Jeffrey Concepcion, Founder and CEO, launched Stratos Wealth Partners in November 2008 with a vision of creating an organization where experienced financial advisors could access the resources and support needed to serve their clients while maintaining the personal relationships central to their practices.

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Stratos was built to provide advisors with a strong foundation of operational support, technology, investment resources, compliance guidance and practice-management expertise. This allows advisors to devote more of their time and attention to understanding their clients’ needs and providing personalized financial guidance.

 

Since its founding, Stratos has grown into a national network of experienced financial advisors and financial planning professionals serving individuals, families and businesses across the country. Despite that growth, the firm remains committed to combining the capabilities of a national organization with the personal attention of a local advisor.

 

In 2025, Stratos entered its next chapter through a strategic investment and business partnership with SEI. The relationship expands the resources available to Stratos and its advisors while supporting the firm’s continued growth and long-term vision.