2/13 Strategic Partners
2/13 Strategic Partners is a Wayne, Pennsylvania-based wealth management advisory practice affiliated with Hightower Advisors, serving high-net-worth individuals, business owners, life sciences executives, and multigenerational families with holistic financial planning, investment management, and pre-transaction advisory services on an asset-based fee model.
- Company typePrivate
- Founded1997
- HeadquartersWayne, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
What 2/13 Strategic Partners does
2/13 Strategic Partners is a private wealth management and financial advisory practice headquartered in Wayne, Pennsylvania, operating as an affiliated team within Hightower Advisors, LLC, a SEC registered investment adviser. The firm serves high-net-worth individuals, business owners preparing for liquidity events, senior corporate and life sciences executives, and multigenerational families. It positions itself as the client's personal Chief Financial Officer, delivering holistic advice across investment management, financial planning, tax and estate planning, equity compensation, retirement readiness, and wealth transfer.
The firm runs a five-step Comprehensive Wealth Management Experience (Assessment, Goal Clarifier, Strategic Solution, Implementation Formula, Path Navigator) supported by a branded product set including the Family Tree Program, H.E.L.P. (Holistic Evolving Life Planning), Retirement Redzone Process, Life Sciences Executive Network, and the Well-th View Portal client dashboard. Technology is largely delivered through the Hightower ecosystem (back-office, compliance, portfolio management) augmented by third-party integrations such as Pontera for employer retirement plan management and a business valuation platform. The team of approximately 16 professionals holds multiple CFP, CFA, CIMA, CPWA, and other designations, and several members have been consecutively recognized on Barron's Top 1200 Advisors and Forbes Best-In-State Wealth Advisors lists.
Revenue is generated through an asset-based tiered fee schedule on assets under management, supplemented by financial planning and professional service fees, with securities offered through Hightower Securities, LLC (FINRA/SIPC). Client acquisition is driven by advisor reputation, earned media (CNBC, Fox Business, Bloomberg), industry partnerships (Life Sciences Pennsylvania, Philly Bio), whitepaper and content marketing, and referrals from existing HNW clients and professional networks, with the firm operating within a regional Northeast US footprint.
2/13 Strategic Partners firmographics
Firmographics- Name
- 2/13 Strategic Partners
- Legal name
- 2/13 Strategic Partners
- Website
- https://213strategicpartners.com
- Company type
- Private
- Founded year
- 1997
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- 2/13 Strategic Partners is a Wayne, Pennsylvania-based wealth management advisory practice affiliated with Hightower Advisors, serving high-net-worth individuals, business owners, life sciences executives, and multigenerational families with holistic financial planning, investment management, and pre-transaction advisory services on an asset-based fee model.
- Ownership category
- akta.pro rank
2/13 Strategic Partners industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Broker-Dealer Affiliated Wealth Advisory (FSAEABAB)
- akta.pro secondary industries
- Advisory Portfolio Management (Non-Discretionary) (FSAAABAD), Business Owner & Executive Financial Planning (FSAEAAAO)
Keywords
Where 2/13 Strategic Partners is headquartered
LocationHeadquarters
- HQ city
- Wayne
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
2/13 Strategic Partners business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- Advisory/AUM Fees: Fee-based wealth management services with a tiered cost schedule based on asset levels. The firm engages clients using a tiered cost schedule based on asset levels that allows for customized and holistic services. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.
- Financial Planning Services: Custom financial plans revisited and refreshed regularly, with specific tools to address additional planning needs. The firm provides holistic advice on the entirety of clients' financial lives.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Asset-based fee structure with tiered pricing based on assets under management |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels5 records
2/13 Strategic Partners product offering
Product offeringCore offering
2/13 Strategic Partners delivers fee-based wealth management, financial planning, and investment advisory services to high-net-worth individuals, families, business owners, and corporate executives. The firm operates under a five-step Comprehensive Wealth Management Experience (assessment, goal clarification, strategic solution, implementation, and ongoing navigation) and is affiliated with Hightower Advisors, LLC as an SEC-registered investment adviser. Services include portfolio management, equity compensation planning, trust services, private banking, retirement planning, business valuation, and multigenerational wealth transfer.
