STRATEGIC FINANCIAL GROUP

Overview

Strategic Financial Group is a small, independent registered investment adviser operating as a sole proprietorship and serving individual and family clients. The firm’s advisory activity centers on financial planning delivered on an hourly or fixed‑fee basis. In addition to advisory services, the firm maintains roles as a registered representative of a broker‑dealer and as an insurance broker, so client relationships often combine planning, brokerage placements and insurance solutions rather than traditional discretionary asset management. Investment approach emphasizes outsourcing: the firm places core exposures into pooled vehicles such as mutual funds and uses external managers for alternative strategies. Strategic Financial Group is not positioned as a capital allocator or fund sponsor; it routes client capital to third‑party managers rather than operating its own alternative funds. The firm does not identify as an active ESG investor and is structured to serve a limited, primarily local client base.

Assets & Accounts

Investments & Alternatives

Location & Offices