Transformative Financial Planning
for Elite Professionals

Build and preserve your generational wealth with our holistic approach and rigorous financial planning process.

Holistic Wealth Management, Bespoke Strategies

* Non compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.

Many professionals’ personal and business finances are woven together. Try to manage just one, and you may get unwanted results in the other.

Strategic Financial’s approach to wealth management looks at all the strands of your wealth, creating a comprehensive, unified investing strategy. We work with business owners, entrepreneurs, corporate executives, and physicians to analyze their current wealth and risk strategies, help establish wealth goals, and then implement the strategy.

When you work with Strategic Financial, you don’t have to worry about how one area of your financial life affects another. We’ll manage all areas to help you preserve and build generational wealth.

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Learn more about our services

Hear From Our Clients

* Non compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.

Joe Berenato

Farm Owner

Ray Celona

Retired Corporate Exec. / Leadership Coach

John Hamaty

Cardiologist

Katz Family

Retired Corporate Executive & Teacher

portrait of andrew leithe

Andrew

Andrew

Andrew

Andrew

Andrew

Leithe, CFP®

CEO & Investment Committee Chairman

"Honest. Dependable. Consistent."

"Those words are the first thing I see when I step into our office every day. They remind me, and our staff, of what I want Strategic Financial to be for our clients. I want us to deliver consistent results to our clients, but we should always be honest about the risks involved in any wealth management strategy. Above all, I want our clients to be able to depend on us to help build and protect their wealth for generations to come."

Our clients come from many industry sectors, including:

Agriculture & farming

Construction & Property Management

Healthcare

Manufacturing

Marketing

Retail

Services

Tech

Services for individuals:

We apply our deep financial knowledge to your unique situation to create your customized wealth management plan. A few of the services we offer:

01.

make the most of your assets

Investment Strategy and Budgeting

We’ll then write an investment and budgeting strategy guide customized to your situation and goals.

02.

assessing your tax risk and burden

Tax Optimization

Taxes are unavoidable. But assessing your tax risk and burden can be complicated, and errors can lead to huge penalties and financial destabilization. Be prepared.

03.

PREPARATION IS KEY

Retirement Planning

We’ll help you create a road map that leads to the reward of retirement.

16.3%

Average ROI of 16.3% Annually

Achieve long-term growth. Our clients enjoy an average annual ROI of 16.3%.

+200

Success Client Stories

Hear firsthand accounts of financial success from our satisfied clients.

$300M

In Sustainable Investments

Our sustainable investment options offer both strong performance and impact.

Case studies

Our
Guides

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Success Stories

Success Stories

Success Stories

Success Stories

Case studies

Our
Guides

Services for businesses:

We are your business’s trusted partner in financial, structural, and continuity areas. We can assist throughout your company’s lifecycle. Some of the business services we offer:

01.

Business Continuity Planning

ensure a successful transition

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02.
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We Invest Our Time in Your Financial Future

The cornerstone of Strategic Financial is our rigorous seven-month process to create our clients’ financial plans. We don’t use templates or computer-generated plans. Using the information you provide and our deep financial knowledge, we create a detailed plan to meet your unique needs.

It sounds like a lot because it is, and our clients love the results.

Ready to take the next step? Contact us today to set up an informational meeting:

FAQ

We serve a broad range of clients, from individuals seeking financial freedom to corporations looking for investment optimization.

contact us
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Serving a Wide Array of Client Segments?

Focused Financial Solutions for Distinct Clients?

Find Yourself Among Our Valued Client Segments?

Your assets are the building blocks of your financial future, and their allocation can make or break your investment journey.

All Services
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01.

Business Continuity Planning

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02.

Benefits Design

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03.

More Advanced Business Strategies

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Insightful Reads

Featured

Tax Planning & Compliance

The Impact of Recent Tax Reforms: A Closer Look

Stay updated on how the latest tax reforms can affect your financial planning and what steps to take.

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Featured

Investment Strategies

How Diversification Can Boost Your Investment Portfolio

Learn why putting all your financial eggs in one basket is risky. Discover the power of diversification.

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