STRONG FINANCIAL SERVICES

Overview

Strong Financial Services is an independent registered investment adviser focused on individual and family clients. The firm acts as a capital allocator—using third‑party managers when appropriate—while providing financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Its business model mixes fee styles (percentage of AUM, hourly and fixed fees) and the firm reports a non‑discretionary advisory posture across its reported assets. Investment preferences show a tilt toward liquid equity exposure and a willingness to use third‑party alternative managers for specific strategies. The firm is not an active ESG investor, is not structured as a multi‑state adviser, and maintains an affiliation with an insurance company, which informs use of insurance products within client solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices