STRATEGIC FINANCIAL INC.

Overview

Strategic Financial Inc. is an independent registered investment adviser owned by an individual and focused on serving individuals and families, with portfolio management and financial planning for individuals and small businesses. The firm operates a mixed fee model — charging a percentage of assets under management while also offering hourly and fixed-fee engagements — which supports both ongoing portfolio relationships and stand‑alone planning work. Strategic Financial Inc. is not positioned as a multi-state adviser, not a pension consultant, and does not act as a capital allocator; instead it places client capital with third‑party managers when alternative exposures are needed. Investment activity centers on equity exposure delivered primarily through exchange‑traded instruments, supplemented by mutual funds and insurance products. The adviser does not emphasize ESG integration. Their practice also reflects an insurance affiliation, which aligns with documented use of annuities as part of client solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices