A complete list of active advisors currently associated with Strive Retirement Group

Warmer can help you find a great advisor at Strive Retirement Group or one who fits your needs even better.

Strive Retirement Group provides portfolio management, pension consulting (including 401(k) plan services), and financial planning to individuals, high‑net‑worth clients, and pension/profit‑sharing plans. The firm is a small team of three advisors serving a limited client base (14 clients) and reports approximately $6.08 million in assets under management. SRG documents client objectives in an Investment Policy Statement and uses fundamental analysis and modern portfolio theory to guide recommendations, employing both long‑ and short‑term trading strategies as appropriate. The firm operates on a primarily non‑discretionary basis, trading only after discussion and client approval, and may refer portions of client assets to third‑party advisers while monitoring those relationships. What is distinctive is that SRG reports all advisory assets as non‑discretionary (no discretionary AUM), a practice that is relatively uncommon among peers and means clients retain direct control over trade approvals and proxy voting. The brochure also notes the firm’s recent formation and regulatory changes (formation in 2023, registration activity including deregistration from the SEC), and its pension consulting offerings that include fixed and hourly engagement options as well as written plan deliverables.

To learn more about the advisors currently working at Strive Retirement 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.