Broker Check

Who We Serve

Statera Advisors assist clients in developing, implementing and maintaining a financial strategy catered to each individual’s unique circumstances. There is no one size fits all solution. Whether your demanding schedule leaves you with little time to focus on your own planning, or you’re a family looking to protect and transfer wealth to future generations, or a successful company looking to add significant value to your employees, Statera Advisors can help.

 

Individuals & Families:

Statera Advisors has extensive experience guiding individuals and their families through many complex financial decisions. Whatever your goals may be, minimizing your tax burden, saving for retirement or college, preserving your assets, or transferring wealth to future generations, Statera Advisors can educate, advise and implement your financial strategy.

Corporate Relationships:

Statera Advisors partners with companies to offer financial education to their executive team, as well as, company-wide financial education seminars to their associates. In addition, we can advise and provide guidance to corporations on implementing and managing comprehensive retirement plans.

Corporate Executives:

Corporate executives are faced with numerous complex financial decisions related to their compensation packages including: equity awards, single stock concentration, deferred compensation, qualified and non-qualified pension plans, 401(k) plans, and non-compete/separation agreements. Statera Advisors has extensive experience working with a wide variety of companies across industries and benefit plans to help provide effective solutions.

 

 

Securities, investment advisory and financial planning services are provided through qualified registered representatives of MML Investors Services, LLC, Member SIPC. Supervisory office: 11350 McCormick Road, Executive Plaza IV, Suite 200, Hunt Valley, MD 21031 • (410) 785-7654. Statera Advisors is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.