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We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.


Adam B. Strouse, CFP®

President & Wealth Advisor


Having grown up in and around his family’s local business, Strouse's Clothing, Adam knew early on that owning his own business was his ultimate goal.

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Kelly Mitchell

Operations Manager



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...

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