A complete list of active advisors currently associated with Stryker Financial

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

Stryker Financial provides financial planning and portfolio management for individuals, high‑net‑worth clients, and small businesses, and also serves pension and profit‑sharing plans. The firm manages approximately $15.1 million in client assets across roughly 53 relationships and also offers pension consulting through third‑party administrators and sales of life, health, disability, long‑term care and annuity insurance products. The firm manages client accounts primarily on a non‑discretionary basis, requiring client approval for transactions and conducting semi‑annual account reviews while tailoring plans to each client’s priorities such as retirement, education funding, and tax coordination with outside tax professionals. Its investment process emphasizes fundamental analysis and long‑term strategies, and it uses tools like Money Tree and Vanguard Advisor portfolio construction to align allocations with client risk tolerances. Stryker Financial is distinctive among peers for the combination of primarily non‑discretionary asset management and explicit pension consulting and in‑service 401(k) work offered without separate fees—services that are relatively uncommon for independent advisers of this size. The adviser is also a licensed insurance broker who receives commissions on insurance product sales, a disclosed conflict of interest clients should consider when reviewing recommendations.

To learn more about the advisors currently working at Stryker Financial, 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.