Astoria Strategic Wealth
Astoria Strategic Wealth is a Financial Advisor that provides Fee-Only™, fiduciary, financial planning and investment management services across the country.
Our business is helping families and individuals achieve the life they envision. Acting as a fiduciary, we will partner with you to educate and guide you, as well as implement financial strategies designed to help you achieve your goals. As a Fee-Only™ advisor, we are your advocates working only for you, with no conflicts of interest associated with commissions, bonuses or hidden fees as we do not accept them. Nationally, affluent individuals and families have relied on our firm for wealth management planning and portfolio management for over 20 years because we understand that each client's needs and situation are unique to them.
We are extremely passionate about helping people make financial decisions that are in consonance with their principles, values and dreams as well as those of their heirs. We welcome the opportunity to show you how.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.