A complete list of active advisors currently associated with Strategic Financial

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

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.

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