At Credo Financial Advisors, we start by dedicating time to understanding what is important to each of our clients. We consider their financial fears and goals in order to develop a customized strategy, to fit your needs.
We assess risk tolerance and proper allocation among different asset classes before building portfolios that are tailored to suit our individual client’s goals. Our team monitors asset allocation for changes that need to be made.
We work directly with our clients, their CPAs and attorneys to minimize taxes and maximize the amount that they keep or leave to their heirs. We can work as part of our client’s integrated team of investment professionals, offering services that include tax planning, estate planning and investment planning.
We work with our clients to provide a highly customized, in-depth financial plan to address their particular needs.
Securities offered through LPL Financial, Member FINRA & SIPC. Investment advice offered through Stratos Wealth Partners, Ltd., a registered Investment Advisor. Stratos Wealth Partners and Credo Financial Advisors are separate entities from LPL Financial.
To providing our clients with a distinctly different experience providing guidance you can rely on.