A complete list of active advisors currently associated with Strategic Advisors, Inc.

Warmer can help you find a great advisor at Strategic Advisors, Inc. or one who fits your needs even better.

Strategic Advisors serves retirement plan sponsors and plan investment committees, providing consulting on plan establishment, investment analysis of menu options, enrollment meetings, and participant education and support. The firm states it recently shifted away from individual wealth management to focus on educational consulting for retirement plans. Strategic Advisors performs fundamental analysis of plan investment options — reviewing economic and industry conditions, peer-group performance, management, earnings, expenses and other fund characteristics — and delivers written analyses to plan sponsors and committees on a quarterly basis. The firm does not exercise investment discretion; plan sponsors retain responsibility for selecting and directing investments and transactions. Notably, as of 12/31/2020 Strategic Advisors reported it does not manage client assets on either a discretionary or non‑discretionary basis, a practice that differs from most firms in this category. The firm’s emphasis on participant-facing education and enrollment meetings, and its explicit statement that it receives no soft‑dollar benefits from its recommended recordkeeper/custodian, are distinguishing features compared with many investment-manager peers.

To learn more about the advisors currently working at Strategic Advisors, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.