A complete list of active advisors currently associated with Financial Strategies, Inc.

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

Financial Strategies, Inc. provides discretionary portfolio management, comprehensive financial planning, and standalone investment-management services primarily to individual clients, including high‑net‑worth households. Its Private Client Service coordinates investment portfolios with planning for retirement, estate, insurance, and education objectives. The firm implements client plans through asset‑allocation models, ongoing monitoring, and discretionary trading, and relies on fundamental and cyclical analysis with a long‑term purchase orientation. Reporting includes regular custodial statements and performance reporting specific to managed assets, and the firm assists with account implementation and transfers through approved custodians. Noteworthy aspects of the firm are its roughly $150 million in assets under management overseen by a three‑advisor team across about 200 client relationships, with all reported AUM managed on a discretionary basis. The firm participates in Schwab’s institutional program (receiving certain third‑party benefits), uses standing letters of authorization that create constructive custody for third‑party money movement, and generally does not vote client proxies — features prospective clients may want to consider alongside standard custody and fee disclosures.

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