STRATEGIC FINANCE INC.

Overview

Strategic Finance Inc. is a small, independent registered investment adviser that focuses on serving individual and family clients with a fee model that combines a percentage of assets under management and fixed fees. The firm’s advisory scope centers on financial planning, portfolio management for individuals and small businesses, and client education through seminars and workshops. Their stated investment preference is equities, and their portfolio mix and service structure point to a high-touch practice managing concentrated but diversified equity allocations alongside traditional financial planning work. The firm is not positioned as an ESG or pension consultant, and it does not operate as a multi-state adviser. As an owner-operated entity classified as an independent RIA, Strategic Finance Inc. appears to prioritize customized planning and portfolio oversight for a small client base rather than large institutional mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices