STARS & STRIPES FINANCIAL ADVISORS

Overview

Stars & Stripes Financial Advisors is a small, independent RIA organized as an LLC and owned by an individual. The firm focuses on serving individuals and families, offering comprehensive financial planning and portfolio management for individual and small-business clients as well as select business or institutional relationships. Service lines include selection-of-other-advisers and educational seminars, indicating an emphasis on adviser coordination and client education alongside direct portfolio work. Investment practice is equity-tilted and execution-oriented: the firm acts as a capital allocator when appropriate, directing client capital toward exchange-traded equities and pooled mutual fund vehicles held at a single custodian. Stars & Stripes Financial Advisors does not position itself as an ESG-focused adviser and operates as a single-state adviser, which suggests a local client footprint and straightforward regulatory posture. Its fee schedule is flexible, combining a percentage of AUM with hourly and fixed-fee engagements to accommodate varied planning and advisory needs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices