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The Cost of Procrastination When Special Care Is Needed: The Special Needs Trust It May Be Time for a Financial Checkup

Building Strategies for your Financial Future

Financial Life Management.  Fiduciary.  Fee Transparency. 

At Strohm Wealth Advisors, we strive to build lifelong, mutually rewarding client relationships that span generations. We consider ourselves to be Financial Life Managers, which means we work with individuals and families very closely to help you pursue both your financial and personal goals.

We operate under the fiduciary standard of client care, generally regarded as the highest such standard. This means that we put our clients' interests ahead of our own. As an independent firm, we are unencumbered by the pressures often  imposed by large "parent" institution to peddle their proprietary products or services.  We believe that adhering to the fiduciary standard is the right thing to do and it engenders a level of trust in us by our clients that sets the stage for meaningful relationships. 

At Strohm Wealth, clients pay us directly for our advice.  We do not accept any commissions or compensation based on product sales.   

Education. Experience. Expertise.

Lisa Strohm, President of Strohm Wealth, believes that it is critical that team members continually build upon our education, experience, and expertise so that clients are confident in our technical competence and advice. Lisa holds a B.S. in Biology from Bucknell University and an MBA from Cornell University. She is a Certified Financial Planner™ practitioner and has passed level 1 of the CFA exam. She has 27 years of post-graduate experience in finance and over 22 years of experience as a wealth manager.

Character. Conduct.  Communication.

Character. Conduct.  Communication.

We work hard to demonstrate every day, in every way, ethical conduct and character. At Strohm Wealth, we are proud of the fact that we are proactive, responsive, and clear in our communications with clients.

Contact us today to learn more about how a collaboration with Strohm Wealth can benefit you and your family.

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