Financial Design Investments & Insurance is an independent financial services firm dedicated to assisting clients with their greatest financial concerns.
Our advisors offer comprehensive investment management and financial strategies coupled with personalized advice and recommendations. Our utmost goal is to provide customized strategies that can grow with clients throughout the many milestones of life. We take pride in knowing we have helped young professionals, growing families, and retirees pursue their financial dreams.
We work with busy professionals, business owners, and families who want to manage, preserve and pass on their wealth.
Our firm is built upon a tradition of integrity, leadership, and excellence.
We strive to ensure that our clients are properly educated to effectively engage them in pursuing their goals.
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Founded
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Wealth Clients
$0M+*
Assets Under Management
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Retirement Plans
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Retirement Plan Participants
$0M+
Retirement Plan Assets Under Management
*Stratos Wealth partners serves over $20.2 Billion in brokerage & advisory assets
AUM, Office Locations and Clients accurate as of December 2025
Barron's Top 100 RIA Firms for the eighth consecutive year.
On Sept. 12, 2025, Stratos Wealth Partners, Ltd. placed 23 on the list
*On Sept. 12, 2025, Stratos Wealth Partners, Ltd. placed 23 on the list for the year 2025. Stratos Wealth Partners, Ltd. applied for the award by submitting responses to a detailed questionnaire for the award committee’s consideration. Stratos Wealth Partners, Ltd. did not pay any compensation to be considered for the award. The award is not representative of any one client’s experience and is not indicative of our firm’s future performance. The award was independently granted, as Stratos Wealth Partners, Ltd. has no affiliation with Barron’s. Please note that the award is not a referral to, endorsement or recommendation of, or testimonial for the advisor with respect to its investment advisory or other services. Barron’s weighs dozens of qualitative and quantitative components, including assets managed, the size and experience of teams, regulatory record of the advisors and firms, succession planning, technology spending, and staff diversity based on responses supplied by the advisor to a detailed survey.
*Barron’s “Top 100 RIA Firms” ranking is based upon quantitative and qualitative criteria including: regulatory records, client retention reports, assets managed, revenue generated, technology spending, number of clients, size and diversity of staff, placement of a succession plan, and more. Investor experience and returns are not considered. Neither THE FIRM nor its financial advisors pay a fee to Barron’s in exchange for the ranking.
