Strauss Financial Group, Inc is a sophisticated firm that was established in 1988. We are an independent, fee- based Registered Investment Advisor, and as such, we stress the importance of getting to know our clients and finding out what is truly important to them. By doing so, we build a relationship based on trust that allows us to work together as a team to achieve their priorities and goals.
Our mission is to create and preserve wealth for our clients by offering independent, personalized financial advice.
As a Registered Investment Advisor, Strauss Financial Group operates under a fiduciary standard, which means that all advisors must exhibit the highest form of trust, honesty, and integrity.
As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress.
A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.
I love to cook and I make a great spaghetti and meatballs!
I was a multi-sport athlete, and Warren Spahn, all-time great, taught me how to pitch as a lefty.
I worked full-time to pay my way through college, and was a bouncer at one point.
In my next life, I want to come back as a stand-up comedian.
John Strauss is the co-founder of Strauss Financial Group and has over forty years of expertise in the pension and financial services industry. John hosted the radio show “Money Matters” on WCEO, and has been quoted in many publications including the Wall Street Journal, Chicago Tribune, New York Times, and the Birmingham News. John graduated from Bowling Green State University in 1972, and served as Vice President and Sales Manager for Thomson McKinnon Securities prior to opening his own firm. John has established a reputation for his technical knowledge and sophisticated analysis and is responsible for the estate and retirement planning division of Strauss Financial Group, Inc.
I was named after the book "Heidi." My Swiss grandfather knew the author.
I have visited over 25 countries and lived in India and Belgium as a child.
Books, music, and nature are my passion and in my next life I want to come back as Anne Wilson of Heart or Janis Joplin.
I have been in the financial services business for over 33 years, and in my first job, I was the only woman advisor working with 25 male advisors.
Heidi Strauss is the co-founder of Strauss Financial Group and has over thirty-three years of experience in the areas of investment consulting, trust and money management. She co-authored A Wealth of Information with Anne Moses, attorney at law, and was voted one of Birmingham’s Top 40 under 40 by the Birmingham Business Journal in 1995. She has testified in court numerous times as an expert witness, and is recognized for her expertise with wealthy individuals and retirees throughout the country. Heidi has a Bachelor of Science in Business from Florida State University and is a member of the Financial Planning Association (FPA). She is actively involved in several charitable and professional organizations. Her favorite pastime is spending time with her two grandchildren, Lou and Addison.
I love fall weekends with my big green egg going, Auburn football on, and friends and family around.
I couldn't imagine doing anything else, but if I wasn't helping people with their finances, I would love to own a sports franchise or be a travel blogger.
My wife, Holly, is a Canadian, which makes our golden doodle, Molson, a dual citizen.
I wake up feeling 100 years old (calling all Ortho's), but I can't stop doing CrossFit and running Spartan races.
Arthur joined Strauss Financial Group in 2013, and is a second generation financial advisor following in the footsteps of his mother and father. He was introduced at a very early age to the significance of investing, and most importantly, helping people achieve financial freedom. In 2017, he was promoted to Vice President and was named one of the Birmingham Business Journal's Rising Stars of Money.
As the co-founder of GenNow Medical, one of the areas that Arthur specializes in is working with young healthcare professionals in order to address their specific needs. His passion for working with this clientele emerged from his enjoyment of problem solving, Very little training is given to the med student, resident, or even established practitioner as to the shock and change that will occur in their financial life. Whether it is tackling student loans, trying to invest a larger income, or finding the best disability policy, Arthur loves to relieve some of that burden and allow physicians to focus on what they are trained to do. Take care of us!
Arthur is a native of Birmingham, Alabama and he received his Bachelor of Science degree in Business Administration from the Brock School of Business at Samford University and was also a member of the Samford baseball team from 2009-2013. He is a CFP® professional, and is a member of the Financial Planning Association (FPA) as well as the MD Preferred Physician Services.
DID YOU KNOW?
I always wanted to be a cowboy when I was younger, but Willie Nelson said to be a "doctor, lawyer, (or) such." I decided to go with the "such" and became a Financial Advisor, but I do get to work with doctors every day.
I can paint toenails, do pigtails, and name every character from Sofia the First, thanks to my two daughters, Aubrey and Charlotte.
If it was up to my wife, McKenzie, we'd have at least three more girls. Good news, you never have to worry about me retiring.
The only movie that will consistently make me cry is "The Rookie" (The Dennis Quaid baseball one, not the Clint Eastwood/Charlie Sheen one).
Josh joined Strauss Financial Group as a Financial Advisor in 2017. Prior to joining SFG, Josh worked in the field of Medical Sales, where he helped healthcare professionals enhance and expand their practices. His mission is to use goals-based investing in order to help clients establish and fulfill their personal financial objectives.
Given his background with medical professionals, one of Josh's specific areas of focus is partnering with individuals in the healthcare industry. He has seen firsthand the demanding nature of working in the medical field. The substantial amount of time and attention required to properly serve patients leaves very little time to address any of life's other concerns. As the co-founder of GenNow Medical, Josh enjoys being able to engage with both new and established healthcare practitioners to alleviate their unique concerns and realize their lifetime goals.
In 2005, Josh moved to Birmingham from Franklin, TN to attend Samford University. While at Samford, he obtained a Bachelor of Science Degree in Sociology and a Master's Degree in Business Administration from the Brock School of Business. He is a member of the Financial Planning Association (FPA) and MD Preferred Services Network.
I am a sleep deprived new mommy, who didn't read the baby books.
I am the "girliest" tomboy on the planet.
Client Service/Marketing representative by day. Real Housewife/Master Chef contestant by night.
Kristin works with the advisors and is the Marketing Assistant for Strauss Financial Group. Kristin graduated from The University of Alabama with a Bachelor of Science Degree in Commerce and Business Administration with a concentration in Marketing. She is currently completing her Masters of Science in Marketing. Kristin loves spending time with her husband, Joseph, and daughter, Harper, traveling, and being outdoors.
My best friend is my 5-year-old son, Grayson, who wants to "be a dump truck" when he grows up.
I love to write and I am currently finishing two novels and write for a blog.
If I'm not working, you can find me outside rock climbing or hiking.
Music is a huge part of my life. I play guitar, sing, and drum on tables and my steering wheel.
Lauren joined Strauss Financial Group in 2018 as our Client Services and Operations Specialist. She is known for her exceptional client service abilities, attention to detail, and organizational strength.
Prior to joining SFG, Lauren worked in the financial services industry for six years in marketing, client relations, and operations. She has spoken at colleges and NAIFA events on subjects such as “Connecting with the Millennial Generation” and “Prospecting vs. Marketing”.
Dudley Do-Right Strauss
Dudley Do-Right Strauss
DID YOU KNOW?
I have an older half-brother named Molson, who is owned by Arthur. We play ball together and go for long runs, and I love to grab his tail.
I am a voracious reader, and have chewed through numerous books.
I sleep on my back, have fallen off the bed many times, and snore loudly.
I do not like vacuum cleaners. Too noisy!!
I am a one year old Golden-doodle who directs the team at Strauss Financial Group. I write a quarterly financial newsletter, "Dudley's Pawprints," when I am not chewing on my bone.
Investment Advisory Services Provided through Strauss Financial Group, Inc. A Registered Investment Advisor.
This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Strauss Financial Group unless a client service agreement is in place.