Financial Strategies, Inc.

Overview

Financial Strategies, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm serves primarily individual and family clients and provides financial planning and portfolio management for individuals and small businesses. It charges a mix of percentage-of-AUM, hourly, and fixed fees. Financial Strategies is not registered as a multi-state or pension consultant adviser, does not identify as an active ESG investor, and began SEC registration in 2022.

Assets & Accounts

Investments & Alternatives