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Empowering Your Financial Future with Integrity
CNBC’s 2026 Financial Advisor 100 was created and tabulated by CNBC and AccuPoint Solutions and published October 8, 2026. Evaluation period: August 1, 2025–June 30, 2026. JT Stratford paid no fee for consideration or inclusion but paid to license the logo. Click the image for details and methodology.
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Tailored Financial Solutions
Holistic Financial Planning
Our goal is to align your financial health with your life goals, providing you with a clear roadmap to success.
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Strategic Tax Planning
Optimize your tax strategy with our professional guidance, minimizing liabilities and maximizing savings to support your long-term financial objectives.
Personalized Wealth Management
Experience personalized wealth management with our disciplined investment approach, designed to grow and protect your assets for the long-term.
Our Story and Values
JT Stratford is a regional wealth management firm founded in 1995. Our mission is to provide exceptional client experiences through innovative solutions, integrity, and a disciplined investment approach.
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Responsibility and accountability are at the core of everything we do. We uphold the highest standards of ethical conduct, transparency, and client-focused service.
Who We Are
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JT Stratford is a leading regional wealth management firm founded in 1995. Our mission is to provide exceptional client experiences through innovative solutions, integrity, and a disciplined investment approach.
Core Values
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Responsibility and accountability are at the core of everything we do. We uphold the highest standards of ethical conduct, transparency, and client-focused service.
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Our Proven Success
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Our Proven Success
in client assets under advisement
clients served
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Tools and Partnerships
Cutting-edge financial planning tools for optimal decision-making.
Strategic partnerships with top financial institutions.
Access to industry-leading technology platforms to enhance the client experience.