Business Details
31 Years
experience
Your Trusted Partner for Financial Advisory Solutions
JT Stratford is a regional wealth management firm dedicated to empowering clients through innovative financial solutions, integrity, and a disciplined investment approach. Founded in 1995, we prioritize responsibility and accountability, upholding the highest standards of ethical conduct and transparency. Our mission is to deliver exceptional client experiences by aligning financial health with life goals through personalized financial planning, strategic tax planning, and comprehensive wealth management. With $1B+ in client assets under advisement and 1,200+ clients served across five locations, we combine cutting-edge technology with strategic partnerships to enhance client outcomes.Our team of experienced professionals provides tailored strategies, ongoing support, and a commitment to client-focused service, ensuring financial plans adapt to life changes and market conditions. We emphasize education, compliance, and long-term growth, offering access to industry-leading platforms like Charles Schwab and eMoney Advisor. Our collaborative culture fosters advisor success while maintaining a focus on preserving and growing client wealth for future generations.
Services
Financial Planning
Tax Planning
Wealth Management
Investment Management
Retirement Planning
Details
- Year established: 1995
Highlights and features
- We offer 30+ years of experience in personalized wealth management.
- Our team provides tailored financial strategies aligned with client goals.
- We uphold the highest standards of ethical conduct and transparency.
- Strategic partnerships enhance client access to cutting-edge financial tools.
- Proven success managing $1B+ in client assets since 1995.
Associations and certifications
- SEC (U.S. Securities and Exchange Commission)
What people say
Personalized service
Effective strategies
Trust and integrity
Long-term success
Dedicated team
Services
Financial Planning
Our financial planning service creates tailored roadmaps to align your financial health with life goals. We assess your current situation, develop customized strategies for retirement, estate, and investment planning, and continuously monitor progress. This holistic approach ensures adaptability to life changes and market conditions while leveraging technology for real-time insights.
Tax Planning
Strategic tax planning minimizes liabilities through customized strategies for income tax reduction, estate planning, and investment analysis. We focus on long-term tax efficiency for retirement and charitable giving, ensuring compliance while maximizing savings. Our proactive approach adapts to changing tax laws and individual financial situations.
Wealth Management
Personalized wealth management combines portfolio design, asset allocation, and multi-generational planning to grow and protect assets. We implement disciplined investment strategies tailored to risk tolerance, using diversified approaches for steady growth. This service emphasizes wealth preservation and intergenerational transfer while maintaining flexibility for evolving client needs.
People
Todd Ferguson
Founder & CEO
Todd Ferguson established JT Stratford in 1995, growing assets from $100M to $1B. His leadership emphasizes ethical standards and community involvement, shaping a culture of client-focused service and advisor collaboration.
Questions
What financial planning services do you offer?
We provide comprehensive financial planning including retirement, estate, investment, and insurance planning tailored to individual goals and risk tolerance.
How does your tax planning process work?
Our tax planning analyzes your unique situation to implement strategies for income tax reduction, estate planning, and investment efficiency while ensuring compliance.
What makes your wealth management approach unique?
We combine personalized portfolio design with multi-generational strategies, using disciplined investment approaches and advanced technology platforms for long-term growth.
How often are financial plans reviewed?
Plans are reviewed annually or when significant life changes occur to ensure alignment with evolving goals and market conditions.
Do you offer investment management services?
Yes, we provide customized investment management with diversified portfolios aligned to client risk profiles and long-term financial objectives.
How can I schedule a consultation?
Contact us via phone at (770) 534-6046 or complete our online form to schedule a personalized consultation with our advisors.
