Strategic Finance Inc.

Overview

Strategic Finance Inc. operates as an independent registered investment adviser organized as a corporation and owned by an individual. The firm targets individual and family clients and provides a mix of financial planning, discretionary portfolio management for individuals and small businesses, and educational seminars or workshops. Its fee model blends asset-based fees with the option of fixed-fee engagements. Strategic Finance Inc. is state-registered in Oregon and Washington. The firm does not position itself as a capital allocator and is not identified as an ESG-focused manager. Service delivery appears oriented toward direct client relationships rather than institutional consulting or multi-state adviser platforms.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices