Astoria Strategic Wealth Information

Because the Journey Matters ... Astoria Strategic Wealth is a Financial Advisor that provides Fee-Only, fiduciary, comprehensive financial planning, and investment management services. We are Texas based, but serve clients nationally. Acting as a fiduciary, we will partner with you to educate and guide you, as well as implement financial strategies which will enable you to achieve your goals with the least amount of risk possible. 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 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.