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We envision a world where everyone who is serving or has served in the armed forces has access to affordable financial advice they can trust and depend on. For too long the Service Members and Veterans of this great country have been ignored by the finance industry. Stars & Stripes Financial Advisors is here to turn that around.

Service Members and Veterans deserve affordable and accessible financial advice, not expensive advice that is unattainable for most.

Purpose First, Integrity Always.

We like to think that understanding people matters when it comes to providing financial planning and advisory services. That is why at Stars & Stripes Financial Advisors we insist that our financial advisors come from a military background. Whether you are on active duty, in the reserves or national guard, a transitioned veteran, retiree or military spouse you can count on getting advice from a veteran when you work with us. One way to think about it is that we provide financial advice for veterans, by veterans.

At Stars & Stripes Financial Advisors we do not require assets under management to get started, and we operate as a fee-only fiduciary. We believe that matters because as a veteran or service member you deserve unbiased advice without having to already be wealthy.

What it means is Stars & Stripes Financial Advisors will put your interests first every time. We do not receive commissions or kick-backs for selling you financial products. That is the difference between you getting  merely "suitable advice" versus you getting optimal advice.

When it comes to accessibility, financial advice for the military community is no guarantee. The typical financial services company requires a minimum of $100,000 to $500,000 of investible assets before they will work with a client which keeps financial advice out of reach for most. They may also work on commissions or receive kickbacks which incentivizes their financial advisors to recommend more expensive financial products. You won't find that here.

XY Planning Network is a member based organization that helps fee-only financial advisors succeed by providing resources and a network of experts. There are a vanguard in the movement to transform the financial advisory industry into a more honest, transparent and helpful community focused on the client's best interests.

The National Association of Personal Financial Advisors is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve. The association provides support and education for more than 4,400 practitioners all over the country.

Fee-Only Network elevates the visibility of fee-only financial advisors.  Fee-Only advisors are only compensated by the client and never make commission by selling financial products, or receiving kickbacks from brokerage firms.  

The Veteran Owned Business Project is a comprehensive, user friendly member network directory of small, medium and large businesses owned by veterans, service disabled veterans (SDVOSBs / DVBEs) active duty military, reservists and military spouses.