We help you create a customized financial plan to pursue the retirement lifestyle and family legacy you desire.
Our priority is helping you take care of yourself and your family. We want to learn more about your situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
Our belief is everyone should have a personalized plan or roadmap for financial success. Your life’s journey is filled with financial decisions. We want your Credo to be:"I can achieve my financial goals".
Creating a financial plan could be one of the most important things you do for you, your family, and certainly for your retirement to have the optimal chance of success.
Clicking here is the first step in creating your customized plan. Financial Planning is about more than assets, investments, and net worth. It’s about identifying your concerns, expectations, and goals. It’s about what you want to do with your money and why.
We pride ourselves on being a partner with our clients. We do not sell products – we invest based upon the client’s individual needs. As an affiliate of Stratos Wealth Partners, LTD., a national network of independent financial advisors and wealth managers, our approach strives to fully align with client’s needs and our viewpoints encompass their full financial picture.
At Credo Financial Advisors we assist clients with all areas of financial, nonprofit and endowment advisory, education and estate planning strategies. We are focused on helping clients pursue their financial goals through consultation on saving and investing practices.
Our mission is to seek out clients who desire to put us at the center of their financial plan. When they do that, our clients may optimize their financial and estate planning opportunities for tax efficiency, income generation and goal pursuit.
We are Credo Financial Advisors, a wealth management firm that is committed to providing its clients with a distinct experience. Guidance you can rely on.
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This ebook outlines how to approach investing confidently, no matter where you are on your financial journey. These principles can take you through the highs and lows of the market.