Our Story

Registered Investment Advisor, Strauss Financial Group, Inc. is proud to be celebrating over thirty years in business with a mission to Create and Preserve Wealth for Generations. We are honored to commemorate this landmark achievement as it represents our resilience in an ever-changing industry and the trust and personal relationships that we have developed over the years. To see the tangible results of our investment process and financial planning is extremely rewarding.

 

Since inception, our core values have remained the same- to act in the best interest of our clients and to offer full-service advisory services on a fee-based, non-transactional basis. Our wealth management services include strategic financial, retirement and estate planning, investment portfolio management, divorce and succession consulting, and insurance and long-term care.

 

- John and Heidi Strauss

Contact Us

2201 Cahaba Valley Drive, Ste. 200,

Birmingham, Alabama 35242

Phone: 205-967-9595
Fax: 205-967-9114

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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.

For further information, please review our Form ADV II (Disclosure Brochure), and our Investment Advisory Agreements for full disclosure.

 

© 2019 by Strauss Financial Group, Inc.

Investment Advisory Services provided 

A Registered Investment Advisor