WHY CHOOSE STRATOS?
Many advisors choose to affiliate with an established platform to access the benefits of entrepreneurship without starting from scratch. This approach may offer logistical support, shared overhead, and access to operational efficiencies that can help reduce initial barriers to entry.
By learning from those who have already transitioned, you can gain valuable insights to help make your move more informed and well-supported.
Stratos Provides The Freedom To:
Choose your business model and location​
Potential for higher income
Potential increased profitability through economies of scale
Recommend customized strategy options to your clients
Develop more meaningful client relationships
Control your own destiny
A Collaborative
Peer Network
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One of the keys to our advisors’ success is the peer network we have established. 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...
Jarrett Felton
Founder and Managing Director
Invessent
“When breaking away from the corporate constraints, it was essential for me to build a culture and fit I simply couldn’t find elsewhere. I needed a partner that would allow me to retain autonomy and ownership over my practice, while still offering thoughtful guidance and support when it mattered most. Stratos delivered on every front—and then some.
Their people-first, advisor-led approach gave me the confidence and peace of mind to build and grow Invessent on my terms, knowing the operational, compliance, and infrastructure support was firmly in place behind the scenes.”
Nina Hajjar
San Diego, CA
“There’s an old adage; ‘Surround yourself with people that are smarter than you.’ This couldn’t be more true and helpful to me in my career. When I joined Stratos in 2011, I was a young entrepreneur looking to join a firm that could provide comradery and resources to help me scale and grow my practice. Stratos exceeded my expectations in terms of resources, but even more so by the culture and company they created. Each advisor, back office staff, or even leadership, truly takes the time to help one another. By being a part of this best in class firm, with great culture, I am now not only a better advisor, but a better business owner, partner, and overall person.”+
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
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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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