Team & Trusted Partners

Our Process

In selecting a firm, we took great care to ensure that from day one we would have all the necessary operational support to allow us to efficiently focus on serving you. To that end, we are proud to be affiliated with Stratos Wealth Advisors.  Stratos Wealth Advisors and its affiliate, Stratos Wealth Partners are independent, partner-owned and operated financial services firm that works with more than 275 independent financial advisors nationwide. The firm provides experienced financial advisors with a reliable infrastructure and resources that allow them the flexibility to develop and grow their own businesses. Stratos Wealth Advisors offers operational and strategic resources to Flagship Financial Advisors. Stratos Wealth Advisors has assembled a large, dedicated and experienced team to assist Flagship Financial Advisors in the execution of full-service solutions for their clients. Stratos Wealth Partners was recently named to Barron's 2018 Top 40 RIA Firms.*  In addition, Barron's ranked Stratos Wealth Partners #2 in number of advisors, #3 in number of offices, and #5 in number of states. 

*Rankings based on qualitative and quantitative components, including assets managed, size and experience of teams, and the regulatory records of advisors and firms. 


Our History

As our primary custodian, Charles Schwab is an independent, third-party financial institution that holds customers' securities for safekeeping in order to minimize the risk of their theft or loss. We have two relationships with the most well-known discount brokerage firms so that our clients have choices. 

Our Values

A robust and seasoned Team member, which provides investment, economic and capital market analysis. We have a robust, experienced Investment and Research Team backed with CFA's. As a Trusted Partner, Flagship Financial Advisors has access to over 28 distinct investment strategies, focused on disciplined investment strategies tailored to align with your unique risk tolerance, goals and objectives. 

Our Process

MoneyGuidePro® is a Trusted Partner which provides sophisticated solutions and smart assumptions to help navigate the complex financial elements of client’s lives. By utilizing this advanced planning system Flagship Financial Advisors are able to offer more sophisticated planning services. It enables us to illustrate income distribution models, analyze the benefits and tradeoffs of different investment strategies, and uncover new ways to protect a clients’ plan.

Our History

Successful businesses and professional practices deserve knowledgeable advice when it comes to their retirement plan. As a fiduciary, Flagship Financial Advisors offers comprehensive support to help run an efficient, successful retirement plan that attracts and retains key talent and helps your employees prepare for retirement. From comprehensive administrative and reporting support to guidance on responsible investment decisions, our Trusted Partner, Ascensus to help deliver a 401(k) that provides value for both your business and your employees.

Our Values

As an alternate custodian, Fidelity is an independent, third-party financial institution that holds customers' securities for safekeeping in order to minimize the risk of their theft or loss. We have two relationships with the most well-known discount brokerage firms so that our clients have choices. We find that some clients have an affinity toward one or the other.