EXOS Wealth Strategies, LLC is a Registered Investment Adviser (RIA) that operates on a fee-only basis, acting as a fiduciary for its clients. The firm specializes in delivering holistic financial planning, investment management, and wealth management services. Their stated mission is to simplify the complex financial lives of their target clientele, which includes business owners, medical professionals, and individuals nearing or in retirement, by providing objective and conflict-free advice.

Founded in

United States