Strategic Financial Alliance, LLC

Overview

Strategic Financial Alliance, LLC is an independent, individually owned registered investment adviser focused on serving individuals and families, with advisory work that emphasizes financial planning and portfolio management for individuals and small businesses. The firm operates with a hybrid fee model — percentage of AUM supplemented by hourly and fixed-fee engagements — and lists accountant services among its business activities, which suggests a tax-aware approach to client planning and reporting. Investment implementation appears centered on pooled public funds rather than direct-stock strategies. The firm is not positioned as a capital allocator to external managers; instead it implements client portfolios through mutual funds and annuity structures, with a tactical use of commodities exposure as an alternative sleeve. Strategic Financial Alliance, LLC is not an active ESG investor and does not identify as a multi-state adviser, implying a primarily local or single-state client footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices