Briant Sikorski

1360 Lake Orange Road

Cedar Grove, NC 27231

About Briant

I was born into a typical American family, located in a small suburb outside of Detroit, Michigan.  By no means were we wealthy but we weren’t hungry either.  That all changed when I was a teenager and my father passed away unexpectedly at the age of 49 leaving me, my mother and my three siblings uncertain about our financial future.  While we “made it” our lives could have been much improved had my parents planned for the unexpected.  Today, as an independent wealth advisor, my passion is to help my clients, and their families, prepare for life’s uncertainties.

I specialize in helping individuals, corporate executives, and small business owners, at their peak earnings years, plan for the unexpected while transitioning from their portfolio accumulation to portfolio distribution phases.  To do so, I follow defined financial planning, investment management and wealth transfer processes, including the use of Financial Planning and Retirement Income modeling software.

I bring over 20 years of financial advisory experience, certification as both an Accredited Asset Management Specialist (AAMS), and Chartered Retirement Planning Specialist (CRPS) and hold a Masters’ degree in Business Administration.  My combination of education and experience helps me guide my clients on their financial journey.

Briant Sikorski, Wealth Advisor for Stratos Wealth Partners is Series 7, 63 (held by LPL Financial) and 65 (held by Stratos Wealth Partners) securities-registered, is certified as an Accredited Asset Management Specialist and Chartered Retirement Plans Specialist and is licensed in life, disability and long-term care insurance.  As a Wealth Advisor, Briant helps clients work toward their investment goals, including personal and business retirement planning, education savings, first- and second-home purchases, catastrophic risk management and estate planning/wealth management.  He makes available to his clients personalized and differentiated investment strategies that appeal to their individual interests and values.  These include stocks, bonds and other socially- and morally-responsible investment vehicles.

Briant entered the financial services industry after a twenty-year career in the venture capital, information technology, telecommunications and automotive manufacturing industries.  Briant holds a Bachelor of Science degree from the University of Michigan and a Master of Business Administration degree from Oakland University.