisory team, and its disclosure of derivative use and instruments that may employ leverage (and related references to borrowing/leveraging considerations in managed accounts) — practices that the firm’s materials address as part of risk management. The brochure also highlights that STAS provides ERISA 3(21)/3(38) retirement‑plan fiduciary services and that some advisors act as licensed insurance agents and registered representatives, arrangements the firm discloses as potential conflicts of interest.

To learn more about the advisors currently working at Strong Tower 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.