Certified Financial Strategies Corporation

The firm provides investment advisory and financial planning services to individuals — including high‑net‑worth clients — and to corporations or business entities. Services include ongoing asset management (available on both discretionary and non‑discretionary bases), comprehensive and snapshot financial planning, and project‑based consulting.

Investment strategy combines strategic and tactical asset allocation and blends passive and active strategies using ETFs, mutual funds, individual equities and fixed income; the firm employs both fundamental and technical analysis and constructs individualized portfolios rather than model portfolios. Portfolios are reviewed at least quarterly (and more frequently as market conditions dictate), and the firm may recommend third‑party managers or alternative investments for appropriate clients.

Compared with many peers, the firm reports approximately $133 million in client assets with about $47 million managed on a non‑discretionary basis, so a notable portion of assets requires prior client approval for trades. The firm also includes tax‑preparation services offered through a principal who is a CPA and by employees who are Enrolled Agents — an uncommon affiliation that the brochure discloses and that the firm says it mitigates through disclosure and fiduciary procedures.