A complete list of active advisors currently associated with Certified Financial Strategies Corporation

Warmer can help you find a great advisor at Certified Financial Strategies Corporation or one who fits your needs even better.

Certified Financial Strategies Corporation provides investment advisory and financial planning services to individuals, high‑net‑worth clients, and corporate or business entities. Offerings include ongoing asset management (both discretionary and non‑discretionary), comprehensive and snapshot financial plans, and special project consulting such as periodic portfolio reviews and tax planning support. The firm constructs portfolios using a combination of strategic and tactical asset allocation with both passive and active vehicles (ETFs, mutual funds, individual equities, and fixed income) and employs fundamental and technical analysis. CFS manages accounts on both discretionary and non‑discretionary bases and reports $114,542,999 in discretionary assets and $29,843,628 in non‑discretionary assets as of August 25, 2026, with non‑discretionary mandates requiring client approval before each trade. Distinctive operational features noted in the brochure include employees who provide tax preparation services as Enrolled Agents—a disclosed outside business activity that the firm identifies as a potential conflict and says it mitigates through disclosure and fiduciary procedures. The firm’s planning work explicitly covers charitable giving and fringe‑benefits/retirement issues, requires the use of Charles Schwab as custodian, and does not vote client proxies (clients receive and vote their own proxy materials).

To learn more about the advisors currently working at Certified Financial Strategies Corporation, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.