Financial Strategies

Overview

Financial Strategies is a small, independent registered investment adviser organized as a sole proprietorship that serves individual and family clients, delivering financial planning and portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and runs client accounts on a discretionary basis. Investment orientation is equity‑focused: the firm shows a clear preference for exchange‑traded equities as the primary vehicle for market exposure. It does not self-identify as an active ESG investor and is not structured as a multi-state or capital‑allocating adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices