Setarcos Wealth Advisors LLC, headquartered in Philadelphia, Pennsylvania, is a fee-only, fiduciary Registered Investment Advisor founded in 2011. The firm specializes in providing comprehensive portfolio management and holistic financial planning services to high-net-worth individuals and families across the United States.

Setarcos emphasizes personalized engagement, tailoring investment strategies to each client’s unique circumstances, risk tolerance, and goals, while minimizing complexity, fees, and taxes. Their financial planning services encompass retirement, tax, estate, insurance, and cash flow planning, adapting dynamically to clients’ evolving life situations.

With a commitment to long-term relationships, Setarcos maintains a high-touch approach, serving a select clientele with a low advisor-to-client ratio, ensuring dedicated and responsive service. The firm’s team includes professionals holding esteemed credentials such as CFP®, CFA®, CPA, and FRM, reflecting their expertise and dedication to acting in clients’ best interests.