About Us

I’m so glad you found me! After more than 25 years in the financial services business, I realized it was necessary for me to start my own financial planning and investment management firm.

Why?

The Wozny Financial Philosophy Starts with You

There is almost nothing more important to building wealth and achieving financial independence than working with a trusted partner. Someone who can get to know you – not just your accounts. Someone who you can reach when you have a question.

I’ve taken what I’ve learned, maintained my time-tested philosophies about financial planning and investment management, left behind ideas and practices that don’t work, and launched Wozny Capital Advisors.

At Wozny Capital Advisors, you’ll receive personalized concierge quality financial, retirement, and college planning, estate planning, tax planning, and investment management services. Whether you need some or all the services offered, your financial plan is tailored to your individual situation.

You don’t need to sell investments or make radical changes to your plan just to become a client. And, yes, I’m still a fiduciary – obligated to act in your best interest.
Anderson Wozny

Led by Anderson Wozny

I have worked for a small independent brokerage firm, insurance companies, a financial planning practice, a regional bank, and for one of the largest Registered Investment Advisory firms in the country.

I have been mentored by incredible practitioners and thought leaders. I had the opportunity to not only learn the practice of financial planning but also the business.

For a time, I also co-hosted a nationally syndicated radio show focused on personal finance and had appearances on numerous television and radio programs.

Most important of all, I had the honor of helping to guide the financial decisions of hundreds of individuals and families over the years. I’ve been a trusted advisor to clients through marriages (and divorces), job changes, raising families, educating children, retirement, and beyond.

There have been many lessons over the years, and I bring each of them to the work I do for you.

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FAQs

Are you a fiduciary?

Yes. At Wozny Capital Advisors we operate as fiduciaries, and we are obligated to give advice that benefits you. We operate on a fee basis.

How do you charge?

Yes, we charge fees for our services. However, we also believe that fees should not be a deterrent to working with an advisor. As such, we offer two types of fee structures. The first is a traditional “assets under management” approach in which we charge fees based on the amount of assets that we manage for clients. We also offer an annual financial planning engagement for those that want ongoing comprehensive financial, tax, and estate planning, but don’t want or need investment management services.

Should I work with a small firm or a large company?

Well, of course, that depends on what you want. Working with a large company certainly has some advantages. For you, the biggest advantage is that the company has proven it has staying power (at least to this point). This is no guarantee of the future, as large organizations can and do go out of business. But, there is a sense that the longer they have been in business the longer they are likely to stay in business. So, you get a sense of comfort. After that though, the advantages are few for you. Sure, the larger the company, the more money it can spend on marketing, real estate, executive pay packages, and so on. Our concern is providing you the best guidance tailored to your situation. And while we may be small, we have partnered with large organizations to provide you with the services that a multi-billion dollar company can provide with concierge service.

How do I start?

Click the “Contact Us” button just below this paragraph, and we will reach out to you shortly to begin your plan.

Investment advice offered through Stratos Wealth Advisors, LLC, a registered investment advisor. Stratos Wealth Advisors, LLC and Wozny Capital Advisors, LLC. are separate entities.

Investment advisory services are offered through Stratos Wealth Advisors, LLC, a registered investment adviser located in Beachwood, Ohio. www.stratoswealthadvisors.com.

Wozny Capital Advisors, LLC offers its financial services through Stratos Wealth Advisors LLC (“Stratos”), a registered investment advisor with the U.S. Securities and Exchange

Commission (the “SEC”) located in Beachwood, Ohio. Wozny Capital Advisors, LLC operates as a DBA branch of Stratos Wealth Advisors, LLC. More information regarding Stratos may be found at www.stratoswealthadvisors.com. Registration with the SEC does not imply a certain level of skill or training. Public information concerning Stratos Wealth Advisors is available at https://www.adviserinfo.sec.gov. A copy of the Stratos’ current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request and/or on this website at www.stratoswealthadvisors.com.

Stratos may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Stratos’ web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Stratos’s website on the Internet should not be construed by any consumer and/or prospective client as Stratos’ solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Stratos with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. A copy of Stratos’ current written disclosure Brochure discussing Stratos business operations, services, and fees is available from Stratos upon written request. Stratos does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Stratos’ web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial advisor and/or tax professional before implementing any strategy discussed here. When you link to any of the websites provided here, you are leaving this website. The information and opinions contained in any of the material requested from this website are provided by third parties as well. They are for informational purposes only and are not a solicitation to buy or sell any product mentioned. We make no representation as to the completeness or accuracy of the information provided by these third party websites or third party materials.

Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Stratos Wealth Advisors, LLC), will be profitable or equal any historical performance level(s).

Certain portions of Stratos’ web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Stratos (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Stratos, or from any other investment professional. Stratos Wealth Advisors, LLC is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.

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