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Strong Retirement Solutions

Updated today

Client AUM

$156,528,430

Clients

388

Advisors

6

across 2 offices

About

Strong Retirement Solutions serves individual and high‑net‑worth clients with discretionary portfolio management and financial planning and consulting services, including retirement-oriented planning, estate planning, and recommendations on investment products such as annuities. The firm requires a $500,000 minimum to open and maintain an advisory account.

The firm tailors investment advice to each client’s objectives, time horizon, and risk tolerance and employs a range of strategies — including asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term purchases — to construct and manage portfolios. Strong Retirement Solutions primarily manages assets on a discretionary basis and may recommend SEC‑registered third‑party sub‑advisors for portions of client portfolios while retaining supervisory responsibility and incorporating sub‑advisor fees into its advisory arrangements.

Notable distinctions in the brochure include that the firm is newly formed and SEC‑registered (founded May 2025) yet reported $166.1 million in discretionary AUM as of March 2026, and that some representatives are licensed insurance agents who may offer commissionable products (the brochure indicates up to 30% of their time could be spent on that activity). The firm also discloses the use of service providers that incorporate artificial intelligence and machine‑learning components and describes periodic due diligence to address related data accuracy and security risks.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Annuities Wealth management

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Fee options

Fixed

Fixed fees for financial planning projects ranging from $2,500 to $5,000 per project.

Percentage

Up to 2.00% annually (maximum) - fees are negotiable and based on asset size and complexity

Project-based

$300 - $500 per hour for financial planning services, depending on negotiation.

Other

Account minimum: $500,000 Fee-only: Asset management fees charged quarterly in advance, based on asset size and complexity, with maximum annual fee of 2.00%. Financial planning fees charged as fixed fees ($2,500 to $5,000 per project) or hourly fees ($300 - $500 per hour). Fees are negotiable.

Main office

See office

Bremerton WA

Advisors at this office

2

Most active in

Illinois · Texas · Washington

Also doing business as

Grounded Oaks Capital Management, Inc. · Strong Retirement Solutions · Strong Retirement Solutions LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Kevin P

Series 63, Series 65

Bloomington, IL

Strong Retirement Solutions

Kevin Pummill is a financial advisor with Strong Retirement Solutions in Bloomington, IL, holding Series 63 and Series 65 licenses and having two years of industry experience. His work history includes roles at Bankers Life and American Senior Benefits, where he has been active as an insurance agent focusing on Medicare, long-term care, life insurance, and annuities. Prior to entering finance, he worked in grounds maintenance and education. Strong Retirement Solutions serves individual and high-net-worth clients by providing discretionary portfolio management and financial planning, including retirement and estate planning. The firm customizes investment strategies based on client objectives and risk tolerance, employs a variety of management techniques, and manages assets primarily on a discretionary basis.

Annuities Wealth management
user avatar

Caleb G

Series 65

Bloomington, IL

Strong Retirement Solutions

Caleb Graybeal is a financial advisor at Strong Retirement Solutions with one year of industry experience. He holds a Series 65 designation and has previously worked at American Senior Benefits and State Farm. Outside of his advisory role, he is involved as an insurance broker, agent, and field trainer, specializing in Medicare, long-term care, life insurance, and annuities. Strong Retirement Solutions serves individual and high-net-worth clients with discretionary portfolio management and financial planning services focused on retirement and estate planning. The firm customizes investment strategies based on client objectives and risk tolerance, managing assets primarily on a discretionary basis and occasionally recommending third-party sub-advisors.

Annuities Wealth management
user avatar

Michelle M

Series 63, Series 65

Bremerton, WA

Strong Retirement Solutions

Michelle Moyer is a financial advisor at Strong Retirement Solutions with Series 63 and Series 65 credentials and four years of industry experience. She has worked at MassMutual Investors Services, Commonwealth Financial Network, and Kitsap Bank. Outside of advising, she is the owner of Adept Wealth Management LLC, a marketing and bookkeeping business, and volunteers at Grace Point Kitsap church. Strong Retirement Solutions serves individual and high-net-worth clients with discretionary portfolio management and financial planning, focusing on retirement, estate planning, and investment product recommendations. The firm customizes investment strategies based on client objectives and manages assets primarily on a discretionary basis, utilizing a range of approaches including sub-advisors while maintaining supervisory responsibility.

Annuities Wealth management
user avatar

Jeffrey A

Series 63, Series 65

Bloomington, IL

Strong Retirement Solutions

Jeffrey Augspurger is a financial advisor with Strong Retirement Solutions in Bloomington, IL, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has previously worked at Nepsis, Inc. for nine years and is the sole member of Augspurger, LLC. Outside of his advisory work, he is the owner of Augspurger Farms, an agricultural business, and a silent partner in a bitcoin mining company. Strong Retirement Solutions serves individual and high-net-worth clients with discretionary portfolio management and financial planning focused on retirement and estate planning. The firm customizes investment strategies based on client objectives and risk tolerance, managing assets primarily on a discretionary basis while incorporating third-party sub-advisors as needed.

Annuities Wealth management
user avatar

Matthew A

Series 66

Bremerton, WA

Strong Retirement Solutions

Matthew Augspurger is a financial advisor at Strong Retirement Solutions with 18 years of industry experience. He holds a Series 66 designation and has worked at multiple firms, including Grounded Oaks Capital Management and Nepsis, Inc. Outside of his advisory roles, he is a minority owner of Grounded Oaks Capital Management, which provides financial services and insurance products. Strong Retirement Solutions serves individual and high-net-worth clients with discretionary portfolio management and financial planning, specializing in retirement and estate planning. The firm customizes investment strategies to client objectives and primarily manages assets on a discretionary basis, sometimes using SEC-registered third-party sub-advisors.

Annuities Wealth management
user avatar

Jason S

Series 65

Bloomington, IL

Strong Retirement Solutions

Jason Strough is a financial advisor with Strong Retirement Solutions in Bloomington, IL, holding a Series 65 credential and five years of industry experience. His prior roles include positions at Nepsis, Inc., Mutual of Omaha Investor Services, and Edelman Inc. He is also licensed as an insurance agent, offering life, disability, and health insurance products. Strong Retirement Solutions serves individual and high-net-worth clients with discretionary portfolio management and financial planning services, focusing on retirement and estate planning. The firm uses tailored investment strategies and may employ third-party sub-advisors while maintaining supervisory responsibility.

Annuities Wealth management
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