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.
There is no doubt that the number one question on many people’s mind is “Do I have enough money to retire?” At Strauss Financial Group, we’re here to not only answer that question, but to be with you every step of the way and allow you to truly thrive in retirement.
Working with women is a calling for many of the advisors on our team and has been a crucial part of our success. As our profession is built around helping others, we are dedicated to listening, relating and understanding the unique concerns facing women today.
GenNow is an action based program designed to help young professionals and couples take their first steps towards financial freedom. With our strong team of millennial advisors, we feel that we are especially qualified to offer guidance and to understand the unique challenges that Generation Y faces today.
John Strauss is the co-founder of Strauss Financial Group, Inc. 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. John is a sports fanatic, and enjoys golf, boating, and coaching baseball and basketball.
Heidi Strauss is the President and co-founder of Strauss Financial Group, Inc. and has over thirty 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. Heidi lived overseas during much of her childhood, and loves to travel, read, and relax on the lake.
Though I am in my fourth year as an investment advisor, I feel like I have been involved in finance my entire life. My parents were entrepreneurs and started Strauss Financial Group, Inc. in 1988. I remember often sitting around the dinner table and listening to them discuss the markets and the economy, and I was introduced at a very early age to the importance of investing, financial planning, and most importantly, helping people achieve financial freedom.
Because of this, I came into the firm with a deep understanding of finance and a passion to help people. Being a former Division 1 college athlete, I learned what it took to win and I use my work ethic and discipline every day to motivate others.
Working under a fiduciary standard, my mission is to create and preserve wealth for our high net worth clients and their families. I work closely with them to achieve their goals by offering independent, personalized financial advice. Our fee-only services include strategic financial and retirement planning, investment management, and insurance.
I am also the founder and President of GenNow, LLC., a subsidiary of Strauss Financial Group, Inc. As a young professional myself, I can relate to the unique challenges that millennials face today, and I established GenNow to offer affordable investment and money management guidance to young professionals as they make the important life decisions that will impact their entire future. I offer unbiased professional advice and encourage investors to take the steps that will help them create security and achieve their long term goals.
The time to start is NOW!
Since entering the financial services industry in 2010, it has been Joseph’s objective as a financial advisor to implement practical solutions to his clients by offering independent financial advice under a fiduciary standard.
He offer a high level of expertise and practical experience as an employee benefits consultant, with a focus on increasing awareness to individuals and educate employees as to what their company has to offer. Joseph provide financial strategies to help them achieve their retirement goals through analysis of company benefits, 401(k) investment options, asset allocation, and defining career objectives.
Joseph graduated from Auburn University with a B.S. in Finance and entered the Financial Services industry in 2010. He is married to Sunny and has two sons, Sheppard and River.
Client Service & Operations Specialist
Kristi Hoffman joined Strauss Financial Group in 2015 as our Client Service & Operations Specialist. Kristi has worked in the financial industry for over six years and brings a wealth of experience and knowledge. Her organizational skills and attention to detail accompanied with her genuine enthusiasm makes for a wonderful addition to our team.
Kristi has a B.S. degree from the University of Minnesota and plays competitive tennis, recreational golf and sand volleyball. She enjoys spending time with her two high school sons and volunteering through her church.
Marketing & Client Service
Kristin Richardson works as a Marketing and Client Services Assistant for Strauss Financial Group, Inc. Kristin graduated from The University of Alabama with a Bachelor of Science in Commerce and Business Administration with a concentration in Marketing. She is currently completing her Masters of Science in Marketing.
A Tuscaloosa native, Kristin is enjoying getting to know the city of Birmingham, one restaurant at a time. She is a member of the American Advertising Federation. In her spare time, she likes traveling, being outdoors, and spending time with her friends and family.
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.