Personalized Financial Planning & Disciplined Wealth Management
Strathmore Capital Advisors, as a team of dedicated financial advisors, exists to provide peace of mind and financial health to our clients for current and future generations. We listen to understand what matters most to each individual client, and we are always available when clients need us. We act in our clients’ best interests.
How Does Undisciplined Wealth Management Feel?
Our disciplined financial advisors can help give you more peace of mind by offering solutions and managing these common financial planning and wealth management problems.
Emotional Investing is Exhausting
Volatility in the markets can lead to emotional decision-making.
Selling at a loss? You can lose again if you miss out on the market recovery.
Bigger Firms Are Impersonal
Ever feel like “just a number” or “lost in the shuffle?”
Larger firms may have hundreds of clients per advisor.
Always Being "Sold" Gets Old
So-called financial advisors may be incentivized to sell proprietary products.
Do you know whether your advisor is a fiduciary or commission-based?
Who's Running the Show?
When your financial world is managed by several different service providers, opportunities for collaboration may be overlooked as confusion takes over.
Everything Needs to be Updated
When was the last time you updated your Estate Plan? Did you forget to roll over that 401(k)? Did you remember to change your beneficiaries?
Keeping up can be overwhelming.
What Keeps You Up at Night?
Big questions cause a lot of anxiety when your head hits the pillow.
Retirement, estate planning, tax-saving strategies, managing Social Security, leaving a legacy, how much is enough?
How Does Undisciplined Wealth Management Feel?
Our disciplined financial advisors can help give you more peace of mind by offering solutions and managing these common financial planning and wealth management problems.
Why Choose Our Financial Advisors?
Our comprehensive, disciplined approach to financial advising seeks to create piece of mind – for current and future generations.
We Listen
and learn what matters most to you, so we can execute a personalized strategy for your financial health and long-term goals.
We Deliver
holistic, integrative wealth planning services by collaborating with your entire team and providing detail and clarity around portfolio and investment strategies.
We Embrace
our fiduciary responsibility to prioritize your needs above all else. Empowered by clear and simple fee-only pricing, we remain independent from banks, fund companies, insurance companies, and broker-dealers.
We Care
enough to reassure our clients during unexpected events – in life and in the markets. Serving a smaller number of affluent clients allows our team to remain empathetic and treat you like family.
Who We Serve
Financial Planning and Asset Management Services, Defined by You.
We generally serve clients with $1 million or more of investable assets, including:
- Individual & Families
- Business Owners & Entrepreneurs
- Institutional & Non-Profit Investors
Take the First Step Down the Path to Peace of Mind
Schedule a brief consultation to receive a financial plan summary, including actionable recommendations and strategies.
Contact Us
Chapel Hill, NC
(240) 253-4280
600 Market Street, Suite G4
Chapel Hill, NC 27516
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Burlington, NC
(336) 395-8297
109 E Front St., Suite A
Burlington, NC 27215
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Glen Allen, VA
(804) 290-0162
5231 Hickory Park Drive, Suite A,
Glen Allen, Virginia 23059
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Lowcountry
(843) 883-8143
1145 US Hwy 80 W, Suite F
Pooler, GA 31322
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Washington, DC
(202) 235-1558
1200 G St. NW, 8th Floor
Washington, DC 20005
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Statesville, NC
(704) 364-4241
114 N Center St, Suite 200
Statesville, NC 28677
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Charlotte, NC
(704) 364-4241
2825 South Blvd., Suite 350, Charlotte, NC 28209.