Founded in 2008, Strategic Wealth Partners, LLC is an independent, SEC-registered investment adviser dedicated to simplifying the complexities of their clients' financial lives. The firm offers personalized financial planning, investment management, retirement planning, and wealth transfer strategies. They operate with a client-first philosophy, emphasizing transparency, integrity, and customized service. As a partner firm of Focus Financial Partners, they leverage the resources of a larger network while maintaining their autonomy and independent approach to wealth management.

Founded in

United States