Strauss Financial Group

Heidi Strauss is a financial advisor with Strauss Financial Group in Hoover, AL, holding Series 63 and Series 66 designations and 17 years of industry experience. She has been with Strauss Financial Group and its related entities since 1988. Outside of advising, she is a managing member of PPS LLC, an entity that owns and maintains the commercial building housing the firm. Strauss Financial Group serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering wealth management, financial planning, and corporate retirement advisory services. The firm employs an internal investment committee that uses a macroeconomic-driven, style-agnostic approach to portfolio management and provides additional services such as affiliated accounting, tax support, and estate planning.

John Strauss is a financial advisor at Strauss Financial Group with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Strauss Financial Group and its related entities since 1988. Outside of advising, he is a managing member and co-owner of PPS LLC, an entity that owns the commercial building housing the firm. Strauss Financial Group serves a diverse client base including individuals, pension plans, trusts, and corporations, offering wealth and investment management, financial planning, and corporate retirement advisory services. The firm uses a committee-driven investment approach combining macroeconomic, fundamental, and quantitative analysis, and provides additional services such as affiliated accounting and tax support, digital estate planning, and corporate retirement plan advisory.

John Strauss is a financial advisor at Strauss Financial Group with 12 years of industry experience. He holds a Series 65 designation and has worked at Strauss Financial Group, Inc. from 2013 to 2020 and at Strauss Wealth Advising, Inc. since 2020. Strauss Financial Group serves a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs an internal investment committee that uses macroeconomic, fundamental, and quantitative analysis to guide investment decisions, offering a style-agnostic approach across various asset classes within discretionary custom asset management programs.