A complete list of active advisors currently associated with Strauss Financial Group
Warmer can help you find a great advisor at Strauss Financial Group or one who fits your needs even better.
Strauss Financial Group provides fee‑based wealth management, financial planning, investment management, retirement plan advisory, and estate and family services to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, and business entities. The firm manages discretionary portfolios and offers both modular and comprehensive planning engagements, as well as targeted services such as retirement plan rollovers and executor support for decedents’ estates. The firm’s investment process is overseen by an internal investment committee that combines macroeconomic analysis with both fundamental and quantitative research, and it implements diversified allocations across equities, fixed income, ETFs, real assets, alternatives and selectively recommended private equity and options strategies. Portfolios are actively rebalanced and tailored through custom asset management programs, and the firm supplements its workflow with supervised AI tools for tasks such as real‑time note taking and preliminary data analysis. Compared with many peers, SFG is notable for its affiliation with an accounting and tax services entity that can provide integrated tax and bookkeeping support (billed separately), and for offering digital estate‑planning tools alongside traditional estate and executor services. The firm manages about $276 million in discretionary assets for roughly 212 clients with a small advisory team, maintains arrangements to recommend third‑party retirement administrators, and has documented succession procedures and outside professional resources to support business continuity.
To learn more about the advisors currently working at Strauss 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.
Name |
Location |
Years of experience |
|---|---|---|
Hoover, AL
| 2
| |
Hoover, AL
| 17
| |
Hoover, AL
| 17
| |
Hoover, AL
| 12
|
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