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The Stratus Approach

The Stratus Approach

Stratus Advisors strives to provide their clients with a collaborative one-on-one relationship that identifies and prioritizes their financial goals before offering guidance and strategies specific to their needs.


Retirement Planning

Retirement is one of the key financial goals for many people. Saving early and often is important. So is taking advantage of products and accounts designed specifically for retirement.

600 Million

Assets Under Advisement

95

Teams Combined Experience

2803

Clients Served

Personal Planning

Stratus Advisors has access to a comprehensive range of top-quality investment and insurance products from leading financial companies. This empowers clients to make informed decisions about their finances.

  • Estate Planning and Wealth Preservation
  • Financial Planning and Asset Allocation Strategies
  • Wealth Management and Retirement Planning
  • Risk Management

Business Planning

With business performance in mind, Stratus Advisors helps businesses develop and execute an integrated approach to meet business needs for wealth management, distribution, and protection. They offer an array of financial services and products to fund various investments.

  • Business Succession Planning
  • Employee Benefits Plans, Pensions & 401(k) Retirement Plan Implementation
  • Employee Financial Planning & Seminars
  • Executive Benefit & Deferred Comp Plans

Our Team

What We Do

What We Do


Personal Planning

Our team has access to a comprehensive range of top-quality investment and insurance products from 100’s of leading financial companies. This empowers clients to make informed and specific decisions about their finances


Investment Planning

Stratus Advisors assists with the alignment of your financial goals and your investment resources. It is the main component of Financial Planning which allows your savings to earn more money through investments and ensures your investment allocation is consistent with your risk tolerance and goals.


Retirement Planning

Retirement planning means preparing today for your future life so that you continue to meet all your goals and dreams independently. This includes establishing your retirement goals, estimating the amount of money you need, and investing to grow your retirement savings using the most tax advantaged products and plans available.

Our Mission

Our Mission

At Stratus Advisors, our team’s mission is to help our clients identify, prioritize, and adapt their financial goals, now and in the future. We build trusting, long-term relationships and empower our clients to make informed decisions in creating and implementing financial strategies to provide peace of mind and financial well-being.

Helping our clients map their financial future.

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Resources

You'll find a wealth of content to inform and help educate - dozens of articles, an extensive list of financial calculators, and a glossary of financial terms.


Calculators

A host of financial tools to assist you.

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Articles

Educate yourself on a variety of financial topics.

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Tax Resources

Useful tax resources for you.

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Glossary

Financial terms from A to Z.

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Videos

These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts.

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Our Locations

Downtown Cleveland:
1001 Lakeside Avenue, Suite 1650
Cleveland, Ohio 44114

(216) 615-8100

Lakewood Office: 
16300 Delaware Avenue
Lakewood, Ohio 44107

(216) 227-1226

Mentor Office: 
9853 Johnnycake Ridge Road, #208
Mentor, Ohio 44060

(216) 615-8100

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