Strategic Financial Partners, LTD

Updated today

Find your advisor

Client assets under management

$320,366,154

Clients

340

25% high-net worth

Advisors

of 7 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

Typical

Average account size

$942,253

About

Strategic Financial Partners provides wealth management, portfolio management, financial planning, and pension consulting to individuals, retirement plans, trusts, foundations, charities, and business clients, and manages approximately $321 million in discretionary assets. Services include both ongoing discretionary portfolio management and standalone financial plans used to guide implementation and monitoring.

The firm customizes portfolios using fundamental and technical analysis and constructs diversified asset-allocation models that are actively monitored and rebalanced as client circumstances or market conditions change. Strategies offered range from long‑term buy‑and‑hold to shorter‑term trading and option writing, and the firm may recommend third‑party advisers or model portfolios when appropriate.

Compared with many similarly sized advisory teams, SFP is notable for sponsoring its own wrap fee program (the SFP Wrap Fee Program) and executing and custoding trades through LPL Financial, while several associated persons also serve as registered representatives of LPL and as licensed insurance agents—arrangements the firm discloses and addresses through its code of ethics and conflict‑management processes. The firm also operates multiple offices, discloses use of Securities‑Backed Lines of Credit in its risk discussions, and has begun using AI tools to record and transcribe client meetings (with an opt‑out option), items it has specifically highlighted in recent brochure updates.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Wealth management Options & derivatives strategies Private / alternative investments

Occupation focus

Founder/Business Owner

Fee options

Fixed

Up to $15,000 fixed fee for financial planning services

Commissions

Commission-based compensation earned by certain registered representatives and insurance agents separate from advisory fees

Project-based

Up to $15,000 fixed fee for financial planning services, billed 50% in advance and 50% upon completion

Other

Minimum fee: $7,500 per year minimum for Wealth Management; $1,650 per year minimum for Portfolio Management

Most active in

California · Nebraska · New Mexico · Oregon · Texas · Washington

Disclosures

Business activities & affiliations

Is 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.

Is not active or affiliated with:

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 Form ADV Part 3: Client Relationship

Quick links

Website 503-467-7832

Advisors at this firm

Grant C

Series 63, Series 66

Bend, OR

Strategic Financial Partners, LTD

Grant Carroll is a financial advisor with Strategic Financial Partners, LTD in Bend, Oregon, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked with Strategic Financial Partners since 2008 and has been affiliated with LPL Financial LLC since 2004. Outside of his advisory role, he is involved with Wavy C Ranch, a home-based business. Strategic Financial Partners, Ltd. provides wealth management, portfolio management, financial planning, and retirement plan consulting to individuals, trusts, foundations, and plan sponsors. The firm customizes portfolios based on client objectives and risk tolerances, employing both fundamental and technical analysis across a diversified set of securities.

Wealth management Options & derivatives strategies Private / alternative investments Founder/Business Owner

Edward S

Series 63, Series 65

Bend, OR

Strategic Financial Partners, LTD

Edward Sager is a financial advisor with Strategic Financial Partners, LTD and holds Series 63 and Series 65 credentials. He has 24 years of industry experience, including roles at LPL Financial LLC since 2004 and Strategic Financial Partners since 2009. Outside of advisory work, he has been involved in CPA activities and outside sales of non-variable insurance. Strategic Financial Partners, LTD offers wealth management, portfolio management, financial planning, and retirement plan consulting to individuals, trusts, foundations, and plan sponsors. The firm provides discretionary portfolio management tailored to client objectives, combining fundamental and technical analysis across a diversified mix of securities.

Wealth management Options & derivatives strategies Private / alternative investments Founder/Business Owner

Richard W

Series 63, Series 66

Bend, OR

Strategic Financial Partners, LTD

Richard Williams is a financial advisor at Strategic Financial Partners, LTD with 35 years of industry experience. He holds Series 63 and Series 66 designations and has been with Strategic Financial Partners since 2008. Williams also has a long-standing affiliation with LPL Financial, dating back to 2004. Strategic Financial Partners, Ltd. provides wealth management, portfolio management, financial planning, and retirement plan consulting to individuals, trusts, foundations, and plan sponsors. The firm manages discretionary portfolios tailored to clients’ objectives using a diversified mix of securities and offers ongoing monitoring and financial planning services.

Wealth management Options & derivatives strategies Private / alternative investments Founder/Business Owner

Kevin G

Series 63, Series 66

Bend, OR

Strategic Financial Partners, LTD

Kevin Green is a financial advisor with Strategic Financial Partners, LTD in Santa Fe, NM, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has worked at Strategic Financial Partners and LPL Financial LLC since 2013. Strategic Financial Partners, Ltd. provides wealth management, portfolio management, financial planning, and retirement plan consulting to individuals, trusts, foundations, and plan sponsors. The firm offers discretionary portfolio management with ongoing monitoring and tailors portfolios using fundamental and technical analysis across diverse securities.

Wealth management Options & derivatives strategies Private / alternative investments Founder/Business Owner

Robert K

Series 63, Series 65

Portland, OR

Strategic Financial Partners, LTD

Robert Kirkpatrick is a financial advisor with Strategic Financial Partners, LTD in Portland, OR, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Strategic Financial Partners since 2009 and has also worked with LPL Financial since 2004. Outside of his advisory work, he operates a home-based business entity for tax and investment purposes and is involved in non-variable insurance sales. Strategic Financial Partners, Ltd. provides wealth management, financial planning, and retirement plan consulting to individuals, trusts, foundations, and plan sponsors. The firm manages discretionary portfolios tailored to clients’ objectives using a diversified mix of securities and offers continuous monitoring, rebalancing, and ERISA 3(38) investment manager services.

Wealth management Options & derivatives strategies Private / alternative investments Founder/Business Owner

Michael E

Series 63, Series 65

Bend, OR

Strategic Financial Partners, LTD

Michael Eisenhauer is a financial advisor with Strategic Financial Partners, LTD, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked exclusively with Strategic Financial Partners since 2011. Strategic Financial Partners, LTD provides wealth management, portfolio management, financial planning, and retirement plan consulting to individuals, trusts, foundations, and plan sponsors. The firm uses a diversified mix of securities and combines fundamental and technical analysis to tailor portfolios to client objectives, managing accounts on a discretionary basis with ongoing monitoring and rebalancing.

Wealth management Options & derivatives strategies Private / alternative investments Founder/Business Owner

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may—or may not—fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend—and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction—we're here to make sure the relationship works for you—and if not, to navigate next steps with clarity.

Our ongoing support