Strategic Financial Services

Strategic Financial Services advises individuals (both non‑high‑net‑worth and high‑net‑worth), families, trusts, corporations, not‑for‑profits, and employer retirement plans, delivering wealth management, institutional advisory, fiduciary retirement plan services, and financial planning. Its client programs are organized into tiered Wealth Management offerings (Gold, Platinum, Blue), Institutional Services, and Employer Retirement Plan Services with both discretionary and non‑discretionary engagement options.

The firm’s investment process relies heavily on model‑based strategies implemented across client segments, combining quantitative factor tilts (quality, value, momentum, minimum volatility), top‑down macro and bottom‑up fundamental analysis, and ETF/mutual fund implementations; it also uses sub‑advisors for specialized needs such as concentrated positions. Strategic supplements portfolio management with digital planning and aggregation tools (including Orion Planning) that generate “what‑if” projections and scenario analyses to inform financial plans and model allocations.

Compared with many peers, Strategic’s brochure discloses a related person who is a licensed attorney practicing law in a limited capacity, and it explicitly describes the firm’s use of model‑driven hypothetical projections and detailed referral/solicitor compensation arrangements. The firm also highlights operational distinctions — including membership in the DPL Financial Partners network, formal disclosures about potential conflicts of interest, and a planned change to cease accepting proxy‑voting authority effective December 2025 — that clients should consider when evaluating its services.