A complete list of active advisors currently associated with Strategic Investment Advisors, Inc.

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

The firm provides fee‑only investment management to individuals, their grantor trusts, Individual Retirement Accounts, and minor custodial accounts, managing roughly $74.3 million across about 64 client relationships with two advisors. It does not sell commissioned products and describes clients as retaining final authority while the firm implements portfolio designs built from institutional asset‑class funds. Strategic Investment Advisors follows a long‑term, passive asset‑allocation approach using Dimensional Fund Advisors (DFA) funds and money market holdings for liquidity, with discretionary trading under a limited power of attorney and periodic rebalancing. Accounts are custodied at Charles Schwab Institutional, reviewed at least semi‑annually, and advisory services are billed as a percentage of assets under management. The firm is under common ownership with a certified public accounting practice and its principal holds CPA and Personal Financial Specialist credentials; the affiliated accounting practice frequently provides tax and retirement planning that can lead clients to engage the adviser for investment management, a relationship the brochure discloses as a potential conflict of interest. The firm has also disclosed an asset sale and a planned client transition to another registered adviser with an intended completion in mid‑2026, which may affect the availability and structure of ongoing services.

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