Strategic Financial

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Client assets under management

Clients

80% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

About

Strategic Financial serves individuals — including high-net-worth and non‑HNW clients — as well as trusts, estates, pension and profit-sharing plans, corporations, and business owners, providing comprehensive and modular financial planning. Services cover tax and cash‑flow analysis, retirement and estate planning, investment planning, risk management, education funding, and business continuity and consulting for other professionals.

The firm focuses on planning and advice rather than discretionary portfolio management: it does not manage client portfolios, hold custody of client assets, or charge percentage‑of‑AUM fees. Investment research used in planning includes technical analysis, and the firm’s written engagements provide generic implementation guidance while clients may elect to implement recommendations through an affiliated broker‑dealer or other providers; clients may also choose recurring review meetings on a quarterly, semiannual, or annual basis.

Noteworthy distinctions include a fixed‑price and hourly billing model with one‑time and recurring review options instead of AUM‑based billing, and a modular approach that emphasizes business‑owner and specialty planning needs. The small, long‑standing team combines financial‑planning roles with registrations as representatives of Osaic Wealth, Inc. and insurance licenses, a dual affiliation the brochure discloses and which can result in commissions if clients implement recommendations through those channels.

Client services

Financial planning Consulting services

Expertise

Income planning General tax planning Debt management

Occupation focus

Founder/Business Owner Retired

Demographic focus

Approaching retirement

Fee options

Percentage

$0 - $500,000: $500,001 - $750,000: $750,001 - $1,000,000: $1,000,001 - $1,500,000: $1,500,001 - $2,500,000: $2,500,001 - $3,500,000: $3,500,001 - $4,500,000: $4,500,001 - $6,000,000: $6,000,001 - $10,000,000:

Commissions

Commissions received by affiliated individuals for securities and insurance products sales through Osaic Wealth, Inc. and insurance companies.

Project-based

$300 - $500 per hour, billed in 15 minute increments for consulting services.

Other

Fee-only: Initial and recurring fixed fees by net worth and client category; examples include initial fees from $2,975 to $14,550 and annual fees from $1,300 to $9,457.50 depending on net worth and meetings per year.

Main office location

Strategic Financial

1300 Rte 73, Suite 110

Mount Laurel NJ 08054, United States

Number of offices

Most active in

Florida · New Jersey · Pennsylvania · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook Instagram YouTube Website 856-983-1001

Advisors at this firm

Joseph M

CFP®, Series 63

Marlton, NJ

Strategic Financial

Joseph Mcbride is a CFP®-certified financial advisor with 42 years of industry experience. He is currently affiliated with OSAIC and has prior experience at FSC Securities Corporation and Strategic Financial Advisors Corporation, where he has held various financial advisory roles since 1990. In addition to his advisory work, Mcbride operates a sole proprietorship as an insurance producer specializing in life insurance, long-term care, and fixed annuities. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by advanced portfolio management tools and access to multiple custodial platforms.

Income planning General tax planning Debt management Founder/Business Owner Retired Approaching retirement

Andrew L

CFP®, Series 63

Mount Laurel, NJ

Strategic Financial

Andrew Leithe is a CFP® with 13 years of experience in financial advising, currently serving at Strategic Financial. He has held roles at OSAIC and Fsc Securities Corp, and is CEO and President of Strategic Financial Advisors Corporation. Outside of his advisory work, he is co-treasurer of the Rumson PTO. Strategic Financial offers comprehensive and modular financial planning and consulting services to individuals, including high-net-worth clients, as well as various business and nonprofit entities. The firm focuses on fixed-price planning and hourly consulting arrangements, providing written financial plans and periodic reviews without ongoing portfolio management.

Income planning General tax planning Debt management Founder/Business Owner Retired Approaching retirement

Victor T

CFP®, ChFC®, Series 63

Mount Laurel, NJ

Strategic Financial

Victor Tedesco is a financial advisor with OSAIC, holding the CFP® and ChFC® designations and possessing 43 years of industry experience. He has worked with Strategic Financial Advisors Corporation since 1987 and was previously affiliated with FSC Securities Corporation for 36 years. Outside of his advisory role, he owns a sole proprietorship involved in the sale of life insurance, long-term care, disability, and fixed annuity products. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing advanced portfolio management tools and providing access to multiple custodial platforms and third-party managers.

Income planning General tax planning Debt management Founder/Business Owner Retired Approaching retirement

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