755 Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
755 Financial is an SEC‑registered investment adviser that offers portfolio management and financial planning to individual and high‑net‑worth clients through discretionary and non‑discretionary managed accounts. Like most supported firms, it charges percentage‑of‑assets advisory fees and provides ongoing investment implementation and consulting.
The firm’s approach is client‑driven, tailoring allocations and strategies to objectives, time horizon and risk tolerance and employing techniques such as asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term purchases as appropriate. 755 encourages use of a recommended custodian with which it has an operational relationship to support trade execution, reporting, and administrative services.
What is distinctive about 755 is its affiliation with related tax, accounting, and insurance businesses: the firm’s ownership structure includes a tax and accounting entity and an insurance entity, and some personnel are licensed insurance agents and mortgage loan originators, arrangements the brochure notes can create commission‑based conflicts of interest. The firm is newly established in 2026, currently reports no assets under management or active clients, and states it conducts quarterly account reviews and vendor due diligence as its operations develop.
Client services
Expertise
Fee options
Financial planning fixed fees range from $2,000 to $20,000 per project
Under $250,000 - $249,999: 1.50% $250,000 - $1,000,000: 1.20% $1,000,001 - $3,000,000: 1.00% Over $3,000,000+: 0.90%
Main office
See office330 Creekstone Ridge
Woodstock GA 30188
Advisors at this office
3
Offices (2)
Most active in
Georgia · Illinois
Also doing business as
755 Financial · 755 Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Marvin S
Series 63, Series 65
Woodstock, GA
755 Financial
Marvin Strozier is a financial advisor at 755 Financial with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cambridge Investment Research and Dempsey Lord Smith, LLC. Outside his advisory role, Strozier is involved with insurance agencies and mortgage-related businesses. 755 Financial is an SEC-registered investment adviser that provides portfolio management and financial planning services to individual and high-net-worth clients. The firm employs a client-driven approach, tailoring investment strategies to objectives, time horizon, and risk tolerance, and is affiliated with related tax, accounting, and insurance businesses.
Jacob J
Series 66
Woodstock, GA
755 Financial
Jacob Jones is a financial advisor at 755 Financial with one year of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial and Milliken & Co. Outside of his advisory role, he is involved with 755 Mortgage, providing mortgage and real estate services. 755 Financial is an SEC-registered investment adviser that offers portfolio management and financial planning to individual and high-net-worth clients through discretionary and non-discretionary managed accounts. The firm tailors investment strategies to client objectives and employs various techniques including asset allocation and dollar-cost averaging.
Graham B
Series 66
Woodstock, GA
755 Financial
Graham Bailey is a financial advisor at 755 Financial with eight years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial and Edward Jones. 755 Financial is an SEC-registered investment adviser that provides portfolio management and financial planning to individual and high-net-worth clients through discretionary and non-discretionary accounts. The firm’s client-driven approach tailors strategies to client objectives and risk tolerance and integrates affiliated tax, accounting, and insurance services within its ownership structure.
Samuel F
Series 66
Chicago, IL
755 Financial
Samuel Feldman is a financial advisor at 755 Financial with eight years of industry experience. He holds a Series 66 designation and has worked primarily at Edward Jones before joining 755 Wealth Management LLC in 2026. Outside of finance, he owns Sweetwater Meat and Seed Company, a food review and consulting business based in Chicago. 755 Financial is an SEC-registered investment adviser providing portfolio management and financial planning services to individual and high-net-worth clients. The firm offers client-driven strategies tailored to objectives and risk tolerance and is affiliated with related tax, accounting, and insurance businesses.
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