Strong Financial Services
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides financial planning, retirement planning, and investment advisory services to individuals, charitable organizations, foundations, corporations, and other businesses, and it recommends third‑party managed platforms in addition to providing portfolio management for individual clients. It offers both financial planning/consulting and investment management services and typically charges advisory fees based on assets under management.
Its investment process combines a top‑down review of economic and market conditions with fundamental analysis (and occasional technical analysis), using asset allocation, diversification, and a mix of long‑term and shorter‑term trading strategies; the firm also recommends and monitors third‑party managers and performs ongoing rebalancing. The brochure notes the firm provides advice on roughly $5.9 million in client assets on a non‑continuous basis and describes both discretionary and non‑discretionary arrangements, with third‑party platforms typically granted discretionary authority.
Noteworthy distinctions include disclosed personal disciplinary history for the firm’s principal (a civil judgment related to a real estate matter and a prior personal bankruptcy) and an affiliation with insurance agencies owned by the principal; the brochure discloses that the principal may spend substantial time selling insurance products and receives separate insurance commissions, which the firm identifies as a potential conflict of interest. The firm is a single‑advisor practice with about 52 clients and a $100,000 minimum relationship size, suggesting it does not primarily serve very high‑net‑worth households and operates a non‑continuous, advisor‑focused model that differs from many larger supported firms.
Client services
Expertise
Fee options
Fixed fees for financial planning and consultation services up to $5,000 per year
$50,000 - $100,000: 2.0% annually $100,001 - $300,000: 1.65% annually $300,001 - $500,000: 1.50% annually $500,001 - $1,000,000: 1.20% annually $1,000,001+: 1.00% annually
$200 per hour (minimum 1 hour) for financial planning and consultation services
Account minimum: $100,000 Fee-only: Financial planning and consultation fees: fixed fees up to $5,000 per year; hourly fees $200 per hour (minimum 1 hour); fees negotiable and agreed in advance
Main office
3905 Vincennes Road, Suite 505
Indianapolis IN 46268
Advisors at this office
1
Most active in
Indiana
Also doing business as
Strong Financial Services · Strong Financial Services Corporation
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
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