A complete list of active advisors currently associated with Strategic Financial Group, L.L.C.

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

Strategic Financial Group, L.L.C. provides advisory services primarily to individual and high‑net‑worth clients, offering ongoing discretionary portfolio management as well as financial planning and consulting. The firm also refers portions of client assets to third‑party managers and platforms, including Orion Portfolio Solutions and Nationwide Advisory Solutions, when it deems that appropriate for a client’s objectives. SFG documents client goals and risk tolerance in an Investment Policy Statement and typically manages accounts under discretionary authority, using a mix of fundamental analysis, modern portfolio theory and technical analysis with both long‑ and short‑term strategies. Portfolios are built from mutual funds, equities, fixed income, real‑estate funds, annuities, ETFs (including precious‑metal ETFs) and selected non‑U.S. securities. Distinctive aspects noted in the brochure include a proprietary seven‑pillar planning process called the Sequential FORMula and the firm’s practice of directing clients to outside managers while charging its standard advisory fee in addition to any third‑party manager fees. The firm’s representatives are also independent licensed insurance agents who may offer commissionable insurance products, and SFG maintains custody and execution relationships through Schwab Institutional.

To learn more about the advisors currently working at Strategic Financial Group, L.L.C., 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.