Starkel Wealth Advisors
We get the full picture.
Putting Customers 1st
With over 20 years of experience across some of the largest firms, we streamline your investment journey by putting you first & then automatically managing and optimizing your portfolio.
Global Investment Strategies
Through trusted relationships with over 450 U.S.-based global firms, we automatically manage and diversify your investments, so you can focus on what matters most.
Goal-Centric
We have an admirable background helping clients achieve financial freedom and consistent year-over-year returns based on risk tolerance.
We keep you at the helm
“Beware of little expenses; a small leak will sink a great ship.”
– Benjamin Franklin
Business Description
I specialize in helping business owners, entrepreneurs, and successful retirees make confident financial decisions during major life transitions. Many of my clients come to me after selling a business, approaching a liquidity event, relocating in retirement, or reaching a point where protecting wealth becomes more important than simply growing it.
My role is to simplify complex financial decisions — coordinating investment strategy, tax efficiency, retirement income planning, and long-term wealth protection into one clear plan. Clients often tell me they are not looking for more products or market predictions; they want clarity, structure, and confidence that their financial life is organized correctly.
I work closely with business owners preparing for exits, professionals managing significant cash positions after a sale, and retirees seeking a disciplined strategy designed to provide stability, flexibility, and peace of mind throughout retirement.
Get In Touch
Ian Starkel, Founder & CEO
contact@starkelwealth.com
Serving clients nationwide from our offices in Sarasota, Florida and Springfield, Missouri.
“There is desirable treasure and oil in the dwelling of the wise, but a foolish man squanders it.”
Proverbs 21:20
Springfield, MO 65806
Starkel Wealth Advisors is a registered investment adviser with the state of Missouri and California and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. For more information see our Disclosures.
Starkel Wealth Advisors 