Innovative wealth management to set your financial future for growth
Strathaven Financial provides a differentiated approach to U.S. Equity Investment.
We strategically manage the diversification of investment risk to help clients achieve their financial goals.
How we help
Investment Management
At Strathaven Financial, we believe in customizing our investment model to align with your personal goals. We take the time to understand your unique financial aspirations, risk tolerance, and time horizon.
By tailoring our strategies specifically to you, we ensure that every investment decision is designed to help you reach your objectives effectively.
Whether you're focused on growth, income, or a combination of both, our personalized approach aims to create a roadmap that reflects your vision for the future. Together, we can navigate the complexities of the market while keeping your goals at the forefront of our strategy.
Individuals & Families
Through a consultative approach, Strathaven’s objective is to help you grow and protect generational wealth. We achieve this by providing higher levels of financial security, coupled with a unique risk management strategy that is tailored to your individual needs. By focusing on both growth and protection, we empower you to achieve your long-term financial goals and build a legacy that can be passed down through generations.
Retirement Plan Services
By creating and implementing the right retirement plan, Strathaven aims to help small businesses and their teams prepare for life after work. As Strathaven assists your firm in determining appropriate investment offerings and educates employees on investment options that may be most appropriate for them. We believe we can assist our partners in utilizing the retirement plans that fits into their long-term goals.
We offer a personalized approach to bridging the gap between retail investment and advanced market opportunities.
A different approach to client investment
At Strathaven, we offer expertise and the opportunity for retail investors to participate in greater levels of Market Returns, while maintaining standard industry levels of risk.
We do this by leveraging changes in the investment industry and applying institutional solutions to individual investor's portfolio. This investment strategy is positioned to achieve long-term financial goals with a greater degree of certainty.
Whether your goal is to save for a new house, plan for a career change, or cover your children’s educational expenses, Strathaven Financial is here to help. We help you invest with different priorities in mind and track your progress along the way, answering questions and being there whenever you need us.
We’re here to help you realize a more inclusive investment portfolio.
Your Advisor
Patrick Tarkey
With a degree in Finance from John Carroll University, industry licenses, and a decade of top performance working for one of the largest asset managers in the world, Strathaven’s founder & CEO, Patrick Tarkey, is bringing his tenure and breadth of industry experience to make a difference in the lives of clients directly.
Guided by high standards of integrity and service, Patrick brings his expertise and fiduciary responsibilities to work for you.
