Drew K. Stratton, CFP®

Drew K. Stratton, CFP®

Managing Partner, Financial Advisor Worcester Office

With more than 25 years of experience as a financial advisor, Drew is known for educating, guiding, and supporting clients by developing strategic investment plans based on their goals and comfort levels. He has been providing comprehensive financial planning, wealth management, and retirement services since 1994.

Drew believes the same diligence and preparation he needed as a professional baseball player transfer well into the financial advisory industry. He was an All-American player at Quabbin Regional High School, went on to Princeton University, and played baseball in Japan, Korea, and Taiwan with the U.S. National Collegiate team. He was also in the Oakland Athletics’ farm system for three years after being drafted in 1986. One of his favorite sayings is, “Prior preparation prevents poor performance.” His diligence prevents his clients from becoming distracted and helps keep them on track. “Sometimes I’m a catalyst, sometimes I’m a psychologist—but I’m always focused on keeping my clients on the path to achieve their goals.”

Drew earned a degree in economics from Princeton in 1987, and his first job was with IBM. “Some of my customers were big Wall Street firms and I was able to go to the trading floor. I was intrigued by the excitement of the transactional side of the business.” A brother-in-law introduced him to financial planning, and Drew found that side of the business even more interesting: “Helping people make better financial decisions through disciplined and thoughtful financial plans; this was a perfect fit.”

Drew advises more than $250 million in assets (as of February 2, 2024) and has seen hundreds of his clients retire with confidence and financial security. “All my years of experience and training have a direct influence on the outcome of people’s lives. The invitations to graduations, weddings, and other life events and seeing how successful my clients are—that gives me a great deal of happiness and satisfaction.”

Even though he is a managing partner at Larson, Potter, Stratton & Cote Financial, Drew is very hands-on: “Typically, in a practice of our size, you wouldn’t be dealing with a principal. If you work with my firm, you’ll work with me. I drive the plan and rebalance the portfolio. You get my knowledge and years of experience.”

Drew and his wife, Stephanie, live in Paxton, where they raised three sons: Sam, Pete, and Charlie. He coached all three in the Paxton Little League and AAU baseball. Drew and his family are all scuba diver certified. “Grand Cayman is the best diving spot, but we also love the Outer Banks and Cape Cod.” 

Leaders Conference     Forbes
 

Drew K. Stratton is proud to have been recognized as a Leaders Level advisor for 2022—a distinction based on annual production that places him among the top 6 percent of advisors affiliated with Commonwealth Financial Network.


Each year, Commonwealth, the broker/dealer–RIA that helps us process investment transactions on your behalf, recognizes Leaders Level advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Leaders Level advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients. 

2020 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in February 2020 based on data gathered from June 2018 to June 2019. 32,000 advisors were considered; approximately 4,000 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.

2018–2020 Five Star Wealth Manager Award, created by Five Star Professional. The 2020 award was presented in February 2020 based on data gathered within 12 months preceding the issue date. 3,580 advisors were considered; 463 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com