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...
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.”
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.”
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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