As your journey changes we will be there with you every step of the way.
Loyalty, Duty, Respect, Selfless Service, Honor, Integrity and Personal Courage. We believe values matter too.
We create strategies that are tailored to your needs and goals no matter what life throws at you.
At Stars & Stripes Financial Advisors we serve the men and women who have served this great country. Namely, we provide financial advisory services to service members, veterans and their families.
To provide insightful advice to service members and veterans it needs to come from a place of understanding. That is why all of our financial advisors are veterans or military spouses. After all how could possibly understand the nuances of life during and after service if you have not served yourself?
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.
The Fee Only Network elevates the visibility of fee-only financial advisors, individually and collectively. 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.
Stars & Stripes Financial Advisors is located in Georgia's Atlanta Metro area and proudly serves clients across the country.
We believe that no matter where you are stationed or where life has taken you, you deserve access to affordable financial advice. That is why we do not limit our services to our specific geographic location but serve people where they are by leveraging the technology of the day.
We listen and review your finances to learn more about your current financial situation.
We discuss your life goals and how a financial advisor can help you achieve them.
We discuss options and align on a plan that is tailored to your unique needs.
We put our plan into action, and then we repeat the process to make sure we are constantly adjusting to the changing world around us.