Strategic Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$0
Clients
86
Advisors
3
across 2 offices
About
Strategic Financial serves individuals — including high-net-worth and non‑HNW clients — as well as trusts, estates, pension and profit-sharing plans, corporations, and business owners, providing comprehensive and modular financial planning. Services cover tax and cash‑flow analysis, retirement and estate planning, investment planning, risk management, education funding, and business continuity and consulting for other professionals.
The firm focuses on planning and advice rather than discretionary portfolio management: it does not manage client portfolios, hold custody of client assets, or charge percentage‑of‑AUM fees. Investment research used in planning includes technical analysis, and the firm’s written engagements provide generic implementation guidance while clients may elect to implement recommendations through an affiliated broker‑dealer or other providers; clients may also choose recurring review meetings on a quarterly, semiannual, or annual basis.
Noteworthy distinctions include a fixed‑price and hourly billing model with one‑time and recurring review options instead of AUM‑based billing, and a modular approach that emphasizes business‑owner and specialty planning needs. The small, long‑standing team combines financial‑planning roles with registrations as representatives of Osaic Wealth, Inc. and insurance licenses, a dual affiliation the brochure discloses and which can result in commissions if clients implement recommendations through those channels.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$0 - $500,000: $500,001 - $750,000: $750,001 - $1,000,000: $1,000,001 - $1,500,000: $1,500,001 - $2,500,000: $2,500,001 - $3,500,000: $3,500,001 - $4,500,000: $4,500,001 - $6,000,000: $6,000,001 - $10,000,000:
Commissions received by affiliated individuals for securities and insurance products sales through Osaic Wealth, Inc. and insurance companies.
$300 - $500 per hour, billed in 15 minute increments for consulting services.
Fee-only: Initial and recurring fixed fees by net worth and client category; examples include initial fees from $2,975 to $14,550 and annual fees from $1,300 to $9,457.50 depending on net worth and meetings per year.
Main office
See office1300 Rte 73, Suite 110
Mount Laurel NJ 08054
Advisors at this office
2
Offices (2)
Most active in
Florida · New Jersey · North Carolina · Pennsylvania · Texas
Also doing business as
Strategic Financial · Strategic Financial Advisors Corporation
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Joseph M
CFP®, Series 63
Marlton, NJ
Strategic Financial
Joseph Mcbride is a CFP®-certified financial advisor with 42 years of industry experience. He is currently affiliated with OSAIC and has prior experience at FSC Securities Corporation and Strategic Financial Advisors Corporation, where he has held various financial advisory roles since 1990. In addition to his advisory work, Mcbride operates a sole proprietorship as an insurance producer specializing in life insurance, long-term care, and fixed annuities. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by advanced portfolio management tools and access to multiple custodial platforms.
Andrew L
CFP®, Series 63
Mount Laurel, NJ
Strategic Financial
Andrew Leithe is a CFP® with 14 years of experience in the financial services industry, currently serving as CEO and President of Strategic Financial Advisors Corporation. He has held roles at OSAIC since 2023 and Strategic Financial since 2016. Outside of his advisory work, Leithe is co-treasurer of the Rumson PTO. Strategic Financial provides comprehensive and modular financial planning for individuals, trusts, estates, plans, corporations, and business owners. The firm emphasizes planning and advice without managing client portfolios or charging AUM-based fees, using a fixed-price and hourly billing model and offering a business-owner and specialty planning focus.
Victor T
ChFC®, Series 63
Mount Laurel, NJ
Strategic Financial
Victor Tedesco is a ChFC® credentialed advisor with 44 years of industry experience, currently serving at Strategic Financial. He has been affiliated with Strategic Financial Advisors Corporation since 1987 and FSC Securities Corporation from 1987 to 2023. He also maintains ownership of a sole proprietorship focused on the sale of life insurance, long-term care, disability, and fixed annuity products. Strategic Financial serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and business owners, providing modular financial planning services that emphasize advice and planning rather than discretionary management. The firm uses a fixed-price and hourly billing model and offers a breadth of planning services including tax, retirement, estate, and business continuity planning.
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