Astoria Strategic Wealth is a Financial Advisor that provides Fee-Only™, fiduciary, financial planning and investment management services based in Texas - serving clients nationally.

Our business is helping families and individuals achieve the life they envision. Acting as a fiduciary, we will partner with you to educate and guide you, as well as implement financial strategies designed to help you achieve your goals. 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.

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What does it mean to be a fiduciary?  While there are literally 1000's of pages of legislation attempting to define this position (to which we are accountable), we also are proud to commit to these principles.

  • Place our client's interests first - always.
  • Be honest, forthright and transparent.
  • Educate our clients so that they feel confident in making important life choices.
  • Exceed continuing education requirements.
  • Be proactive in disclosing any conflicts of interest that may arise.
  • Accept no compensation from any source that is not derived directly, and as agreed upon, from our clients.

Please refer to Astoria Strategic Wealth's CRS, ADV 2A, as well as Advisor 2B forms and Privacy Policy for written disclosure statements regarding our business operations, services and fees.