Strategic Financial Services
In the late 1970s, Strategic’s founder, Alan Leist Jr., recognized an opportunity to redefine the investment management industry by offering the highest level of quality and service to clients.
The firm’s focus on long-term goal-based investing and financial planning set what is now the industry’s standard of excellence and established Strategic as one of the first true ‘Wealth Managers’. That unique approach drove growth at the firm one relationship at a time through client and professional referrals.
Today, a growing team of 37 diverse but like-minded team members manages and advises on over $1.7 billion of client assets. As was the case on day one, our core purpose remains the same “…to help people live a great life.”