Mount Laurel, NJ Office
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Strategic Financial
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Firm-wide stats for Strategic Financial
About
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.
Based on Strategic Financial
Location
1300 Rte 73, Suite 110
Mount Laurel NJ 08054
Advisors at this office
2
Advisors at this office
Andrew L
CFP®, Series 63
Mount Laurel, NJ
Strategic Financial
Andrew Leithe is a CFP® with 14 years of experience in the financial services industry, currently serving as CEO and President of Strategic Financial Advisors Corporation. He has held roles at OSAIC since 2023 and Strategic Financial since 2016. Outside of his advisory work, Leithe is co-treasurer of the Rumson PTO. Strategic Financial provides comprehensive and modular financial planning for individuals, trusts, estates, plans, corporations, and business owners. The firm emphasizes planning and advice without managing client portfolios or charging AUM-based fees, using a fixed-price and hourly billing model and offering a business-owner and specialty planning focus.
Victor T
ChFC®, Series 63
Mount Laurel, NJ
Strategic Financial
Victor Tedesco is a ChFC® credentialed advisor with 44 years of industry experience, currently serving at Strategic Financial. He has been affiliated with Strategic Financial Advisors Corporation since 1987 and FSC Securities Corporation from 1987 to 2023. He also maintains ownership of a sole proprietorship focused on the sale of life insurance, long-term care, disability, and fixed annuity products. Strategic Financial serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and business owners, providing modular financial planning services that emphasize advice and planning rather than discretionary management. The firm uses a fixed-price and hourly billing model and offers a breadth of planning services including tax, retirement, estate, and business continuity planning.
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