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Tax Advice. Financial Planning. Investment Counseling

linda

Stratton Advisors is a comprehensive, fee-only financial planning firm that works with you to develop a customized financial strategy to meet your unique needs. 

UPDATE:  In October 2020, Stratton Advisors will be combining with the fee-only firm AIO Financial, www.aiofinancial.com.  Linda will continue serving as a financial planner with AIO.

Linda is a member of NAPFA (National Association of Personal Financial Advisors, www.napfa.org) and the Alliance of Comprehensive Planners (ACP).   She has served her clients with a fiduciary standard of care since Stratton Advisors began in 2006.

Linda Stratton is a Certified Financial Planner (CFP®) and a Registered Investment Advisor with the State of Arizona. She is an Enrolled Agent, admitted to practice before the Internal Revenue Service. She holds an MBA from Northern Arizona University and an undergraduate degree in Classics from Brown University.  Linda is a member of the Oro Valley Rotary Club and the LPGA Amateur Assocation. She lives in Oro Valley, Arizona with her husband of over 30 years, Wes Ward, a retired geologist.

“I am committed to providing you with peace of mind as we create intelligent solutions to your financial needs. My recommendations will be focused on your best interests. The success of my financial planning practice is based on helping you meet your goals.” – Linda

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