Personal relationship. Professional advice.

We want to take the time to get to know you, understand what’s important in your life, and help you manage your wealth wisely. Navigating the financial landscape is not always easy, but we are here to guide you along the way. Shrader Wealth Advisors is a boutique firm dedicated to creating lasting relationships and proving the financial advice you need to be successful.

Here’s how we can help.

Shrader Wealth Advisors is a regional financial advisory firm based in Roanoke, VA.

Individuals & Families

Wealth Management designed for your financial needs.

Businesses

Retirement Plans built to suit your business and industry.

Our principles guide your experience.

We believe that practicing a few simple things can make all the difference in creating a lasting partnership. Our principles are simple, but we do our best to practice them. We hope they show, not only in how we treat you, but also in your overall experience working with our firm.  

1

Gratitude

We are thankful for our clients, our people, and our work. We aim to never miss an opportunity to express this.

2

Kindness

Our goal is to treat each person the way we would want to be treated. Our clients are an extension of our family.

3

Peace

In the stressful, complex world in which we live, this can be hard to find.  We hope that we provide a little more than you had before.

Dear Friend,

What do you value? It’s an important question. Do you value becoming debt free, retiring early to pursue other interests and passions, or passing on an inheritance to your heirs? We all value different things, and what we do, whether we realize it or not, is make decisions on a daily basis in pursuit of what we value. The financial markets are a very useful tool in helping us achieve these goals, but with investments, comes a persistent element of uncertainty.  This future uncertainty can cause us fear because it threatens what we value most and what we have worked so hard for. So what do we do about it? We look for guidance.

As a financial advisor, my primary goal is to create a personal advisory relationship to influence the decisions my client’s make in a positive way, which will not guarantee, but will put them in the best possible position to achieve what they value in life. Financial services simply fall within this larger purpose. This is what I value as an advisor, and my firm is a reflection of how I can best deliver that to you. I value lifelong friendships and relationships where I can truly get to know someone over the years and better understand what they want to accomplish.  I value independence and objectivity, which is why Shrader Wealth Advisors is structured as a boutique private company. I’ll meet you at my office, your office, your home, or the coffee shop. If we value the same things….let’s start a conversation. I’d love to get to know you.

About

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