Strategic Financial, LLC

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Client assets under management

$57,586,114

Clients

181

21% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

$318,155

About

Strategic Financial provides financial planning, consulting, and discretionary investment management to individuals — including high-net-worth clients — as well as pension and profit-sharing plans, trusts, estates, charitable organizations and business entities. The firm offers hourly planning/consulting engagements in addition to ongoing portfolio management that primarily allocates among mutual funds, index funds and ETFs, and also advises clients on variable life/annuity products, employer-sponsored retirement plans and 529 plans.

The firm combines fundamental and technical analysis and employs a proprietary market assessment model that guides tactical adjustments (adding capital when the model signals oversold conditions and reducing exposure when it signals overbought conditions). Portfolios are tailored to each client’s risk tolerance and time horizon, managed primarily on a discretionary basis, and reviewed at least quarterly.

A relatively uncommon feature is the adviser’s affiliation with a Certified Public Accounting firm: the adviser’s principals also operate a separate CPA practice and may cross-refer clients for accounting and tax work, a relationship the firm discloses and for which it does not receive referral fees. The firm also notes that some supervised persons are licensed insurance agents who may sell insurance products in their individual capacities, and a small team (two advisors) manages roughly $64.7 million for about 181 clients, concentrating advisory and related professional services under a single ownership structure.

Client services

Financial planning Portfolio management

Expertise

General tax planning Retirement plans for business owners (SEP, solo 401k)

Fee options

Percentage

1.00% to 1.50% annually

Project-based

Generally $325 per hour, negotiable

Other

Account minimum: $25,000

Main office location

Strategic Financial, LLC

1695 Ellington Road, Suite 202

South Windsor CT 06074, United States

Number of offices

Most active in

Connecticut · Rhode Island

Disclosures

Business activities & affiliations

Is active or affiliated with:

Accountant / CPA / tax prep

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

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.

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

Website 860-644-8666

Advisors at this firm

Robert I

Series 63, Series 65

South Windsor, CT

Strategic Financial, LLC

Robert Ignagni is a financial advisor at Strategic Financial, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been a principal and 50% owner of Walston & Ignagni, P.C., a certified public accounting and tax services firm, since 1985. His work history includes roles at Absolute Concepts & Solutions, FFP Advisory Services, and FFP Securities. Strategic Financial provides financial planning, consulting, and discretionary investment management to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm serves both non-high-net-worth and high-net-worth clients, using mutual funds, index funds, ETFs, and a proprietary market assessment model to manage portfolios with ongoing monitoring and quarterly reviews.

General tax planning Retirement plans for business owners (SEP, solo 401k)

Matthew W

PFS™, Series 63, Series 65

South Windsor, CT

Strategic Financial, LLC

Matthew Walston is a financial advisor at Strategic Financial, LLC with 24 years of industry experience. He holds the PFS™ designation and securities licenses Series 63 and Series 65. Walston is also a certified public accountant and has been a 50% owner of the accounting firm Walston & Ignagni, P.C. since 1985, providing tax and accounting services. Strategic Financial offers financial planning, consulting, and discretionary investment management to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm serves both non‑high-net-worth and high-net-worth clients, employing a proprietary market assessment model to adjust market exposure and managing most client assets on a discretionary basis.

General tax planning Retirement plans for business owners (SEP, solo 401k)

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