At Strathmore, building and valuing personal client relationships is the key to creating a wealth management plan to help you get the investment returns you need. Beyond your investments, Strathmore takes care of the details that come with your wealth. At Strathmore, instead of working with a broker or a salesperson, you’ll work with a Family Chief Financial Officer (Family CFO), an unbiased, highly trained advisor who doesn’t see you as a number. He heads your personal Wealth Management Team to take care of everything from insurance and estate planning to tax strategy and charitable giving.

As a fee-only firm, the Family CFO’s recommendations are driven solely by his desire to help you best manage your financial affairs. Traditional, commission-based firms rarely focus on more than your portfolio, leaving you at risk in other areas. Such firms also believe that an occasional phone call suffices for a client relationship. Your relationship with Strathmore won’t be distant and impersonal. Your Family CFO, John Charles Kernodle, will learn what matters most to you and will work with your personal Wealth Management Team to see that you reach your goals.