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About Flagstar Advisors

Flagstar Advisors are dedicated to helping advance your wealth, investment, and retirement goals.

Each relationship is customized around you – our client

Let's work together to make a difference for your family, your business, and the causes you care about.  Here, we embrace a single point of contact culture offering one-to-one dedication and responsiveness. 

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Client-centric

Flagstar Private Bank's approach is centered around a single point of contact banker who has access to lending, banking, and wealth solutions.

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Customized solutions

We maintain an independent, objective, and client-centric lens in each dimension of your relationship.

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Results-driven

Our focus is on your goals and getting you where you want to go.

A client-first culture

For decades, our commitment to delivering exceptional service has been critical to our clients’ loyalty. Our process entails an in-depth understanding of your financial goals. This, in turn, allows us to implement an appropriate asset allocation designed to meet your growth, income, and risk tolerance objectives, and offer a comprehensive wealth management strategy.

Flagstar Advisors Client Model

A collection of complementary financial solutions

Our open architecture allows us to access research on a wide variety of planning and solution strategies. This ultimately allows us to deliver wealth solutions designed to generate client-centric outcomes. 

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Financial Planning

Managing complexities and staying focused on what matters most – you and your family’s specific near and longer-term needs – is at the heart of our financial planning work. 

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Investment Management

Our experience with investment management allows us to efficiently assess and build portfolios and strategies that help you work towards meeting your desired outcomes.

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Insurance Solutions

Let's find the right mix of policies to protect your family, offset risk, and invest in your future.

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Retirement Plan Services

Flagstar Advisors offers fiduciary, administrative, and enrollment expertise to help steward your plan today and tomorrow.

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Business Benefit Solutions

Stay competitive with tailored benefit solutions for your employees and executives.

Our Investment Philosophy

We believe there is no single path, no sole solution or asset allocation.  Our philosophy is to preserve your wealth and do what's right for you - your goals, your family, your business.

Working with the Flagstar Advisors

Working with Flagstar Advisors means working through a single point of contact who knows you, your unique financial objectives, and the specific conditions and requirements of your financial objectives. We bring experience and acumen, objective and responsive, to each relationship.
 

Flagstar Advisors Brochure

Let’s explore the possibilities

Connect with us to learn more about wealth solutions provided by Flagstar Advisors and what you can expect from working with Flagstar Private Bank and the benefits of having a single point of contact focused on you, your family, and your business. We look forward to speaking with you.
 

Flagstar Advisors, Inc., Member FINRA/SIPC, is a registered broker-dealer, registered investment adviser, and licensed insurance agency. Flagstar Advisors is a wholly owned non-bank subsidiary of Flagstar Bank, N.A. Flagstar Bank, N.A. is not registered as a broker dealer or investment adviser. Securities and Insurance products offered through Flagstar Advisors are:

Not Insured by FDIC or Any Other Government Agency Not Bank Guaranteed Not Bank Deposits or Obligations May Lose Value


Neither Flagstar Advisors nor its employees or agents provide tax or legal advice. You must consult your tax and legal advisors regarding your personal circumstances. No information contained herein should be considered a recommendation or solicitation to invest in a particular security or type of security.

The material provided is for information purposes only and should not be considered an offer to buy or sell, a solicitation of an offer to buy or a recommendation for any specific securities or products. Before investing in any product or services, consider the investment objectives, risks, charges, and expenses. For fund purchases, a prospectus is available containing this information. Read it carefully prior to making any investment decisions and retain it for your future reference.

Wealth management refers to products and services available through various services providers of which there are important differences including, but not limited to, the type of advice and assistance provided, fees charged, and the rights and obligations of the parties. Your representative will receive compensation in connection with providing advice or service. It is important to understand the differences when determining products and/or services to select.

Flagstar Advisors only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration does not constitute an endorsement of the firm by FINRA or the SEC nor does it indicate that the adviser has attained a particular level of skill or ability.

Flagstar Bank, N.A., and Flagstar Advisors comply with Section 326 of the USA PATRIOT Act. This law mandates that we request certain information about you while processing your account application. This information is utilized to verify your identity.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.