A complete list of active advisors currently associated with Financial Strategies Group

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

Financial Strategies Group (Classic Asset Management, LLC) provides advisory services to individuals (including high-net‑worth clients), as well as pension and profit‑sharing plans, trusts, estates, charitable organizations and other business entities. The firm offers discretionary portfolio management, both broad-based and modular financial planning, and retirement‑plan consulting, and may refer clients to unaffiliated third‑party retirement advisers. The firm implements advice primarily through firm-developed model portfolios and relies substantially on Modern Portfolio Theory, employing a mix of analytical approaches (fundamental, technical, charting and cyclical analysis) and focusing on mutual funds and ETFs. It provides ongoing discretionary management with periodic reviews and disallows client investment in leveraged or inverse “non‑traditional” funds as a stated policy. Distinctive disclosures include a May 2023 SEC administrative order related to the firm’s prior use of leveraged ETFs (including remedial measures and monetary sanctions) and a settled arbitration claim in 2024, both of which are reported in the Form ADV. The firm’s business model also includes associated persons who are registered representatives of a broker‑dealer and licensed insurance agents (earning separate commissions), fee‑sharing arrangements when recommending third‑party advisers, use of the OneAscent platform (with platform fees that vary by AUM placed on the platform), and a routine requirement that clients direct brokerage to selected custodians — relationships the firm discloses as potential conflicts that may affect execution or product recommendations.

To learn more about the advisors currently working at Financial Strategies Group, 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.