About Us

Stratton Oakmont, Inc. is a client-focused and results driven investment firm that provides a multitude of financial services while maintaining the highest legal and ethical standards. Our mission is to maximize portfolio value, cater to the individual needs of each client and explain our strategies in a manner that instills confidence in our services. We offer underwriting services, both debt and equity, trading and related services, corporate finance services and other financial advisory and consultancy services.

Here at Stratton Oakmont, we recognize the stress and uncertainty of investing in such a volatile marketplace. We aim to mitigate these feelings for small business owners, individual investors and startups in the Southeast; however, we believe that in time we will grow to accommodate the needs of top corporate executives and blue-chip companies. As new entrants to the industry, our highly trained staff strives to regain the trust that the big banks on Wall Street lost. What makes Stratton Oakmont so unique is that our philosophy revolves around collaboration, openness and synergy, both internally and with our clients – your success is our success!

Stratton Oakmont is optimistic in our goal of becoming the leading firm in the Southeast within 7 years of operation, and plan to announce our IPO within the first 3 years to turn our growing business into a lucrative venture.

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Join us as we strive to build a better future, together.

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- Henry Underwood, CEO and Founder

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