CERTIFIED FINANCIAL STRATEGIES CORPORATION

Overview

Certified Financial Strategies Corporation is an independent registered investment adviser that provides financial planning and portfolio management primarily for individuals, families and small businesses. The firm also lists accounting among its business activities, which suggests integrated tax and record-keeping capabilities alongside advisory work. Fee arrangements include percentage-of-AUM billing plus hourly and fixed-fee options, giving flexibility for both ongoing advisory relationships and project-based engagements. Investment preferences skew toward public equities: exchange-traded securities are the dominant allocation, and the firm is not active in ESG-labeled investing. It is not a capital allocator and does not act as a pension consultant. Client types include both high-net-worth individuals/families and select institutional relationships, and the adviser performs both discretionary and non-discretionary portfolio management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices