The Stratos Difference


Stratos Wealth Partners 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, 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 throughout the United States.
  • We boast an infrastructure of an additional 50 executive and support professionals, all of whom assist our advisors in the execution of services and strategies 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 strategies as they build long-term, personal client relationships on a local level.

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Happy Advisors

At Stratos Wealth Partners, 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.

Jeffrey Concepcion
Founder and CEO

Learn More

Contact us for more information on how to declare your independence with Stratos Wealth Partners.