Walters Strategic Advisors, LLC

Walters Strategic Advisors provides investment management, retirement plan advisory, and financial planning services for individuals, trusts, charitable organizations and businesses. The firm operates with a small team supporting roughly 46 client relationships and about $68 million in assets under management, and it delivers written investment policy statements and periodic reviews as part of portfolio oversight.

The firm’s investment approach is rooted in modern portfolio theory and a buy-and-hold orientation, emphasizing diversified, passively managed asset-class mutual funds and occasional ETFs, with Monte Carlo analysis used to model client outcomes. WSA also implements fixed income strategies consisting of managed individual bond accounts and will, in some cases, retain third‑party managers or use model portfolios provided by Buckingham Strategic Partners, and it may retain individual equities for tax or personal reasons identified in a client’s IPS.

WSA is affiliated with an accounting practice, Walters & Associates CPAs, and principals split time between the advisory and accounting businesses, so clients may be offered coordinated tax and accounting referrals or services; that ownership/affiliation is presented as a formal relationship in the brochure. The firm also relies on Buckingham Strategic Partners for sub‑advisory, trade processing and back‑office services and uses custody/execution platforms such as Fidelity and TD Ameritrade, a combination of arrangements that differs from many small advisory firms.