At Stratos Utah, we believe in aligning our interests with yours, delivering advice in an objective manner according to your needs so you can pursue financial success with confidence and on your terms. As an independent investment advisory firm, we have no obligations to investment product manufacturers and no cross-sell quotas or home-office directives. Instead, we spend our time developing customized solutions for the unique challenges you face.

Our independence is supported by LPL Financial, one of the largest independent broker/dealer. The firm provides a comprehensive array of tools and resources to independent financial advisors, enabling them to provide objective financial guidance to their clients.

As part of the financial decision-making process, we answer your questions and provide all the resources you and your family require to make educated decisions that will serve your best interests, not ours. We will work closely with your other advisors, including tax professionals and attorneys, to develop the most holistic, comprehensive, and appropriate fit for your financial needs.

We offer guidance on a wide array of often-conflicting financial concerns—from preparing for retirement while providing for a child’s education to growing and protecting business interests and estates.

Financial planning