Streamline Financial Strategies Ltd
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About
Streamline Financial Strategies LTD is a state-registered investment adviser that provides investment advisory and portfolio management services to individuals and high net worth individuals. The firm offers managed accounts (including discretionary programs), may recommend third‑party sub‑advisors and wrap‑fee programs, and charges percentage‑of‑assets‑under‑management advisory fees.
The adviser tailors recommendations to each client’s objectives, time horizon, and risk tolerance and uses methods such as strategic asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term trading. Clients receive a one‑time financial plan, quarterly account reviews, and are advised to consult tax professionals because the firm notes its strategies can carry significant tax implications.
Noteworthy aspects disclosed in the brochure include an affiliation with insurance activities: certain representatives are licensed insurance agents and the firm’s owner operates an insurance agency and a tax business, with up to 30% of representatives’ time devoted to insurance work — a practice the firm identifies as a potential conflict of interest. The firm also manages a relatively small asset base (approximately $1.2 million as of December 31, 2025), recommends a primary custodian relationship with Charles Schwab, and states it may pay sub‑advisor fees when engaging third‑party managers.
Client services
Expertise
Fee options
$0 - $499,999: 1.25% annually $500,000 - $1,499,999: 1.00% annually $1,500,000+: 0.75% annually
Main office
108 East Highland Avenue
Ada OH 45810
Advisors at this office
2
Most active in
Ohio
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Zachary D
Series 65
Ada, OH
Streamline Financial Strategies Ltd
Zachary Donley is a Series 65-licensed financial advisor with one year of experience at Streamline Financial Strategies Ltd. He has prior experience as a self-employed professional and has worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company. Streamline Financial Strategies Ltd provides investment advisory and portfolio management services to individuals and high net worth clients. The firm customizes recommendations based on clients’ objectives and risk tolerance, employing strategies such as strategic asset allocation, dollar-cost averaging, technical analysis, and both long- and short-term trading.
Brynn T
Series 65
Ada, OH
Streamline Financial Strategies Ltd
Brynn Thompson is a financial advisor at Streamline Financial Strategies Ltd with one year of industry experience. She holds a Series 65 designation and has prior work experience at Streamline Insurance Solutions and AE Curbside. Thompson also works as a licensed insurance agent, dedicating a portion of her time to insurance sales. Streamline Financial Strategies Ltd is a state-registered investment adviser serving individuals and high net worth clients. The firm offers managed accounts with tailored investment recommendations based on client objectives and risk tolerance, utilizing strategies such as strategic asset allocation and technical analysis.
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