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 serves individuals (including high-net-worth clients), pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, providing discretionary investment management and separate financial consulting services; the firm manages roughly $367 million on behalf of its client base and operates with a multi-advisor team. It offers portfolio management built around written Investment Advisory Agreements and also delivers hourly financial consulting engagements for clients who seek targeted advice. The firm describes a conservative, income- and risk-focused investment philosophy implemented primarily through third‑party sub-advisors on the AE Wealth platform, using diversified multi-asset models and tactical allocations. Strategy Financial also integrates a range of less-common solutions for suitable clients — including limited allocations (typically 5–10%) to crypto-focused ETFs, access to private placements and Delaware Statutory Trusts (DSTs) via platform managers, and AE Wealth Direct Indexing models (with per-account minimums and additional flat fees) — and routinely considers fixed annuities as non‑securities recommendations. What distinguishes the firm from many peers is the breadth of its client communications and marketing activities disclosed in its brochure: it uses AE Wealth‑provided marketing materials and related support from Advisors Excel, and the firm discloses the use of predecessor and hypothetical performance presentations, periodic client communications (newsletters/periodicals), endorsements in advertising, and educational seminars or workshops. The brochure also highlights operational and compensation arrangements that depart from many small teams — including an affiliated insurance agency and the firm’s practice of negotiating and retaining sub‑advisor fee arrangements through the AE Wealth relationship — which the firm discloses as potential conflicts of interest.

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.