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In the News

Articles, press releases, and media mentions

News, media activity, and press releases featuring Stratus Wealth Advisors. Read about us in popular publications and articles on topics including financial planning, investing, Succession planning, and more


LBM Journal      May 2, 2022 – Sam Brownell penned this bylined article on Will my assets fund my post-ownership goals?

GOBankingRates       April 15, 2022 – Sam Brownell discusses Things You Need To Consider Before Deciding To Retire

GOBankingRates       April 14, 2022 – Sam Brownell featured in article on Who Should Have Access to Your Financial Accounts in Case of Emergency

The New York Times       April 5, 2022 – Amanda Monschein discusses what parents need to know before they choose a debit card for their kids

The New York Times       March 23, 2022 – Amanda Monschein shares tips for giving kids allowances

The New York Times       March 15, 2022 – Stratus' news release on being named a top advisor in Silver Spring and adding a new advisor to the team

LBM Journal       March 15, 2022 – Sam Brownell discusses succession planning and how Businesses Need Financial Planning Too

The New York Times       March 8, 2022 – Sam Brownell wrote this bylined article on Estate and Tax Planning for Independent Business Owners

The New York Times       March 4, 2022 – Sam Brownell quoted in this article on succession planning for family-run construction businesses

The New York Times       Feb. 18, 2022 – Sam Brownell featured in this article on key steps to take when easing into retirement

Barron's       Feb. 18, 2022 – Sam Brownell quoted on how dividend reinvestment plans work, pros and cons, and more

WealthManagement.com    Feb. 18, 2022 – Sam Brownell discusses how paint and decorating retailers can know if they're ready to buy or sell their business

LBM Journal      Feb. 9, 2022 – Sam Brownell's bylined article on defining your post-ownership goals

Barron's       Feb. 8, 2022 – Sam Brownell discusses how buy-sell agreements can resolve family business crises

Barron's       Jan. 27, 2022 – Sam Brownell discusses how financial advisors can team up with estate planners

WealthManagement.com    Jan. 5, 2022 – Stratus identified by Expertise.com as one of the Best Financial Advisory Firms in Silver Spring, MD for 2022

WealthManagement.com    Dec. 15, 2021 – Sam Brownell discusses how he helps business owner couples resolve differences in retirement planning

WealthManagement.com    Dec. 1, 2021 – Sam Brownell discusses how hardware retailers can know if they're ready to buy or sell their business

WealthManagement.com    Nov. 29, 2021 – Sam Brownell discusses a valuable podcast for his practice in Fifteen Must-Listen Financial Podcasts

Barron's       Nov. 19, 2021 – Sam Brownell discusses different stock types to include in a portfolio

Barron's       Nov. 17, 2021 – Sam discusses the non-financial side of retirement in "Think Retirement Is Only About Dollars & Cents? Think Again"

LBM Journal       Nov. 8, 2021 – Sam Brownell shares thoughts on steel stocks and commodity prices

LBM Journal       Oct. 26, 2021 – Sam Brownell discusses retirement planning and guiding clients through life-changing events

LBM Journal       Sept. 29, 2021 – Sam Brownell discusses what small-business owners need to know about the potential tax hike

LBM Journal       Sept. 23, 2021 – Sam Brownell to deliver webinar on Proactive Succession Planning

LBM Journal       Sept. 23, 2021 – Sam Brownell speaks on a panel for the virtual Morningstar Conference on digital communications strategies

HBSDealer       July 28, 2021 – Sam Brownell provides his choices for summer reading recommendations from financial advisors

HBSDealer       July 20, 2021 – Sam Brownell quoted in article on balance sheets

HBSDealer       June 17, 2021 – Sam Brownell quoted in article on the importance of moderate savings increases

Impact Communications, Inc.       June 7, 2021 – Sam Brownell featured in article on buy-sell agreements

Impact Communications, Inc.       May 18, 2021 – Sam Brownell provides tips for independent business owners in video interview

HBSDealer       May 9, 2021 – Sam Brownell provides exit planning tips for business owners: “Start Your Education Early”

HBSDealer       May 5, 2021 – Sam Brownell quoted in article on Everything You Need to Know About EBITDA

HBSDealer       May 3, 2021 – Sam Brownell on Five Things To Know If You Want To Build, Scale and Prepare Your Business For a Lucrative Exit

HBSDealer       April 15, 2021 – Sam Brownell quoted in article on Why some investors are betting on the most staid investment of all: Cash

HBSDealer       April 14, 2021 – Sam Brownell will present at the 2021 ProDealer Industry Summit hosted by HBSDealer and the NLBMDA

GOBankingRates       March 13, 2021 – Sam Brownell featured in article on 8 Major Ways We’ve Had To Adjust Financially Due to the Pandemic

GOBankingRates       March 13, 2021 – Sam Brownell featured in article on 8 Major Ways We’ve Had To Adjust Financially Due to the Pandemic

GOBankingRates       March 10, 2021 – Sam Brownell quoted in article on How Our Approach to Budgeting Has Changed Forever

Yahoo! Finance       March 10, 2021 – Sam Brownell quoted in article on How Our Approach to Budgeting Has Changed Forever

Citywire       Feb. 24, 2021 – Sam Brownell featured in article on The advisors guiding small business owners through the Covid-19 pandemic

Financial Advisor IQ       Feb. 22, 2021 – Sam Brownell featured in article on Managing a Small Business Owner’s Retirement

HBSDealer       Feb. 19, 2021 – Sam Brownell's recent presentation featured on the LBM Finance & Development Week Highlight Hub

HBSDealer       Feb. 17, 2021 – Webinar: Tax & Estate Planning: How Do I Minimize Taxes and Protect My Family When I Sell My Business?

