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 investment management and financial planning to individuals, trusts, estates, charities, retirement plans and businesses, and manages about $19.4 million in client assets for a small number of clients. The firm also offers income tax return preparation through an affiliated tax services entity; clients are not required to use that affiliate but discounted rates are available to investment management clients. The firm implements a Core+Satellite investment approach that blends passive core holdings (low‑cost index funds and ETFs) with selected active managers and individual securities across equities, fixed income and government instruments. Most client accounts are managed on a non‑discretionary basis, so the firm makes tailored recommendations but obtains client approval before executing trades, and it includes financial planning at no additional charge for investment management clients. Noteworthy features include the formal affiliation with an accounting/tax preparation firm and the principal’s professional credentials (including CPA and CFP), with a significant portion of the principal’s time and revenue devoted to tax services — a coordination of tax and investment advice that is uncommon among peers. The firm operates as a small, single‑advisor practice, uses a third‑party custodial/execution platform, and does not vote proxies on clients’ behalf, leaving those corporate action decisions to clients.

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.