Stratos Wealth Partners

Beachwood, OH Office

440-505-5586

3750 Park East Drive 
Suite 200 
Beachwood, OH  44122

Serve my clients first to help them achieve their objectives by delivering world class financial advice which will put their financial affairs in the best manner possible. 

Impact my clients for God’s Kingdom. 

My Mission

Mon-Fri: 8:00 AM - 5:00 PM

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Meet Kent

Kent Mosher is a Founding Partner of Stratos Wealth Partners, an Advisor run organization that specializes in the practice and execution of comprehensive financial planning and implementation services. Stratos is a national network of distinguished, experienced financial planning practitioners spread throughout the country and powered by LPL Financial, member FINRA/SIPC. 
Kent has over 25 years of financial industry experience, specializing in helping the owners of closely held businesses, and successful professionals to reduce their current taxes, plan for retirement, maximize their investments, satisfy charitable desires, and efficiently transfer their assets to their children and grandchildren.  

Kent has over 25 years of financial industry experience, specializing in helping the owners of closely held businesses, and successful professionals to reduce their current taxes, plan for retirement, maximize their investments, satisfy charitable desires, and efficiently transfer their assets to their children and grandchildren.  


Kent’s planning work consists of analyzing his clients’ assets, paying close attention to three areas: the accumulation, the conservation, and the ultimate distribution of those assets.  He has the ability to bring creative strategies to complex situations and to provide clients with a financial blueprint which allows them to actively pursue their financial objectives.  No matter what changes take place in the legislative, regulatory, economic, or financial resources environments, his personal mission statement remains the same – “Serve my clients first to help them purse their financial objectives by delivering world-class financial advice, which will put their financial affairs in the best manner possible”.  
 

Kent began his career with Dun & Bradstreet, a provider of business financial information and was affiliated with Ernst & Young, a Big 5 accounting firm. Both provided a meaningful basis for his ultimate transition into the financial planning industry.  Kent launched his financial planning practice in 1999 with Sagemark Consulting, a division of Lincoln Financial Network.   
 

Kent is active in his community, serving as Elder of a 2,500 member church, as well as serving in various other ministry related capacities. He enjoys going on short-term mission trips and has completed trips to Africa, Romania, Haiti, Costa Rica and Belgium. He earned his BA in Business Administration from Taylor University, and an MBA from Xavier University. In his free time Kent also enjoys running, biking and volleyball.  Kent resides in Stow, Ohio with his wife and three sons. 

Why Your Need A Plan

My Services

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WealthVision

Powered by emoney

As time goes on, life gets more complicated and so does your finances. With additions like 401(k) plans, qualified accounts, and individual accounts, it is hard to keep track of where everything is located. 

We are pleased to offer you a personal service that helps you managed your finances and other important financial information including wills, POA's, and other personal documents. WealthVision is a secure online program that allows individuals to view all of their finances and investments in one place. 

WealthVision offers multiple benefits including: 

  • Tracking all of your financial accounts

  • Secure storage of your most important documents including wills, POA's, tax returns, medical histories, passports, etc.  

  • Use a budget tool that tracks all your purchases 

  • Track outside accounts like car notes, college loans, and home mortgages

 

​​​​We look forward to helping you use this tool to the best of your abilities to make your life less complicated. To learn more about this offer, please feel free to call the office at (440) 505-5586 or bring it up in your next meeting.  

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A Message From Stratos CEO, Jeffrey Concepcion

Stratos Leadership

Executive Team

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Jeff Concepcion

Founder & CEO

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Nancy Andrefsky

Chief Financial Officer

Chief Operations Officer

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Matthew Dunn, CFA®

Chief Compliance Officer

OSJ Supervisor

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Charles Shapiro

Founding Partner

Chief Development Officer

Senior Leadership Team

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Jim Lupica

Founding and Managing Partner

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Chris Walling

Founding and Managing Partner

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Daniel Jacoby

Chief Investment Officer

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Eric Beahn

Director of

Advisory Operations

Jennifer C. Hart

Director of HR &

Business Services

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Kevin Elvington

Director of

Marketing

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Michael O'Brien

Managing Partner

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Jacob Stewart

Director of IT

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Karen Miltner

Controller

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Barbara Dull

Director of

Brokerage Compliance

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Chris Radzinski

Director of

Project Management

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Bryan Meilinger

Director of

Advisory Compliance

 

3750 Park East Drive - Beachwood, OH 44122

Office: (866) 553-9882 - Fax: (440) 505-5609​​​ - Info@stratoswp.com

Stratos Wealth Advisors is currently relying on an SEC extension in filing and delivering the Form ADV

Check the background of your financial professional on FINRA's BrokerCheck.

Investment advice offered through Stratos Wealth Advisors, LLC, a registered investment advisor.

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