Broker Check

ETHOS Strategic Partners is seen by our clients not just as knowledgeable professionals, but as caring, real people they can connect with and count on. There is a comfort they feel in having someone they can trust.

Personal Values & Qualities

What our clients say we do is bring understanding, a personal approach, and a willingness to take all the time needed in the financial process. We are focused on our ongoing relationship with you and helping you be more secure financially. We take the time to know and understand you, communicate openly and honestly, and explain things clearly so you can feel empowered and confident in your choices.
We are always willing to re-explain things to make sure we are on the same page and present all of your options, not just one path. The real benefit of this process is the comfort you can feel in asking for help and not having to make important financial and wealth management decisions on your own. We bring you knowledgeable, appropriate strategies for where you are, and are always accommodating in terms of our time and effort.

Our team name “ETHOS” stands for Empowering Through Holistic Opportunities and Strategies. Our team is defined by this mission. The name embodies the beliefs and ideals by which we live and it reflects the fundamental spirit of how we strive to deliver a unique value promise to our clients every day.

ETHOS Strategic Partners was founded by Robert Vona, AIF® and Samantha Steer, CDFA®. Our founders are continually building upon their original mission through the expansion of our team and its resources.


Robert P. Vona, AIF®

Direct of Wealth Management

Samantha S. Steer, CDFA®

Senior Financial Advisor

Timothy M. Monahan

Financial Advisor

Andrea McGrath, CDFA®, CFP®

Financial Advisor

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