Why STRATWEALTH ®

Our History

Since 1991, StratWealth’s primary mission is to Serve Others to Make Lives Better. To do that, we nurture a genuine culture where everybody matters.  This culture defines our relationships, both internally and externally, and ensures our clients fully understand the opportunities that will enhance their goals, businesses, and lifestyles.

The Evolution of STRATWEALTH ®

StratWealth in honored to serve over 900 families, 100 local businesses, and over $1.4 Billion assets under care.  Serving moreover means that we take pride in giving back to the communities in which we live, work and play by providing support to over 35 local organizations, non-profits, and charities.

1991
-Registered Investment Advisory firm launched. Founders depart Principal Financial Group to become independent.

-Firm is birthed as EG&E Inc.

-Offices opened in Columbia, Maryland.
1996
-Jennine LaCroix (Partner) joins the firm
2000
-Firm begins to serve as Fiduciaries to qualified retirement plans and 401k’s.

-Fourth New Partner added, name change to EGE&A Inc.

-New offices opened in Salisbury, Maryland

-Gary Desjardins joins the firm
2002
-Strategic Financial Advisors LLC launched and quickly modifies to Strategic Wealth Management Group, LLC
2007
-Firm reaches $500mm of assets managed serving over 500 families
2009
-Firm renews 10 year lease at Grace Drive in Columbia, Maryland to house a team of 22 staff.
2014
-Firm rebrands to StratWealth and launches trademarked planning process: NEXIT Strategy
2015
-Jay Eichelberger awarded Smart CEO
2016
-Firm launches a project to upgrade integrated software and enterprise technology

-CEO, Jim DeCarlo, unveils Strategic Partnership Program to support other RIA firms seeking growth.
2017
-Firm reaches $1billion of assets under care, serving almost 900 families and 100 qualified retirement plans (401k).

-Awarded Best Practice for IT by Investment News

-Joe Garrison and Kim Magaha announced as Partner.
2018
-Listed by Financial Times as a Top 300 RIA Firms in the country.**

-Firm launches Next Chapter to help those facing pre- and post-divorce needs.

-Signed 10 year lease to move headquarters to MapleLawn.

-Ed Von Lange joins the firm: a CFP with 25 years of experience.

**The Financial Times 300  Disclosure: The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (June 2018). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.

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