A complete list of active advisors currently associated with Strong Wealth

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

Strong Wealth provides comprehensive financial planning and discretionary investment management to individuals and high‑net‑worth clients, with a specialized focus on incorporating bitcoin into long‑term strategies. Services include ongoing and project‑based planning, bitcoin‑centric financial planning, education on custody and security practices, and client access to a digital Financial Independence Plan through an eMoney portal. The firm combines passive and active investing and uses a proprietary dynamic allocation approach called Fluvius (offered in three‑ and four‑sleeve variants) that allocates to ETFs — including a bitcoin ETF for crypto exposure — alongside equities, commodities, and fixed income. Investment decisions are guided by technical, cyclical and charting analysis (including use of U.S. M2 money supply for cycle signals), documented Investment Policy Statements, and periodic rebalancing and momentum/relative‑strength filters. Among features that distinguish Strong Wealth from many peers, the brochure discloses that the firm’s advertising includes hypothetical performance and the use of endorsements and testimonials. The firm also accepts bitcoin as a form of payment for planning services, provides bitcoin inheritance documentation while expressly not taking custody of private keys, and has advisory personnel with direct involvement in bitcoin mining operations.

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

Name	Location	Years of experience
Mitchell Moore	Colorado Springs, CO	6
Jacob Phelps	Colorado Springs, CO	7

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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