Stratos Wealth Partners, Ltd.
About Stratos Wealth Partners
Stratos Wealth Partners, Ltd. is an independent, partner-owned and operated Registered Investment Advisory (RIA) firm that places client interests at the forefront of every decision made and action taken.
We know that managing your wealth and planning for important goals like retirement, estate planning or the sale of a business can be complex and time consuming. Sound decisions require extensive research, expertise and coordination across multiple financial disciplines. And effective outcomes require a partner you can trust to bring the right experience and resources to bear as you pursue your individual goals.
At Stratos Wealth Partners, Ltd., we define our success by assisting you in achieving your goals as we afford you an opportunity to experience wealth planning on an entirely new level.
- Headquartered in Beachwood, Ohio, we have more than 215 affiliated LPL Financial wealth advisors located in 22 states throughout the United States.
- We boast an infrastructure of an additional 75 executive and support professionals, all of whom assist our advisors in the execution of services and solutions for our clients.
- Our significant scale and national resources enable our advisors to deliver the highest caliber service, select among the industry’s broadest product platform and develop truly innovative solutions as they build long-term, personal client relationships on a local level.
Stratos Wealth Partners, Ltd. provides a comprehensive suite of services for managing both your personal wealth and business planning needs. No matter what your financial needs may be, we can bring the required resources together to address them.
Our Wealth Management Advisors are well-versed in analytics, asset allocation models and risk management. Your advisor works for you as a full partner and advocate for your success. We offer the following services that seek to help you grow and protect your assets and facilitate their transfer among family members and heirs. We will help you develop clear goals and a concrete plan for pursuing them.
LPL Affiliation
The Financial Advisors at Stratos Wealth Partners are affiliated with LPL Financial, the nation’s largest independent broker-dealer, an RIA custodian and an independent consultant to retirement plans. LPL provides proprietary technology and client solutions through comprehensive compliance and clearing services, independent research, practice management and training. Its network consists of more than 14,000 financial advisors and approximately 800 financial institutions across the country.