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About Us

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

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