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Pebble Beach

The SFG Story

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, the team set out with their main objective being to work for only one boss, their clients. Creating and Preserving Wealth for Generations was their mission, and they continue to do just that, to this day, by offering objective and personalized financial advice, open communication, and unsurpassed personal service.

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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 their 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 they wear many hats —  teacher, coach, confidante, economist, and advocate — their main goal remains to simplify complex financial decisions by communicating clearly and listening to clients' needs while providing action plans, focus, understanding, and solutions.

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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 their family values, continuing to build long-lasting relationships with honesty and trust as the foundation of their business.

Fee Structure: Strauss Financial Group, Inc. provides fee-based investment services.

This website is solely for informational purposes.  Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal. No advice may be rendered by Strauss Financial Group unless a client service agreement is in place. A copy of SFG’s current Form ADV II (Disclosure Brochure) and Form ADV III (CRS) discussing our
business operations, services, and fees is available from Strauss Financial Group upon written request or you can access the information at IAPD. No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

Investment Advisory Services provided by a Registered Investment Advisor

© 2020 by Strauss Financial Group, Inc.

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