Our Company

What We Do
Core Values
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Innovation
Always look to improve our talent, processes, and products. Be open to new ideas. -
Results
Commit to achieve the best outcomes for our clients. Continuously track and measure everything and use it to always be improving. Be proactive, not reactive. -
Teamwork
Work together to reach common goals. Mentor your peers. -
Integrity
Act professionally and positively. Build trust by doing what we say. Be upfront and communicate thoroughly. -
Opportunity
Reward results. Encourage individual growth. Recognize positive attitudes. -
Empathy
Be sensitive to clients’ difficult situations. Partner with the clients to change lives.
Awards & Accolades
Employee-Certified As A Great Place To Work
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95%
“People celebrate special events around here.”
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95%
“When you join the company, you are made to feel welcome.”
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95%
“People here are treated fairly.”
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91%
“Management is approachable, and easy to talk with.”
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90%
“I can be myself around here.”
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88%
“People care about each other.”

Our Culture

Feels Like Family
Attracting great talent is only half the challenge. We know that growing teams and nurturing the leaders of tomorrow is what will sustain us well into the future. We recognize the challenge, and work tirelessly each day to create a culture of diversity and inclusiveness, opportunity, and integrity; a workplace that our employees tell us "Feels Like Family".
Company Events
Strategic Dreams
Strategic Dreams is a unique and innovative program that allows the employee-owners of the company to submit dreams that they would like the company to help grant. The work we do on behalf of our clients is incredibly important and we believe that we should also do good on behalf of our team.
Strategic Dreams allows us to meaningfully give back to our hard-working teams. Each quarter, we grant dreams such as help with engagement rings, all-expense vacations, home remodeling, tuition payment, and many more.
Strategic dreams is in its fourth year and has granted over 170 dreams.
Meet Our Dreamers
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Antoine Washington
A New TV For His "Man Cave"
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Alex Carroll
A Puppy
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AJ Jabaji
A trip for his terminally-ill father
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Kayla Lobell
A trip to Disney with her son
Giving Back
The help we provide at Strategic does not end with our clients. We believe in serving the broader community and have contributed to a wide range of important causes. We are constantly incorporating feedback from the Strategic Family about other opportunities to make an impact together.
Our Charity Partners:
Our Benefits

A Diverse Work Environment
We are committed to maintaining a culture of inclusiveness, diversity, and respect for all of our employees regardless of race, religion, gender, sexual identity, or cultural background. We recognize that the diversity of our team mirrors the diversity of our clients, which helps us more effectively understand their financial challenges and meet their needs. Below are just a few things we do to support and grow a culture of diversity and respect.
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61% Minorities
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39% Female
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33% Women Executives
Generous Compensation Plans
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Great Salary
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Employee Ownership
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Gym Membership Contribution
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Paid Time Off
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401K Matching
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Health Insurance Contribution
Other Perks & Programs
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Frequent Networking Events & Opportunities
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Incentive Bonus Vacations
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Theme Days With Food & Prizes
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Free Hot Beverages
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Free Monthly Breakfasts
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Wellness Wednesdays
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Meditation & Massage Therapy Room
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Discount Event Ticket Sales
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Cupcake Tuesdays
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Arcade & Game Room
Join Our Team

Strategic Financial Solutions has grown to over 800 employee-owners by harnessing the boundless desire of people who care as much about each other as they do for our clients and want to be part of growth opportunities that exist only at truly innovative companies.
Strategic fundamentally believes in rewarding the hard workers who strive to reach their full potential and have a great time doing it.
If building a rewarding career in a fast-paced, family environment with a nationally recognized leader in the financial services industry sounds interesting, we want to hear from you.
Leadership

Meet Our Team
In the Press
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December 16, 2020
Strategic Financial Solutions Raises Over $1,800 to Benefit the Movember Foundation
Read More
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November 05, 2020
Strategic Financial Solutions Raises Over $3,000 To Support Breast Cancer Research
Read More
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October 16, 2020
Strategic Financial Solutions Raises Over $2,200 in Honor of National Suicide Prevention Month
Read More