STRATEGIC FINANCIAL

Overview

Strategic Financial operates as an independent registered investment adviser under individual ownership, positioning itself as a fee-for-service financial planning firm rather than a traditional AUM-centric wealth manager. The firm charges hourly and fixed fees, which suggests its core business is advisory and planning engagements rather than discretionary asset management. Client types include individuals, families and some institutional relationships. Strategic Financial is not a capital allocator running pooled vehicles; instead, it sources external managers and implementable products to execute client strategies. The firm does not identify as an active ESG investor and is not structured as a multi-state adviser, which implies a regional focus. Advisory activity centers on comprehensive financial planning rather than retained pension consulting or running third-party advisory platforms.

Assets & Accounts

Investments & Alternatives

Location & Offices