For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.
That's where our firm comes in.
Whether you have significant assets to manage - or if you are just starting to accumulate wealth - we have the tools and background to provide the services that may fit your needs.
My personal goal is to provide you with guidance that can help you understand and better define your financial goals. I work hard to create a mutually beneficial and respected long-term relationship with my clients and their families.
As a member of the community for several years, I take pride in knowing that I have helped many people pursue the type of financial future they dreamed about.
For more information about my firm and our services, please call. I would enjoy learning more about your goals and dreams.
Our goal is to help individuals and businesses clarify and achieve their financial objectives.
Our company is made up of professionals who are dedicated to providing assistance to help take the guesswork out of retirement planning, investments, insurance, and estate planning.
We know our clients are our most important asset. We promise to help you obtain the service and products to meet your personal and business needs. We will guide you through the intricate web of planning and help you keep your promises to those who matter most...family, business associates, and employees.
Our expertise is ready and waiting to serve you.
Kelly Mitchell
Manager of Special Projects & Compliance
Kelly joined the Strouse team this August. She has an extensive background in the financial services industry spending the last twelve years as a Chief Compliance Officer. She is going to oversee the firm's processes and procedures including the utilization of technology systems, maintenance of client databases and assisting clients. "I was attracted by the company's mission to make each and every client our most important asset. I intend to apply my financial services experience and communication skills to teaching and developing that will help Strouse clients overall experience with our firm", she said. Our goal At Strouse Wealth Advisors is to help individuals and businesses clarify and achieve their financial objectives
General Information |
Firm Start Year: | 2002 | |
No. of Employees: | 2-4 | |
Name of Broker/Dealer: | LPL Financial |
Name of Custodial Firm: | LPL Financial, Schwab |
Disclosures |
WiserAdvisor provides referrals to financial professionals of LPL Financial, LLC (LPL). WiserAdvisor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay WiserAdvisor cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. LPL ADV 2A https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf Additional Detailed Disclosures |
Mon. | 9:00 AM - 5:00 PM |
Tue. | 9:00 AM - 5:00 PM |
Wed. | 9:00 AM - 5:00 PM |
Thu. | 9:00 AM - 5:00 PM |
Fri. | 9:00 AM - 5:00 PM |
Boonville | Chandler |
Corydon | Cynthiana |
Elberfeld | Evansville |
Fort Branch | Griffin |
Haubstadt | Henderson |
Lynnville | Mackey |
Mount Vernon | New Harmony |
Newburgh | Owensboro |
Owensville | Poole |
Poseyville | Reed |
Richland | Robards |
Smith Mills | Somerville |
Spottsville | Uniontown |
Wadesville | Waverly |
Check |