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At Stratos, we have 5 Core Values:

People First, Empower Entrepreneurs, Positive Can-Do Attitude, Embrace Collaboration, Do The Right Thing

People First

Putting People First is at the core of everything we do. Our singular focus is to meet the needs of our advisors and clients on a daily basis. We have a saying here at Stratos - "Our advisors don't work for us, we work for them." 

Empower Entrepreneurs

The entrepreneurial spirit is in our DNA. It's why we exist. And to this day, we continue to provide advisors with the resources and tools to help them become better entrepreneurs and leaders.

Positive Can-Do Attitude

We believe that facing challenges brings out our best -- our best thinking, our best problem-solving skills, our best teamwork. We are not intimidated by a challenge; we are inspired by it.

Embrace Collaboration

Two heads are better than one. Ten are better than two. We believe that when we work as a team, we can achieve our loftiest goals.

Do The Right Thing

Be honest. Be fair. Be forthright.  In our view, there’s no other way to conduct business. 

What Advisors Say

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Jeff Brown
Founder, BWM Financial

"We are very pleased with the outcome of our decision in 2015 to join this renowned network of financial advisors, which has resulted in the opportunity to scale, grow and increase our services to clients in Southern California. Following the strategic investment in 2020, BWM Financial’s partnership with Stratos ultimately shattered all expectations and provided our team not only with the tools and solutions we needed on executive leadership and M&A fronts, but a true partner with shared values and goals.”

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Greg David
Lexington, SC

“From the beginning of my time with Stratos, Jeff Concepcion and his team at the home office have been true partners in my business.  Their willingness to help and the sincerity shown, has never waivered.  Stratos goes above and beyond in order to try to provide everything that I need for my business and my clients.   The Stratos staff really does make the difference.”

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