Strategic Financial Management

My wife and started working with SFM almost a year ago and we can't recommend them highly enough. They've helped us navigate everything from retirement income planning to estate planning coordination and tax-efficient investing--all with a level of clarity and professionalism that sets them apart. The aspect I value the most is that they're fiduciary advisors who always put our best interest first. Every recommendation is tailored to our goals and they take the time to explain in a way that makes sense. If you're looking for an advisor to feel more confident and safe with your investments, taxes, and legacy planning, Strategic Financial Management is the top choice in the CSRA. We are so grateful to have found a team we can truly trust.

My wife and I rolled over all of our old 401K plans, our brokerage account, and other assets over to the folks at SFM back in 2024. We should've done it way earlier. The entire team is fantastic. There are plenty of offices that say they're fiduciaries, but SFM does it better than anyone. They do more than portfolio management. They've put together a financial plan for our family, helped limit our tax liability, helped with estate planning, and insurance needs. They've got plenty of experience, but they're also younger and not knocking on the door of retirement like so many advisors so it feels like the relationship will only grow from here and be long term. Their communication is fantastic, but especially when the market had some volatility in April around tariffs. They were awesome. They don't run from communication. We couldn't be happier.

I have worked with Wes Sullivan for years now. He always explains things clearly for me to understand and listens to exactly what my long term goals are. He even took the time to call me to discuss my account when there was a drop in the market. It's hard to find good customer service like that. I would highly recommend Wes and the team at Strategic Financial.