A complete list of active advisors currently associated with Strong Retirement Solutions

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

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.

To learn more about the advisors currently working at Strong Retirement Solutions, 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.