Astraea Wealth Management
- Who is Astraea?
- What we help solve
- Questions
- Nuggets of Knowledge
- …
- Who is Astraea?
- What we help solve
- Questions
- Nuggets of Knowledge
Astraea Wealth Management
- Who is Astraea?
- What we help solve
- Questions
- Nuggets of Knowledge
- …
- Who is Astraea?
- What we help solve
- Questions
- Nuggets of Knowledge
Astraea Wealth Management is a fee-only financial planning firm that serves high achieving individuals, creative souls, and people in transitions (chosen or not).
What sets us apart? We genuinely care about what’s important and vulnerable to you, and not only about growing your investment portfolio.
Our mission is to create a welcoming and approachable experience. We avoid jargon and condescension, and want everyone to feel valued and understood. (and, yes, it's pronouced "uh-stray-uh")
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Investment advisory services offered through Equita Financial Network, Inc. an Investment Adviser with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Equita Financial Network also markets investment advisory services under the name, Astraea Wealth Management LLC. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
All written content on this site is for information purposes only. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Securities investing involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.