Achieve Financial Freedom with
Comprehensive Financial Planning and
Expert Investment Advice that
Makes a Difference in Your Life
The Right Solutions to
Achieve and Maintain
Your Financial Freedom
Personalized
Comprehensive
Financial Planning
Attain your financial freedom with a modern digital experience that supports your journey to achieving your goals.
Personalized
Investment Advice
Get tailored investment advice on traditional and digital assets to maximize your portfolio's potential.
Personalized
Digital Assets Advice
Attain your financial freedom with a unique strategy designed to achieve your goals with a customized approach to digital assets that includes portfolio construction, tax planning, estate planning, and more.
The Strateon Intelligent Wealth Difference
Fee-Only
No investment product sales. No commissions or fees when you invest in any specific investments.
Fiduciary
Strateon Intelligent Wealth has a fiduciary duty to put your interests first. Advice you're given will always be what is believed to be best for you.
Flat-Fee
Simple flat fees so you always know how much you're paying and what you're paying for. No percentages. No confusion.
Advice-Only
Receive investment advice and recommendations, and leave your accounts where they are. Financial planning and investment advice – Simplified!
Independent
Strateon Intelligent Wealth is not bound by special interests of a larger financial institution and provides advice and recommendations that are truly in your best interest.
Personalized
Every aspect of your experience with Escient Financial will be personalized to meet your needs and your unique situation.
Virtual
Enjoy the flexibility of working with a financial advisor from anywhere you currently are. Get started on the path to your financial future with a simple Internet connection or a phone.
Education
Every aspect of your financial plan will be explained so you understand why the advice and recommendations are being made.
Privacy
Your information isn't shared with anyone so you can be confident that your confidentiality and privacy are taken very seriously.
Transparency
Honesty and openness are important to a successful relationship. You will always know where you stand and what is being done for you.
Start Your Journey to Financial Freedom Today!
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