Astoria Strategic Wealth

A Fee-Only™ Boutique Wealth Management Firm

Serving Clients Nationally

Over 20 Years of Fee-Only™ Advice

Our business is helping families and individuals achieve the life they envision.

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.

Let us tailor your financial plan to ensure all the pieces of your life work in concert for your future.

Financial Planning Services

Investment Management

Tax Planning

Cash Management

Estate Planning

Risk Mitigation

Education Planning