StraightLine is pleased to work with individuals and families who are seeking the services of an independent Financial Advisor for professional investment management and financial planning services.

Additionally, StraightLine works directly with employers to support the general education, communication, and advice needs of employees participating in their 401k, 403b, or 457 retirement plans.

It doesn't matter how you come to StraightLine, on your own or through your employer, you'll get the same high quality professional investment management and financial planning services, not just for your employer-sponsored retirement plans, but for all aspects of your financial life.

Over the years, we have developed a specialty serving those who serve others in the higher education and not-for-profit market.  We have served this market for over 15 years and know the unique needs of these individuals, as well as the nuances of their retirement plans. In particular, those offered through TIAA and Fidelity.

Whether you are an individual or an employer, StraightLine stands ready to support you through our Three Pillar Process: Educate. Plan. Invest.

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Higher Education

Retirement

Investment Management

StraightLine

Mike Bisaro

Rob Rickey

Chris Turi

Jason Fisher

Doris Karras

Beth Mosshart

Leadership Team

Operations Team

Teams at StraightLine

Leadership Team

Operations Team