Team

Greg Tedone

CPFA, ARPC | Head of Retirement Plans, Senior Advisor, Partner

Retirement plan enthusiast. Proud girl dad. Passionate about making an impact in the retirement industry with plan sponsors and participants alike.

Visionary retirement plan advisor specializing in fiduciary best practices and supporting the everyday American worker. Greg’s objective is to transform your retirement plan from a simple savings vehicle into a strategic tool that supports your organizations’ demographics and goals. We empower employees to make informed decisions and achieve financial clarity and success.

Helping plan sponsors navigate retirement plans. Not just an investment fiduciary; he’s your business’ outsourced retirement plan benefit consultant.

Before joining the Strategic team, Greg held the position of Director of Retirement Plan Consulting, overseeing more than 175 retirement plans with $3B in AUA. Prior to that, he worked for a recordkeeper at a Fortune 100 financial services organization, delivering individual retirement plan education and employee wellness programs. He began his career as a defined contribution (DCIO) specialist at a publicly traded investment management company that pioneered risk-based and target date fund solutions.

Greg’s expertise and dedication have earned him recognition as a Top Retirement Plan Advisor under 40, National Association of Plan Advisors (NAPA) 2021, 2023, and 2024.*

*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.
NAPA Top Plan Advisor Under 40 (2024, 2023, 2021): Greg Tedone was recognized as a NAPA Top Plan Advisor Under for in 2024, 2023, 2021 . This third-party ranking and award is based on applications received from nominees designated by NAPA Broker-Dealer/RIA Firm Partners. Those applications are then vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees, as well as a broker-check review.

Want to connect with Greg?

Schedule Now

Education

Certified Plan Fiduciary Advisor (CPFA)
Accredited Retirement Plan Consultant (ARPC)
Master’s in Business Administration, Simon Business School, University of Rochester
Bachelor of Science, Political Science, SUNY Geneseo

Community Service

The Strong Museum of Play, The Strong Play Makers Leadership Counsel

Awards & Recognition

Top Retirement Plan Advisor under 40, National Association of Plan Advisors (NAPA)

*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.

NAPA Top Plan Advisor Under 40 (2024, 2023, 2021): Greg Tedone was recognized as a NAPA Top Plan Advisor Under for in 2024, 2023, 2021 . This third-party ranking and award is based on applications received from nominees designated by NAPA Broker-Dealer/RIA Firm Partners. Those applications are then vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees, as well as a broker-check review.

Beneath the Surface

Claim to Fame

Claims to have started playing Pickleball before it was cool.

Enjoys

Being a father, husband, and foodie. Weekend trips around the region, the Finger Lakes and Niagara-on -the-Lake being some of their favorite spots. Keeps busy by playing paddle tennis, pickleball, and avoiding the golf course.

Family

Greg and his wife Abigail reside in Rochester, NY with their two daughters. Greg hails from southern Dutchess County where he grew up thinking he was in Upstate.

The future ain’t what it used to be.
Yogi Berra