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Creating and Preserving Wealth for Generations. 

About SFG

Strauss Financial Group, Inc. was founded in 1988 by John and Heidi Strauss. As one of the first husband and wife independent advisory firms in Alabama, we set out with our main objective being to work for only one boss, our clients. Creating and Preserving Wealth for Generations is our mission, and we do this by offering objective and personalized financial advice, open communication, and unsurpassed personal 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 while putting our clients' best interests first.


With vast experience and a relationship-driven philosophy, SFG has helped clients reach their financial goals and achieve peace of mind, acting as their resource and guide through life’s journeys. Though we wear many hats —  teacher, coach, confidante, economist, and advocate — our main goal is to simplify complex financial decisions by communicating clearly and listening to our clients' needs while providing action plans, focus, understanding, and solutions.

 

Heidi and John sold Strauss Financial Group in 2020 to their son, Arthur Strauss, CFP®, who has been working at the firm since 2013 as advisor, Vice President, and now President and CEO. Strauss Financial Group is proud to remain a family-owned firm and maintain our family values, continuing to build long-lasting relationships with honesty and trust as the foundation of our business.

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