We Plan,

So That You Can Dream

Stafford Wealth Advisors is focused on guiding entrepreneurs, business leaders, professionals, and families to reach their goals now and for today, tomorrow and generations to come.

At Stafford Wealth Advisors, we provide personalized financial planning and investment strategies designed to help you achieve your unique goals. Partnered with Commonwealth Financial Group, we combine boutique service with the strength and resources of a leading financial institution. Our commitment is to deliver customized guidance and tailored solutions to help secure your financial future.

About Stafford

We strive to exceed expectations, simplifying your financial life, and helping you build a lasting legacy. Our clients benefit from a comprehensive approach that offers holistic guidance and coordinated strategies, tailored to fit even the most complex wealth scenarios. We provide expertise across all aspects of wealth management, including retirement planning, risk management, estate planning, philanthropy, insurance, tax strategies, and education savings.

Our Services

Who We Serve

  • Individuals & Families

    Helping individuals and families plan for their future with tailored financial strategies for every life stage.

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  • Business Owners

    Offering comprehensive financial planning for business owners, including succession planning and retirement strategies.

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  • Nonprofit Organizations

    Helping nonprofits with investment management and financial strategies to further their mission.

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  • Entrepreneurs & Founders

    Supporting professionals in building a strong financial foundation and planning for long-term goals.

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  • Corporate Executives

    Offering personalized strategies to help executives executives optimize their compensation and plan for a financially secure future.

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  • Pre- Retirees & Retirees

    Helping pre-retirees transition smoothly into retirement with a secure financial plan, while guiding retirees in protecting and growing their wealth throughout retirement.

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The Stafford Difference

  • Operating under a fiduciary standard, we prioritize our clients' needs above all else, building relationships based on trust, transparency, and exceptional care.

  • Our resources are vast, but our relationships are personal. We aim for every client to feel like they're our only client. 

  • As a family-owned firm, we are free from obligations to recommend products that don't align with your goals, providing advice that is impartial and personalized.

  • Stafford Wealth Advisors proudly partners with Commonwealth Financial Group and their years of financial expertise. This partnership strengthens our ability to offer clients a wide range of solutions, backed by advanced tools, research, and a trusted network of experts.

  • We use Investor360° to give you seamless access to all your investment information in one place. With a customizable dashboard, you can easily view your account balances, holdings, and activity. Interactive charts and graphs let you evaluate your accounts by asset class and category, while real-time quotes and intraday balance updates keep you informed. Plus, Investor360° integrates with TurboTax, TaxAct, and H&R Block to simplify your tax filing process.

Get in Touch

In 15 minutes we can get to know you – your situation, goals and needs – then connect you with an advisor committed to helping you pursue true wealth.