A complete list of active advisors currently associated with Strategic Finance Inc.

Warmer can help you find a great advisor at Strategic Finance Inc. or one who fits your needs even better.

Strategic Finance Inc. provides discretionary investment management and financial consulting to individuals and high‑net‑worth clients, including managed account programs and one‑time financial plans. The firm manages approximately $3.7 million across eight client accounts and also advises on held‑away assets such as annuities, real estate, and insurance policies. Portfolios are tailored to client objectives using asset allocation and a proprietary three‑factor investment strategy that targets market (beta), value, and momentum exposures. Depending on client suitability and the managed account program, the firm’s strategies may include options and other derivatives and can involve leveraged allocations consistent with client risk profiles. Noteworthy for a firm of its size, SFI discloses the potential use of borrowing and derivatives within separately managed accounts and maintains limited custody via standing letters of authorization for five clients totaling about $975,418. The firm also embeds consulting and one‑time financial planning within its advisory services and documents its use of third‑party service providers with artificial intelligence components as part of its operational controls.

To learn more about the advisors currently working at Strategic Finance 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.

Name	Location	Years of experience
Ted Taplett	Clackamas, OR	2

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