We are a Philadelphia-based registered investment advisory practice that helps participants in TIAA®-sponsored retirement plans optimize their investments and plan for the future.

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Who we are

Micheal Ma Partner & Wealth Advisor at Emeritus Wealth Management

Michael Ma

Partner & Wealth Advisor

Kevin Millard CFP® Partner & Wealth Advisor at Emeritus Wealth Management

Kevin Millard CFP®

Partner & Wealth Advisor

Our clients are:

Primarily individuals who work (or used to work) in colleges, universities and nonprofit hospitals.

Calling on our extensive experience as wealth management advisors at TIAA®, our team understands the complexities and challenges associated with 403(b) retirement plans generally. We have vast experience with TIAA® annuities and related investments in particular. Whether you're planning for retirement or already retired, we'll review your options and help you make informed decisions about your money.

Count on us for high-touch service backed by independent, objective, transparent advice.

A retired professor, administrator or healthcare worker

A college professor/
administrator or healthcare worker five years or less from retirement

A mid-career college professor/
administrator or healthcare worker

A physician

Your medical practice is demanding, leaving little time to engage in financial planning, even if you have the experience or inclination to do so.

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Schedule Meeting

Location

One Liberty Place 1650 Market Street, 36th Floor Philadelphia, PA 19103

Email

info@emerituswm.com

Telephone

267-322-2540

_{Emeritus Wealth Management has no affiliation with TIAA. The services rendered by Emeritus Wealth Management are not reviewed or approved by TIAA. TIAA is a registered trademark of TIAA.
We help participants in 403(b) retirement plans sponsored by TIAA, Vanguard and Fidelity optimize their investments and plan for the future.
Investment advice offered through Stratos Wealth Advisors, LLC, a Registered Investment Advisor DBA Emeritus Wealth Advisors.
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 www.adviserinfo.sec.gov. A copy of Stratos' current written disclosure brochure discussing our advisory services and fees is available upon request and/or www.stratoswealthadvisors.com.
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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' 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 are presentative who is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. 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' website 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 website is for informational purposes only and is not intended 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 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' website (.e.g., newsletters, articles, commentaries) 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 any other investment professional. Stratos Wealth Advisors, LLC, is neither an attorney or an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.
Each client and prospective client agrees, as a condition precedent to his/her/its access to Stratos' website, to release and hold harmless Stratos, and its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions that are independent of his/her/its receipt of personalized individual advice from Stratos.}