A complete list of active advisors currently associated with Strategic Financial Planning, Inc.

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

Strategic Financial Planning, Inc. advises individuals (including high‑net‑worth clients), retirement and profit‑sharing plans, charitable organizations, and business entities on personal wealth matters. Its services, as described in the brochure, include financial planning, discretionary portfolio management, cash‑flow analysis, investment management evaluation and retirement plan consulting, with $220,634,704 in client assets managed on a discretionary basis across client accounts. The firm describes an asset‑allocation approach that primarily uses exchange‑traded funds and mutual funds and employs both fundamental and technical analysis with long‑ and short‑term purchase strategies. Clients typically receive an initial financial plan and then may engage SFP for ongoing wealth management and quarterly portfolio reviews, with custodial statements provided at least quarterly. Noteworthy details in the brochure include that the firm is privately owned by its president and discloses an affiliated business, Complete Health & Wellness, for which recommendations could present a conflict of interest. The brochure also states the firm hosts educational programs and lists its website and SEC adviserinfo references, indicating it communicates third‑party information and ratings in its public materials.

To learn more about the advisors currently working at Strategic Financial Planning, 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.