Creating and Preserving Wealth for Generations.
The goal isn’t more money. The goal is living life on your own terms.
Strauss Financial Group, Inc. opened its doors in 1988 as an independent, boutique financial advisory firm with one objective-to work for only one boss-you, our client. Creating and Preserving Wealth for Generations is our mission, and we do this by offering objective and personalized financial advice, open communication, and unsurpassed service.
As a fee-based 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.
With vast experience and a relationship-driven philosophy, SFG has helped clients to reach their financial goals and achieve peace of mind, acting as their resource and guide through life’s journey. Though we wear many hats — including teacher, coach, confidante, economist, and advocate — our main objective is to simplify complex financial decisions, communicate in plain English, listen to your needs, and provide focus, understanding, and solutions.
Who We Serve
The Retirement Challenge
Unexpectedly let go from your company?
Can you afford to retire?
When should you start collecting social security?
If you die, are you leaving a mess for your loved ones?