A complete list of active advisors currently associated with Strivent Financial

Warmer can help you find a great advisor at Strivent Financial or one who fits your needs even better.

Strivent Financial provides investment management and a range of financial planning services to individual and high-net-worth clients and also advises employer-sponsored retirement plans. The firm offers ongoing portfolio management, comprehensive and project-based financial planning, hourly consultations, and employee benefit plan services. The firm’s investment approach emphasizes passive portfolio construction using index mutual funds and ETFs, supplemented by fundamental analysis and client-specific investment policy statements. Individual accounts are typically managed on a discretionary basis and the firm bundles planning with management (including certain held-away assets), while retirement plan work is performed on a non-discretionary advisory basis. Compared with many solo independent advisers, Strivent accepts pension and profit-sharing plan clients and provides pension consulting, charging plan-level fees (up to 0.70% of plan assets billed quarterly in advance) and advising on plan structure and participant education. The firm also offers educational seminars and public speaking engagements—sometimes pro-bono or fee-based—an activity that is uncommon among peers of its size.

To learn more about the advisors currently working at Strivent Financial, 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.