Strada Financial Group LLC

Strada serves individuals (including high‑net‑worth clients), businesses, and not‑for‑profit organizations with discretionary portfolio management, financial planning, financial consulting, and private investment consultations. Clients may engage the firm for ongoing portfolio management, stand‑alone planning, or specialized consulting on illiquid investments such as 1031 exchanges and qualified opportunity zone investments.

The firm’s investment process is grounded in Modern Portfolio Theory and combines third‑party research with asset‑allocation and discretionary implementation, including the use of independent managers on a third‑party custody platform. Financial planning is routinely integrated with investment management and, when requested, the firm coordinates with clients’ other advisors to address tax, estate, and legacy objectives while also evaluating private investments through additional due diligence.

Strada is distinctive among similarly sized supported firms because it operates under common ownership with an affiliated accounting practice and its representatives are also licensed to sell insurance—an uncommon combination in this peer group. Its advisory team includes professionals with tax and accounting backgrounds and advanced credentials (including CFP and PFS designations), and the firm provides hands‑on private investment support such as due diligence reviews, investor calls, and property site visits.