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OUR BUSINESS IS BUILT ON A FOUNDATION OF
THOUGHTFUL CLIENT RELATIONSHIPS
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (412) 368-5929.
Who We Are
We are Pittsburgh financial planners and professionals based in Sewickley. Our team understands that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck
Who We Are
We are financial experts based in Sewickley. Our team understands that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.
Stratos Named To Barron’s Top 100 RIA Firms
RECOGNIZED FOR FIVE CONSECUTIVE YEARS
Stratos Wealth Partners (Stratos) today announced it was named to Barron’s Top 100 RIA Firms for the sixth consecutive year. The firm earned the No. 29 spot on the 2023 ranking.
The annual list is based on a 102-question survey on a firm’s assets, revenue, advisor growth and client retention. The methodology includes qualitative factors including experience, degrees, diversity, charitable work and compliance records.
“Our continued presence on this prestigious list is a testament to the hard work and dedication of our advisors and team members who enabled our growth and success,” said Jeff Concepcion, Founder and CEO of Stratos Wealth Partners, part of Stratos Wealth Holdings.
Stratos Wealth Partners was also recently recognized by CityWire as one of the fastest-growing RIAs in Ohio, and Stratos President Lou Camacho was recognized by Crain’s Cleveland Business as a Notable Latino Leader.
About Stratos Wealth Partners
Stratos Wealth Partners, Ltd., an SEC Registered Investment Advisor, manages over $10.8 billion in advisory assets, and advises through LPL Financial, over $8.1 billion in brokerage and third-party managed assets for a total of $18.9 billion as of June 30, 2023. Stratos offers operational, and strategic resources, as well as an infrastructure allowing advisors the flexibility to develop and grow their business. Since its founding, Stratos has grown to 279 independent advisors, has 73 home office staff, and has more than 115 locations in the United States.
Strategic Resources
You are under no obligation to use the services of any of the entities shown and may choose any qualified professional to provide any of the services described above. These entities and their services are not affiliated with LPL Financial and Butson Financial Advisors.
Strategic Resources
You are under no obligation to use the services of any of the entities shown and may choose any qualified professional to provide any of the services described above. These entities and their services are not affiliated with LPL Financial and Butson Financial Advisors.