Stratos Wealth Enterprises and RPI Financial Life Planners have announced a strategic partnership designed to support RPI’s next chapter of growth while preserving the personalized planning experience, culture and client relationships that have defined the practice for more than four decades. This acquisition expands Stratos’ presence in the Midwest and is anticipated to increase the firm’s assets by approximately $400 million.
Stratos Wealth Enterprises is the acquisition and wealth management arm of Stratos Wealth Holdings, a national network of experienced financial advisers and financial planning practitioners.
RPI was founded on the belief that financial planning is about people, not just portfolios, and has worked toward building a reputation for helping individuals and families align their finances with what matters most in their lives. Through its comprehensive Financial Life Planning approach, the practice focuses on guiding clients toward their goals wi
