Fee-Only Financial Planning & Wealth Management
Financial planning designed around your life.
Astoria Strategic Wealth brings clarity, coordination, and confidence to every stage of your financial journey.
Built for lives like yours.
Every client has a unique story. We take the time to understand yours – providing thoughtful guidance,
coordinated planning, and the confidence to make informed financial decisions.
That’s why our advice is designed around your life.
Business Owners
Building a successful business while planning for the life it makes possible.
Business Executives
Managing strong income, equity comp, and decisions that carry real tax weight.
Women Managing Wealth
Navigating financial decisions on your terms.
Emerging Wealth Builders
Creating a strong financial foundation for the future you're building.
Pre-Retirees & Retirees
Turning years of hard work into the retirement you've envisioned.
Clarity. Coordination. Confidence.
We bring clarity to your goals, coordinate the various aspects of your financial life, and
help you move forward with confidence.
Financial Planning
A goal-based plan that guides every other decision.
Investment Management
Low-cost, tax-aware portfolios built around your goals, not stock picks.
Retirement & Risk Planning
Helping you build, preserve, and enjoy the retirement you're working hard to achieve.
Tax Planning
Year-round tax strategies coordinated with your long-term financial plan.
Estate & Legacy Planning
Coordinated planning for the people and causes you care about.
See how the pieces of your financial life fit together.
Integrated advice. Focused on what matters most.
Your goals guide our recommendations. We coordinate the various aspects of your financial
life so it works together, helping you achieve those goals and retire with confidence.
A relationship designed around your needs.
Every client receives personalized financial advice and a dedicated advisory team.
We’ll recommend the service model that’s the right fit for your goals, the current complexity of your
financial life, and the level of ongoing support you value.
COMPASS
Foundational Guidance
Building a strong financial foundation and moving forward with clarity.
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HORIZON
Collaborative Partnership
Planning proactively around your goals, priorities, and financial life.
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SUMMIT
Signature Service
Providing highly personalized planning
and proactive coordination for complex
financial lives.
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The journey begins with a conversation
We’ll guide you through a clear process so you can move forward with confidence.
Get to know each other.
A relaxed conversation to understand your goals, answer your questions, and see if we're the right fit.
Define your relationship
Together we'll determine the service model and level of ongoing support that best fits your current goals and financial life.
Move forward together.
Once you're ready to move forward, we'll guide you through onboarding and begin bringing your financial plan to life.
Why Astoria
Team-Based Approach
Coordinated Planning
Lasting Partnerships
Fee-only Fiduciary
A boutique firm, by design.
We are growing intentionally so every client receives
deeply personal advice, proactive guidance, and the support of a
dedicated advisory team.
For nearly 30 years we’ve helped individuals and families make
thoughtful financial decisions through every stage of life.
Today, our eight-person team serves approximately 170 families
nationwide, allowing us to know every client personally while
delivering comprehensive planning.
- Texas-based
- Fully virtual
- Serving clients nationally
Knowledge that builds financial confidence
Explore our latest articles on market updates, financial planning, policy and tax changes, and other timely topics that matter to your financial life.
Your Child’s Future Matters. So Does Yours.
Money Talk – 2026 Q2
Estate Planning Checklist: Key Items to Review
Let's talk about what matters to you.
A first conversation is simple and pressure-free. We’ll learn what you’re
working toward, answer your questions, and tell you honestly whether
we’re the right fit.
