A complete list of active advisors currently associated with Strategic Financial Services
Warmer can help you find a great advisor at Strategic Financial Services or one who fits your needs even better.
Strategic Financial Services advises individuals and families (including high-net-worth clients), institutions, corporations, and employer-sponsored retirement plans, offering wealth management, institutional portfolio management, and retirement-plan advisory services. The firm operates distinct client programs (Core and Blue) and provides fiduciary consulting, participant education, and various planning services tailored to each client type. Investment management is largely model-based and typically delivered on a discretionary basis, with the firm allowing case-by-case customization and investment restrictions when requested. Strategic integrates tax-aware planning and coordinates with outside professionals, and its retirement practice includes 3(38) and 3(21) services, participant-level advice, and a closed pooled-employer plan engagement. The firm’s brochure discloses several features that differ from many multi-team peers: a related person who practices law in a limited, approved capacity, the use of hypothetical performance scenarios in its marketing, and the inclusion of client testimonials in advertising. It also documents partnerships (for example, with DPL Financial Partners for annuity solutions) and a workplace program that can provide complimentary one-time financial planning to selected plan participants, all of which affect how Strategic presents services and potential conflicts of interest.
To learn more about the advisors currently working at Strategic Financial Services, 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.
You can also browse Strategic Financial Services's office locations.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)