Product overview
2/13 Strategic Partners is a wealth management and financial advisory firm offering a unified suite of services centered on its Comprehensive Wealth Management Experience—a five-step process encompassing assessment, goal clarification, strategic planning, implementation, and ongoing navigation. The firm's core offerings include the Family Tree Program serving multigenerational families, Life Sciences Executive Network for biotech/pharma executives, and Pre-Transaction Planning for business owners. Supporting these are digital tools including the Well-th View Portal client dashboard, Pontera employer retirement management, and business valuation platforms. The firm also provides specialized services in trust administration, private banking, retirement planning, and the Holistic Evolving Life Planning (H.E.L.P.) program, complemented by educational resources including the LSEN Biotech Bulletin and white papers on retirement readiness, healthcare navigation, and transaction planning mistakes.
Differentiator
Problem solved
Functional benefit
Brands
- Life Sciences Executive Network: A specialized network serving leaders of biotechnology, medical device, and pharmaceutical firms with financial guidance tailored to their industry.
- Family Tree Program
- H.E.L.P. (Holistic Evolving Life Planning)
- Retirement Redzone Process
Products and services
- The Comprehensive Wealth Management Experience A five-step wealth management process encompassing Comprehensive Assessment, Goal Clarifier, Strategic Solution, Implementation Formula, and Path Navigator that guides clients from their current financial state to defined objectives.
- Family Tree Program
- Life Sciences Executive Network
- Multigenerational Families Services
- Business Owners Pre-Transaction Planning
- Pre-Transaction & Equity Compensation Planning
- Trust Services
- Private Banking & Lending Solutions
- Retirement Redzone Process: Healthcare and Social Security
- Holistic Evolving Life Planning (H.E.L.P.)
- Well-th View Portal
- Pontera: Employer Retirement Management
- Next Generation Financial Literacy Program
Quantifiable outcome
- Hundreds of M&A transactions successfully counseled for executives
- +1 more outcomes
Companies that use 2/13 Strategic Partners
Customer profileNamed customers3 records
Segments4 records
Ideal customer profiles4 records
2/13 Strategic Partners technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature6 records
2/13 Strategic Partners partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered core and minor.
- Hightower Advisors, LLCcore2/13 Strategic Partners operates as a team within Hightower Advisors, LLC, a SEC registered investment adviser. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC. The firm joined Hightower in 2013. Hightower provides back-office infrastructure, compliance, technology platforms, and brand affiliation while the team maintains autonomous client relationships and investment approach.
- Life Sciences PennsylvaniacoreThe firm is a partner and member of Life Sciences Pennsylvania. Team members host regular educational briefings, conference calls, and webinars to help keep life sciences clients informed of marketplace trends. The firm sponsors quarterly lunch briefings and peer-to-peer breakfasts for life sciences executives. Also provides access to quality, institutional research on the industry.
- Philly BiocoreThe firm proudly supports Philly Bio, a life sciences industry organization in the Philadelphia region. This partnership provides networking opportunities and industry intelligence for serving life sciences executives and their companies.
- UCSC Sarian Science CenterminorThe firm supports the UCSC Sarian Science Center, demonstrating commitment to education and research in the sciences.
Scale indicators5 records
Recent moves5 records
Expansion highlights5 records
2/13 Strategic Partners competitors and assessment
Company assessmentBroad incumbents
- Creative Planning: Creative Planning is a large independent RIA offering comprehensive wealth management, financial planning, and investment advisory services to HNW individuals and families. Comparable in service breadth and target client segment, with a similar focus on holistic financial planning and specialized client niches.
- Hightower Advisors: Hightower Advisors is the SEC-registered RIA platform under which 2/13 Strategic Partners operates. It is the parent organization and provides the technology, compliance, and broker-dealer infrastructure that the practice runs on, while also competing for the same HNW client pool through its own affiliated practices.
- Focus Financial Partners: Focus Financial Partners is a partnership of independent RIAs and wealth management firms serving HNW and UHNW clients. Its affiliate model and concentration in fiduciary wealth advisory are directly analogous to Hightower's model that 2/13 operates within.
