A complete list of active advisors currently associated with Strategy Financial Group
Warmer can help you find a great advisor at Strategy Financial Group or one who fits your needs even better.
Strategy Financial Group serves individuals (including high-net-worth clients), pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations with discretionary investment management and financial consulting, including retirement, estate, tax and insurance planning. The ten-advisor team manages roughly $367 million for about 1,051 clients and provides certain eligible clients access to complimentary tax-preparation services through an unaffiliated third-party provider. The firm emphasizes conservative, income-focused investing and downside risk management, building diversified, multi-asset model portfolios through third‑party sub‑advisors on the AE Wealth platform and generally managing accounts on a discretionary basis with a multi-year (3–5 year) time horizon. Strategy Financial uses a mix of tactical and strategic solutions, including Direct Indexing models (with account minimums and per-account charges), occasional allocations to crypto-focused ETFs (typically modest, e.g., 5–10% where appropriate), and recommendations of annuities, private placements or DSTs when suitable. What distinguishes the firm from many peers is its marketing and client-education footprint: it discloses predecessor and hypothetical performance, publishes periodicals/newsletters, uses endorsements in advertising, and conducts educational seminars and workshops. The firm also maintains an affiliated insurance agency and referral relationships with insurance marketing organizations, and it relies on AE Wealth for sub-advisory, operational and custodial arrangements — features the brochure discloses as creating potential conflicts of interest that the firm seeks to manage.
To learn more about the advisors currently working at Strategy Financial Group, 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.
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