Why STRATWEALTH ®

Awards and Recognition 

Financial Times Top Financial Advisers: FT 300 Ranking June 2018

InvestmentNews 2017 Best Practice Winner in the category of Technology

Financial Planners ranked by number of Professionals Working in the Baltimore Area by Baltimore Business Journal 2017

Financial Planning Magazine’s RIA Leaders 2016

Named largest money managers by Baltimore Business Journal, 2013 and 2014

2015 Baltimore Money Manager Award Winner: James Eichelberger, CFP®, AIF® Founding Partner

2015 Baltimore Money Manager Award Finalist

2015 Baltimore Money Manager Award Finalist: Jennine LaCroix, CFP®, MBA, AIF® Partner

Wealth managers who scored highest in overall satisfaction by Baltimore Magazine, 2011

Ranked in top tier of Assets Under Management growth  by Financial Advisor,  2010 and 2011

Named as top MD planners by Medical Economics, 2009

Honorable Mention and “sustained growth and initiative” in 3rd Annual Financial Planning Awards by CPA Wealth Provider, January 2006

Why Choose STRATWEALTH ®

StratWealth’s primary mission is to Serve Others to Make Lives Better.
To do that, we nurture a genuine culture where everybody matters, every day.

The Next Piece – To Your Peace Of Mind