NCBA CLUSA        Feb. 9, 2021 – Sam Brownell to present webinar on Proactive Succession Planning

Small Business Connections Podcast       Feb. 8, 2021 – Sam Brownell discusses succession planning on the Small Business Connections Podcast

HBSDealer       Feb. 4, 2021 – Sam Brownell presents webinar on Tax and Estate Planning for businesses

HBSDealer       Feb. 1, 2021 – Webinar: Business Valuation: What is My Business Worth and Can it Fund My Retirement?

HBSDealer       Jan. 26, 2021 – Sam Brownell delivers webinar presentation on Business Valuation

U.S. News & World Report       Jan. 19, 2021 – Sam Brownell was quoted in Advisors Allay Fears of Clients Unnerved By Pandemic

GOBankingRates       Jan. 19, 2021 – Sam Brownell featured in article on Financial Advisors Allay Fears of Clients Unnerved By Pandemic

HBSDealer       Jan. 15, 2021 – Stratus joins NLBMDA Manufacturers and Services Council

LBM Journal       Jan. 15, 2021 – Stratus joins NLBMDA Manufacturers and Services Council

HBSDealer       Jan. 13, 2021 – Sam Brownell delivers presentation for HBSDealer LBM Finance & Development Week

The New York Times       Jan. 2, 2021 – Sam Brownell featured in this article on how to Spend Less, and Smarter, in 2021

Impact Communications, Inc.       Dec. 30, 2020 – Sam Brownell's full comments on Understanding the SEC's New Marketing Rules for Financial Advisors

Financial Planning       Dec. 24, 2020 – Sam Brownell was quoted in What advisors need to know about the SEC’s new marketing rules

HBSDealer       Oct. 7, 2020 – Sam Brownell's recent conference session covered in Maximizing the Value of a Succession Plan

HBSDealer       August 20, 2020 – Sam Brownell Encourages Maryland Residents to 'Buy Local'

NCBA CLUSA        July 10, 2020 – Webinar:  "Moving Beyond Paralysis: How Your Business Can Prosper Before and After the COVID-19 Crisis"

Barron's       June 14, 2020 – Sam Brownell offers insights on small business owners and retirement in 3 Steps to Get Back on Track

Global FinTech Series       May 6, 2020 – Stratus' suggestions for business continuity planning:  A Roadmap to Help Your Business Prosper

Financial Advisor IQ       April 9, 2020 – Stratus is cited in this article:  Free Advice is Catching On in the Industry Amid the Pandemic

Global FinTech Series        April 6, 2020 – Useful tips for business owners: How the CARES Act Can Help Your Business

Financial Advisor IQ       March 31, 2020 – Article on Stratus Wealth Advisors Offering Free Advice

Global FinTech Series        March 30, 2020 – Useful tips for business owners: Coronavirus and Finance Tips - 5 Steps Business Owners Can Take Now

Seeking Alpha         March 26, 2020 – Sam Brownell offers free financial consultations to individuals and businesses

Seeking Alpha         March 26, 2020 – To support the community during these trying times, Stratus Offers Complimentary Consultations

HBSDealer        January 2020 – Tips for building a successful succession plan: Hardware - Building Supply Dealer

The Street     Dec. 23, 2019 – Sam Brownell was quoted in 14 Things To Know About Making End-of-Year Donations

WealthManagement.com    Nov. 25, 2019 – Sam comments on changes in the industry: Competitors Fire Back at Schwab/TD Ameritrade Acquisition

WealthManagement.com    Nov. 4, 2019 – Sam Brownell discusses Succession Planning Best Practices for Your Business

U.S. News & World Report      Oct. 9, 2019 – Sam Brownell was quoted in How to Use a Supplemental Executive Retirement Plan

East West Bank    Sept. 5, 2019 – Sam Brownell was quoted in Business Owners Can Make the Most Out of Falling Interest Rates

Financial Advisor     July 3, 2019 – Read how Sam Brownell helped a client in Advisor Helps Business Owner Save Taxes; Prep Inheritors

WealthBriefing    July 1, 2019 – Sam Brownell completed the requirements to become a Certified Valuation Analyst®

Seeking Alpha        June 13, 2019 – Stratus Wealth Advisors Expands Services to Small Business Clients


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