AUM Milestone for Strategic Retirement Plan Team
Utica, NY, July 24, 2025 – Strategic Financial Services, Inc. (“Strategic”), a leading independent investment management firm based in Central New York, has announced its assets under management in their Retirement Plan Division have surpassed $500 million dollars. This value represents 401(k) and other employer-sponsored retirement plans across nearly 100 plans and thousands of participants nationwide.
As defined contribution and defined benefit specialists, the Strategic Retirement Plan team offers fiduciary investment management, participant education, and plan governance services that help employers deliver competitive retirement benefits while supporting participant outcomes.
“Crossing the $500 million AUM threshold is a testament to the trust our clients place in us and the dedication of our team to deliver retirement plan solutions that empower participants and support employers,” said Greg Tedone, Senior Advisor – Retirement Plans. “We remain committed to delivering high-touch service, prudent investment guidance, and proactive plan oversight as we continue to grow.”
The Strategic Retirement Plan Division continues to expand its reach while remaining focused on innovation, participant outcomes, and hands-on support for plan sponsors. The team was named to the National Association of Plan Advisors’ list of the nation’s top defined contribution (DC) Advisor Teams with Assets under Advisement of at least $100M, 2025, 2024, 2023.
For more information about Strategic’s Retirement Plan Services, visit Retirement Plan Consulting | Strategic Financial Services.
About Strategic Financial Services
In business since 1979, Strategic has a team of over 40 professionals, servicing more than 1,250 clients and managing $2.5 billion in assets. Areas of focus include Investment Management, Financial Planning, Institutional Investment Management and Corporate Retirement Plans.
Headquartered in Utica, NY with Satellite offices in Rochester, Syracuse, Rome, Little Falls, and West Palm Beach, FL. Strategic is an established wealth management firm and regional leader in the investment industry. While successfully growing from established roots, it continues to expand its geographic footprint and influence across the northeast and throughout the United States.
*Disclosure
Third party rankings and recognition from ratings services are no guarantee of future investment success. Working with a highly rated adviser does not ensure that a client or prospective client will experience a higher level of performance or results.
Top DC Advisor Teams Disclosure
Established in 2017, nominees had to be individual advisor team/offices with a defined contribution book of business, in a single physical location. To be considered, firms had to submit responses to an application form, including information about their practices, notably their defined contribution (DC) assets under advisement. The list is created and conducted by the National Association of Plan Advisors, an affiliate organization of the American Retirement Association, a non-profit association. No fee is charged to participate.
