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

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