Straightforward
Financial Planning
Helping clients navigate their most important financial concerns.
Talk to An
Advisor
Helping clients navigate their most important financial concerns.
Who We Serve
Managing and preserving wealth for individuals and institutions
Whether you want to explore your investment options, create a retirement plan, or develop a sound financial strategy for the future, Strategic Advisory Partners can help. Our clients value advice delivered with experience and intentionality. We will listen to your needs and provide objective recommendations that address your unique, comprehensive financial picture.
Our Services
As your wealth expands, managing it becomes more complex. But don’t worry, keeping tabs on every detail won’t consume all your time. We collaborate with your team, ensuring a streamlined process and serving as your single point of contact to oversee it all.
We’re “All In”
We get it! Mapping out your financial future can be stressful, especially when there is a volatility in the market place. You have goals and it’s tough to know when to pivot your investment strategies.
Whether you want to explore your investment options, create a retirement plan, or develop a sound financial strategy for the future, Strategic Advisory Partners can help. Our clients value advice delivered with experience and intentionality. We will listen to your needs and provide objective recommendations that address your unique, comprehensive financial picture. One that is easy to understand and provides peace of mind.
Here’s How It All Works
Schedule a Strategy Call
It starts with a simple conversation about the challenges that you’re facing today. We’ll explore opportunities to break through those challenges.
Receive a Customized Plan
Through a collaborative and educational approach, we’ll develop personalized, step-by-step recommendations so you feel informed and empowered about your financial life.
Focus on Enjoying Life
Success is driven by consistent, proactive decisions over a long period of time. Let us handle the strategy and implementation, while you focus on living life to the fullest!
Recent Viewpoints
The Groq Deal and the New M&A Playbook
Nvidia paid $20 billion for Groq’s technology and talent without ever acquiring the company. The deal delivered investors nearly a 3x return in a single quarter, and it signals a new M&A playbook: quasi-acquisitions engineered to sidestep regulatory review. Here’s what that shift means for private market investors and why exit structures now matter as much as entry valuations.
How Much Do I Need to Retire?
“We’ve saved consistently, but I still worry about whether we’ve saved enough.” If that sounds familiar, you’re not alone. Everywhere you look, someone offers a different retirement benchmark: $1 million, 10 times your salary, the 4% rule. In this Ask Erica post, Erica Lyall, CFP®, explains why there isn’t one number that is “enough” for every retiree, what the 4% rule can and can’t tell you, and how to shift from chasing someone else’s number to planning for the life you actually want.
How Accredited Investors Can Actually Access Private Markets
Private market access has changed dramatically in the past five years. Structures that once required eight-figure minimums are now available to accredited investors through interval funds, BDCs, platforms like iCapital, and secondary markets. In Post 4 of Behind the Velvet Rope, Blaise Stevens, walks through the realistic options, the tradeoffs, and how to think about sizing.
