Kowal Financial Advisors, LLC

EST. AUM
$500,000,000

CONTACTS

CLIENT ACCOUNTS

Firm Details

Metro area Washington, DC
CRD Number
Website kowalfinancialadvisors.com
Client types

Overview

Kowal Financial Advisors is an independent wealth management firm and fiduciary advisory team operating out of Fairfax, Virginia. Founded in 1982, the practice specializes in personalized, fee-based financial planning, asset allocation mapping, and comprehensive estate conservation frameworks for families, business owners, and corporate executives throughout the Washington DC metropolitan region. The firm operates as an integrated DBA branch platform of Stratos Wealth Advisors, LLC, a major SEC-registered investment advisor network based in Beachwood, Ohio. Across their advisor roster, the firm administers financial solutions to over 1,000 multi-generational family books of business.

Platform Details

Investment Preferences

Alternative Activity