Strategic Financial is a comprehensive financial planning and wealth management firm that is headquartered in Marlton, New Jersey, which was founded in 1987. At its inception, founding principal, Victor Tedesco, employed a customized financial planning process to meet the goals and objectives of its clients while cultivating a “serve clients first” philosophy. Through this combined approach, Strategic Financial has earned the trust and confidence of executives of Fortune 500 companies, local business owners and entrepreneurs, and industry leaders and specialists across legal, medical, and accounting professions.

Strategic Financial Advisors Corporation (“SFAC”) is a registered investment advisor that specializes in providing unbiased financial planning advice to improve the financial and personal lives of clients by acting as their “Financial Architect”. SFAC strives to meet the goals, objectives, and needs of its clients by employing a customized financial planning process that focuses on the following: 

  • Income Tax Planning
  • Cash Flow Budgeting Analysis
  • Financial Statement Organization
  • Investment Planning/Asset Allocation
  • Retirement Planning
  • Debt Management
  • Estate Planning
  • Capital Needs Analysis (Death/Disability/LTC)
  • Risk Management
  • Goal Funding
  • Business Planning 

Please click here for additional information on the firm’s process.

Currently, Strategic Financial has three financial planners and three client service specialists (click here for additional information) who have over 100 years of combined industry experience.