A complete list of active advisors currently associated with Strategic Financial LLC

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

Strategic Financial LLC provides investment advisory and financial planning services to individuals and high‑net‑worth individuals. Offerings include discretionary portfolio management, written investment strategies, and consulting on risk assessment, estate planning, and financial decision‑making, with no stated account minimum. The firm tailors portfolios to clients’ objectives and risk tolerances using asset allocation, dollar‑cost averaging, technical analysis, and a mix of long‑ and short‑term purchase strategies, and charges fees based on a percentage of assets under management. It may engage third‑party sub‑advisors to manage all or portions of client assets, supervises those relationships, and performs at least quarterly account reviews. Distinctive aspects include the principal’s control of affiliated law and accounting/tax practices and licensure as an insurance agent, relationships the brochure discloses can create compensated referrals and potential conflicts of interest; the firm notes the principal spends a substantial portion of time on those other businesses. The firm is newly formed with no assets under management to date and plans to combine oversight of sub‑advisors and custodial relationships — features that are uncommon among similarly categorized independent advisers.

To learn more about the advisors currently working at Strategic Financial LLC, 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
Brett Sheedy	Birmingham, AL	0

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