Strauss Financial Group Celebrates 30 Years of Service

Updated: Dec 31, 2018



Registered Investment Advisor, Strauss Financial Group, Inc. is proud to be celebrating its 30th year in business. In May of 1988, Heidi and John Strauss opened their full-service financial advisory firm with the mission to create and preserve wealth for generations. One of the first financial husband-wife teams in Birmingham, their goal was to establish an independent, locally-owned, non-transaction based company and work for only one entity - their client.


“We are honored to celebrate this milestone since it represents our resilience in an ever-changing industry” says Heidi. “Our mission was to create a practice based on integrity, objective advice, open communication, and unsurpassed service, while maintaining a work-family balance. Fortunately, our clients embraced our vision.”


“While it is rewarding to look back on our accomplishments, it is even more exciting to look forward” says John. “As we work with our next generation of clients, we have also added our own second generation of top advisors, Arthur Strauss, CFP® and Josh VanFleteren, MBA to lead our company to the next level.”

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.

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

 

© 2019 by Strauss Financial Group, Inc.

Investment Advisory Services provided 

A Registered Investment Advisor