A complete list of active advisors currently associated with Union Strategic Advisors
Warmer can help you find a great advisor at Union Strategic Advisors or one who fits your needs even better.
Union Strategic Advisors provides discretionary and non‑discretionary investment management to individuals, high‑net‑worth clients, families, trusts, estates, business entities, qualified retirement plans, and donor‑advised funds. The firm also incorporates financial planning into wrap‑program relationships and offers business consulting services to small and medium‑size businesses and owners. USA constructs customized portfolios using fundamental analysis and generally pursues a long‑term strategy while permitting shorter‑term trading when client objectives or security fundamentals warrant. The firm operates the USA Wrap Fee Program, which bundles advisory services, custody and execution through Raymond James (RJA), and it may recommend and monitor unaffiliated External Managers to manage portions of client assets under separate agreements. Two features that distinguish the firm from many peers are that it serves as a wrap fee program sponsor and that it actively selects External Managers—both elements the brochure highlights as relatively uncommon for investment managers. The brochure also notes the firm is newly registered with no assets under management at filing and that certain advisory personnel are licensed insurance professionals, which the firm discloses as potential conflicts when insurance or third‑party services are recommended.
To learn more about the advisors currently working at Union Strategic Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Blue Ash, OH
| 15
| |
Blue Ash, OH
| 7
| |
Blue Ash, OH
| 32
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Compare top advisor firms by metric, firm size, and location.
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
© 2026 Warmer Holdings Inc. ("Warmer")