WHY CHOOSE STRATOS?

Many advisors find it easier to go independent as part of an established firm. You are able to enjoy real independence while benefiting from logistical support, lower startup costs, shared overhead and other economies of scale. By sharing the knowledge of those who’ve already made their move, your transition can be smooth and efficient.

Stratos Provides The Freedom To:

Choose your business model and location

Higher income potential

Potential to Increase profitability through  economies of scale

Recommend highly customized strategy options to your clients

Develop more meaningful client relationships

Work free from the pressure to sell specific products

Build equity in your future as an Owner/Partner

Control your own destiny

As a Stratos independent advisor, you are able to recommend the investment strategy options that meet your clients’ needs. You’re free from the pressure to push specific products or meet “informal” cross-selling goals. And you won’t have to worry about client relationships being compromised by senior management’s agenda or bad press.

Business Meeting

A Collaborative
Peer Network

One of the keys to our advisors’ success is the peer network we have established. As a partner-owned firm, our advisors take an interest not only in their success, but in that of the firm and their peers. We’ve fostered an environment that encourages sharing and joint work much like that of a professional services firm. Consequently, advisors routinely share best practices, strategies and even clients when the skill sets of another partner can result in an improved outcome for the end client.

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.”

Business Meeting

A Collaborative
Peer Network

One of the keys to our advisors’ success is the peer network we have established. As a partner-owned firm, our advisors take an interest not only in their success, but in that of the firm and their peers. We’ve fostered an environment that encourages sharing and joint work much like that of a professional services firm. Consequently, advisors routinely share best practices, strategies and even clients when the skill sets of another partner can result in an improved outcome for the end client.

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A Successful Partnership

Our sole focus remains helping our advisors to navigate and succeed in this complex and ever-changing environment. With increasing regulatory pressures, costly technology infrastructure, industry consolidation and the demands of your clients, there has never been a better time to consider partnering with a firm that can help you and your business survive and thrive in the years ahead. 

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Handshake in the Office