Bern, Peter Agt

We Advocate For What Is Most Important To YouFinancial education, meticulous planning & clear guidance for your family and your future.

Adaptive Financial Consulting is a comprehensive wealth management firm located in Beachwood, OH, specializing in advanced financial planning solutions for successful families, businesses, and their advisors. The firm aims to provide expert coordination across all areas of clients' financial landscapes, delivering objective and strategic advice to help maximize, preserve, grow, and efficiently transfer wealth. Focusing on early and growth-stage business owners, high-net-worth individuals, and corporate plans, Adaptive leverages its expertise in advanced tax planning, asset management, and retirement plan design. Their integrated approach addresses complex financial challenges, ensuring cohesive decision-making through a structured process of discovery, design, implementation, and ongoing management. Generated from the website

About Stratos Wealth Partners We are an independent wealth management firm dedicated to assisting clients with their greatest financial concerns. We offer comprehensive investment management and financial strategies coupled with unbiased advice and recommendations. Everyone’s situation, values and objectives are different. It is our utmost goal is to get to know you in order to provide personalized strategies that will grow with you throughout your life. We take pride in helping growing families and pre-retirees pursue their financial dreams.