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Designing a great life takes planning.

We’re here for it.

A boldly simple combination of good people, great service, and a straightforward approach has been a powerful formula for our team, our clients, and our community. And that’s by design.

A lifelong partner in your success.

A partner to deliver clarity on where you stand and where you are going. The right team, plan, and tools to help get you there with confidence.

Are you ready?

Let’s Talk

$ 2b +

Assets Under Management


Dedicated Team Members

98.8 %

Client Retention Rate

45 +

Years in Business


Households Served


Office Locations

Your Financial Life Advisors

Financial Planning

Our holistic planning approach and straightforward investment strategies empower you to define and design your great life. Delivering to you the clarity and confidence to focus on what matters most. We plan it. You live it. Learn more about our approach to Financial Planning.


We believe in investment management that is driven by science not speculation. Our investment process is built on a foundation of evidence aimed at long-term wealth creation. Learn more about our Investment Strategy.

Retirement Plan Consulting

Strategic is dedicated to delivering standout benefits aligned with your organization’s goals and values. We offer custom-tailored retirement plan management and fiduciary investment guidance to help recruit, reward, retain and retire your employees.

Not-for-Profits & Institutions

Our institutional investment services are designed to align strategies with your core mission, always guiding you to make sound investment decisions for the health of your organization and the communities you serve. Learn more about our Institutional Investing Services.

Who We Serve

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    Careers & Kids

    I want to set myself and my family up for the future.

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    Business Leaders

    I want more than a benefit check-box. I want a partner that elevates the lives of my employees.

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    Retirement Preppers

    I want to enjoy my retirement and establish my legacy.

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    Independent Women

    I’m looking for a team who truly understands my individual needs as an independent woman.

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    Early Investors

    I’ve started making real money and I want to grow it.

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    Family Wealth

    Build and protect generational wealth for your family.

Strategic is a full-service financial advisor. Strategic cares about us… as individuals, our goals, and our future. The customer service is excellent. We trust Strategic completely, which is essential.

Anne, Virginia

The testimonial provided by a current client who received no compensation for their honest feedback. Results may vary.