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Strategic Advisory Partners, LLC

EST. AUM
$191,433,909

CONTACTS
5

CLIENT ACCOUNTS
828

Firm Details

Metro area Raleigh
CRD Number 314842
Website strategicadvisorypartners.com
Client types

Overview

Strategic Advisory Partners, LLC (SAP) is a registered investment advisor based in North Carolina, providing fiduciary-driven financial planning and investment management to individuals, families, and institutions. The firm is committed to delivering personalized, transparent advice that empowers clients to make confident financial decisions. SAP’s approach centers on building long-term relationships and understanding each client’s goals, risk tolerance, and life circumstances. Services include retirement and estate planning, investment strategy, charitable giving, education funding, tax planning, insurance coordination, and business succession planning. Acting as a single point of contact, SAP coordinates with clients’ broader advisory teams to streamline financial management and planning. The firm’s investment strategy is disciplined and data-informed, with adjustments made based on long-term trends and market fundamentals—not arbitrary timelines. This dynamic approach helps clients navigate changing market conditions while staying aligned with their long-term objectives. Led by Blaise Stevens, MBA, CFP®, AIFA®, CLU®, ChFC®, SAP brings deep expertise and a strong commitment to client-first service. The firm prioritizes clarity and education, helping clients understand their strategies and feel in control of their financial futures. Strategic Advisory Partners is a trusted partner for those seeking thoughtful, tailored financial guidance with integrity at its core.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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