- Edelman Financial Engines: Edelman Financial Engines is a large independent RIA serving HNW individuals and families with comprehensive wealth management, financial planning, and investment advisory services. Comparable in scale and target client segment, though it also has a strong mass-affluent digital advisory arm.
- Goldman Sachs Personal Financial Management: Goldman Sachs Personal Financial Management (PFM) provides wealth management and financial planning services to HNW individuals and business owners. Comparable in serving clients with complex needs around equity compensation, liquidity events, and multigenerational planning.
- Carson Group: Carson Group is a wealth management firm and partner platform serving financial advisors and their clients. It offers investment advisory, financial planning, and business coaching services to advisor teams, paralleling Hightower's role as a platform provider for 2/13.
Direct peers
- Aspiriant: Aspiriant is an independent, fee-only RIA providing wealth management and financial planning services to HNW individuals and families, with a strong emphasis on goal-based planning and life-stage advisory. Closely comparable in service philosophy and target client segment to 2/13.
- Mercer Advisors: Mercer Advisors is a national RIA specializing in wealth management, financial planning, and tax services for HNW individuals and families. Its service model, target client base, and emphasis on comprehensive planning closely match 2/13's offering.
- Sequoia Financial Group: Sequoia Financial Group is a fee-only RIA offering wealth management, financial planning, and tax services to HNW clients. Its target market and service model align with 2/13's boutique wealth management practice, with overlapping geographic focus and similar client profiles.
- Mariner Wealth Advisors: Mariner is a large national RIA built largely through an affiliate-partner model that mirrors Hightower's structure. Its affiliated practices offer high-net-worth wealth management, financial planning, and investment advisory services with similar centralized back-office and boutique-client-facing relationships, making it the closest direct comparable to 2/13.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
2/13 Strategic Partners social profiles
Digital presence2/13 Strategic Partners financial estimates
Financial estimateRevenue estimate
Valuation estimate
2/13 Strategic Partners leadership team
Management profileNumber of profiles
Profiles17 records
2/13 Strategic Partners funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
2/13 Strategic Partners M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about 2/13 Strategic Partners
What does 2/13 Strategic Partners do?
2/13 Strategic Partners delivers fee-based wealth management, financial planning, and investment advisory services to high-net-worth individuals, families, business owners, and corporate executives. The firm operates under a five-step Comprehensive Wealth Management Experience (assessment, goal clarification, strategic solution, implementation, and ongoing navigation) and is affiliated with Hightower Advisors, LLC as an SEC-registered investment adviser. Services include portfolio management, equity compensation planning, trust services, private banking, retirement planning, business valuation, and multigenerational wealth transfer.
Is 2/13 Strategic Partners a public or private company?
2/13 Strategic Partners is a private company. It is classified as corporate owned and is currently operating.
When was 2/13 Strategic Partners founded?
2/13 Strategic Partners was founded in 1997. It employs 11 to 50 people.
Where is 2/13 Strategic Partners based?
2/13 Strategic Partners is headquartered in Wayne, United States, in the North America region.
How does 2/13 Strategic Partners make money?
Two revenue lines are on record. Advisory/AUM Fees are the primary driver. The others are financial Planning Services.
Who are 2/13 Strategic Partners's main competitors?
Broad incumbents on record are Creative Planning, Hightower Advisors, Focus Financial Partners, Edelman Financial Engines, Goldman Sachs Personal Financial Management and Carson Group. Direct peers are Aspiriant, Mercer Advisors, Sequoia Financial Group and Mariner Wealth Advisors.
Does 2/13 Strategic Partners have an API?
No public API is recorded for 2/13 Strategic Partners.
What industry is 2/13 Strategic Partners in?
2/13 Strategic Partners's product category is Wealth Management. Its primary akta.pro industry code is FSAEABAB, Broker-Dealer Affiliated Wealth Advisory, with a secondary code of FSAAABAD, Advisory Portfolio Management (Non-Discretionary). Its NAICS code is 523940 and its SIC code is 6282.