Our Story

Opening its doors in 1988, Strauss Financial Group was founded by John & Heidi Strauss. As one of the first husband/wife independent advisory firms in Alabama, they started SFG with one boss, their clients. Starting from scratch, over the next three decades, they built the company you see today until their retirement in 2020. The apple didn’t fall far, though, as they sold Strauss Financial Group to their son, Arthur Strauss, CFP®.

 

Arthur came into the firm in 2013, worked his way to VP in 2017, and eventually the President and CEO. Strauss Financial is truly a family-owned business instilled with family values, and our goal is to build lasting relationships with honesty and trust as the foundation of our business.

 

People ask what is your “why”?

 

Our why is to help, plain and simple. Finances can be complicated, scary, overwhelming, and one of the most critical areas of one’s life. Our duty is to guide and counsel you through your journey and be your trusted partner and resource. We can’t think of a higher professional honor.

Facts about SFG:

  • Approximately 200 Households

  • Average Client Tenure: roughly 15 years

  • Average Client’s Assets: $900,000-$1,000,000

  • Clients located Coast to Coast

  • Custodian: Fidelity

  • High personal touch and powerful technologies

  • 34 years in business

  • Not a 1-800 relationship, dedicated service team

  • Fee-Only

A journey of a thousand miles must begin with a single step. Lao Tzu