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A group of good people making a big impact.

Sounds like fun, right?

The values that guide us


At our core, we’re simply good people helping good people. Our success is measured by the impact we have on each other, our clients and our communities.


Growth is the mechanism that allows us to reinvest and continue to propel our business forward. This is how we help more people live a great life.


We practice what we preach. We dream big and aren’t afraid to fail. We are always striving to live a great life while helping others do the same.

Our friends would describe us as

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    Genuinely good

    We bring heart, care and commitment to every relationship and interaction.

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    Radically Responsive

    Returned calls, quick answers, and personal touches are the norm here – the fundamentals always come first.

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    Team Players

    We believe we’re stronger together. This means we listen, roll up our sleeves, and think beyond our personal perspective.

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    Boldly Simple

    In a world that sells complexity, we shoot straight, tell it like it is, and bust the myth that finance has to be confusing.

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    Big Dreamers

    We take a holistic approach to planning, an expansive approach to possibilities, and a community-oriented approach to business.

Reasons its great to work here


Every team member gets 5 weeks of PTO each year in addition to (12) paid holidays. We hold our team accountable to taking time away for themselves, their families and their dreams.


We cover all the bases with competitive medical, dental and vision options to choose from. We enhance that coverage with HSA contributions, wellness programs, disability and life insurance.


With access to our in-house team of retirement experts and a generous profit-sharing program (up to 10% of your salary annually), Strategic will help you on your path to your dream retirement.

Financial Wellness

As a team member, you are also a client. Strategic contributes $2,500 to start or enhance your investment portfolio with financial planning service at our friend’s and family rate.


The flexibility to work from our recently renovated office space, home, or on-the-road with help from a tech stack designed to work when and where you need to.


Strategic’s enhanced paid family leave policy offers (6) weeks of 100% of your salary for new parents and a dependent care FSA helps cover childcare when you come back to work.

Interested in working with us?

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