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Sam Brownell, CFA | Stratus Wealth Advisors, Baltimore MD

Market Signals EditorialBy Updated:No Comments
0.000
Investment
United States
Contact Information
Baltimore, MD, United States
https://stratusbusinessadvisors.com/
Detailed Information
56/100
AI Advisor Match Score
Partial match
RIA / Investment Adviser +20Fee-only fiduciary +12Additional credentials +4Estate planning +6Wealth management +6Verified profile +8
Computed by Trading Market Signals from credentials, registrations, planning specialties and profile completeness. Informational only, not an endorsement or investment advice.
Unclaimed profile. This listing was compiled from publicly available professional information. Sam Brownell has not claimed, reviewed, or endorsed this profile, and inclusion here does not imply any affiliation with Trading Market Signals.

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Sam Brownell, CFA, founded Stratus Wealth Advisors in Maryland in 2013 as a fee-only registered investment adviser providing goals-based investment management to individuals and small businesses. He also holds the Certified Valuation Analyst designation, useful for business owners thinking about the value and future of their companies. As a fee-only fiduciary, the firm is paid only by clients and earns no commissions. Brownell has built Stratus into an umbrella covering investment management, legacy planning, and business valuation. His practice focuses on helping clients connect their investments to specific goals and on guiding small-business owners through major financial decisions. The firm serves individuals and businesses in the Baltimore-Washington area and beyond.

Source: compiled from public professional records. Verify registration on the SEC IAPD database. If you are this advisor, you can claim or request removal of this profile using the links above.
Fiduciary Status
Yes (Fee-Only Fiduciary)
Languages Spoken
English
Licenses & Certifications
CFA - Chartered Financial Analyst
Fee Structure / Compensation Method

Fee-Only

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