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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 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 and Grove City, PA. 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 on 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), a part of Stratos Wealth Holdings, today announced it was once again named to Barron’s Top 100 RIA Firms. Stratos was ranked No. 23 on the 2025 national ranking. Stratos has appeared on the list for eight consecutive years.
“We are honored and humbled to have a continued presence on this list,” said Jeff Concepcion, Founder and CEO of Stratos Wealth Partners. “The wealth management industry is complex and competitive, and to rank at No. 23 this year is a function of the passion and dedication of our advisors and home office team who support our growth.”
Barron’s Top RIA Firms list was created in 2016 to rank independent advisory companies based on assets managed by the firms, growth, technology spending, succession planning and other metrics. The publication gathered information based on a survey of the firm’s assets, revenue, advisor growth and client retention. The methodology includes qualitative factors including experience, degrees, diversity, charitable work and compliance records.
On Sept. 12, 2025, Stratos Wealth Partners, Ltd. placed 23 on the list for the year 2025. Stratos Wealth Partners, Ltd. applied for the award by submitting responses to a detailed questionnaire for the award committee’s consideration. Stratos Wealth Partners, Ltd. did not pay any compensation to be considered for the award. The award is not representative of any one client’s experience and is not indicative of our firm’s future performance. The award was independently granted, as Stratos Wealth Partners, Ltd. has no affiliation with Barron’s. Please note that the award is not a referral to, endorsement or recommendation of, or testimonial for the advisor with respect to its investment advisory or other services. Barron’s weighs dozens of qualitative and quantitative components, including assets managed, the size and experience of teams, regulatory record of the advisors and firms, succession planning, technology spending, and staff diversity based on responses supplied by the advisor to a detailed survey.
Barron’s “Top 100 RIA Firms” ranking is based upon quantitative and qualitative criteria including: regulatory records, client retention reports, assets managed, revenue generated, technology spending, number of clients, size and diversity of staff, placement of a succession plan, and more. Investor experience and returns are not considered. Neither THE FIRM nor its financial advisors pay a fee to Barron’s in exchange for the ranking.







