Strategic Wealth Advisors, LLC
We are an independent, fee-only coordinated wealth management firm dedicated to meeting your needs. We view each client as unique, with circumstances and financial needs that require customized planning. We work with you and your team (accountant, attorney, insurance agent, etc.) to ensure coordinated and seamless advice. If you do not already have a team in place, we assist in establishing relationships with other advisors where necessary. Please visit us at Xpertadvice.com to learn more about our philosophy and services.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.