I am supported by the resources of LPL Financial, one of the nation’s largest independent broker/ dealers and Stratos Wealth Partners, one of the “2020 Top 100 Registered Investment Advisory (RIA) Firms in America” as rated by Barron’s magazine*. These partnerships provides me with thorough research and a comprehensive array of tools, resources and technology. Because these firms have no proprietary products to sell, I have the freedom to offer you objective guidance and investment recommendations.
Should you get out of the market? Are you taking the right amount of risk risk? Are you able to substitute the working income that you need from your investments? There are many factors that go into these decisions and they are all based on your unique situation and relationship with money and risk. I will build an investment plan for you, and actively monitor the investments. When your situation changes, we will be ready to make changes to your plan.
*Barron’s 2020 RIA List is based on assets managed, revenue produced and quality of practice.