We are a family-focused advisory practice with multi-generational experience. Clients work directly with firm owners and licensed advisors. Our philosophy is built on trust, transparency, and long-term relationships—not transactional sales.

We offer comprehensive financial planning, investment management, retirement income strategies, tax planning, and estate planning. We also specialize in helping business owners, young professionals, and individuals navigating major life transitions.

We are a fee-based advisory practice. Our compensation may include a percentage of assets under management (AUM), flat planning fees, or commissions on certain insurance products. Transparency is key—we’ll clearly explain all costs before you become a client.

Our clients are primarily individuals preparing for or in retirement, business owners, recently widowed or divorced individuals, and young professionals building wealth.

Yes. We act as fiduciaries, meaning we are legally and ethically obligated to put your best interests first when providing investment advice.

We typically meet with clients 1–2 times per year at a minimum, with additional meetings as needed. You’ll also receive ongoing updates, newsletters, and timely communication on market or tax changes.

We offer accounts with an initial investment minimum of $500.

See our homepage for our different service offerings based on investable assets.

The first step is a complimentary consultation. During this meeting, we’ll get to know you, understand your goals, and determine if we’re the right fit to work together.

Send an introductory email to invest@stroynefinancial.com