Individual Wealth Management, Zero Computer Generated Plans
Secure Your Financial Future
With Holistic Financial Planning
24/7
Solving Complex Financial Situations
Providing Comprehensive Services
Serving Businesses, Physicians & Individuals
At Strategic Financial, we serve both individuals and their businesses, helping you navigate complex financial situations. Your business’s financial plan can dramatically impact your personal financial plan. Having one firm handle both, you will save time. You’ll also have a better understanding of how the two sides of your financial life affect each other, thus avoiding unnecessary costs and potentially eliminating gaps in your financial well-being strategy for improved success.
Caring for our clients and offering a comprehensive planning service takes time, though. We don’t work from computer-generated or templated plans. Instead we work closely with you to create a plan unique to your situation and goals. By the end of the process, you’ll know where you want to go and how you’ll get there.
Real financial security comes from expert knowledge. You provide the information, we do the work.
Meet Your Financial Planning Team
How Can We Help?
I have a question about:
Please contact:
Scheduling a Portfolio Review with Andrew
Diane or Karen
Updating information/data in my financial plan
Sally
Sending information for my upcoming portfolio review
Sally
Accessing my client portal and/or financial plan
Sally
My financial planning invoice
Karen
My portfolio/investment distributions
Sharon, Diane, Karen
Annuity inquiries or investment paperwork
Sharon, Diane, Karen
Getting my 1099s and other tax documents
Diane or Sharon
Something I received in the mail
Sharon, Diane, Karen
All other general account Inquiries
Sharon, Diane, Karen
An immediate / urgent need that impacts my plan
Diane
How Can We Help?
Here is a list of ways we can help you, just contact the corresponding team member and we will be glad to help!
Scheduling a Portfolio Review with Andrew?
Diane or Karen
Updating information/data in my financial plan?
Sally
Sending information for my upcoming portfolio review?
Sally
Accessing my client portal and/or financial plan?
Sally
My financial planning invoice?
Karen
My portfolio/investment distributions?
Sharon, Diane, Karen
Annuity inquiries or investment paperwork?
Sharon, Diane, Karen
Getting my 1099s and other tax documents?
Diane
Something I received in the mail?
Sharon, Diane, Karen
All other general account Inquiries?
Sharon, Diane, Karen
An immediate / urgent need that impacts my plan?
Diane
Meet Your Client Services Team
* Not registered with Osaic Wealth Inc. or Strategic Financial Services Corporation.
Our History
Vic Tedesco founded Strategic Financial Advisors in 1987 because he understood the value of holistic financial planning. He grew up in a single-parent household, and his mother’s envelope system for budgeting inspired his passion for financial planning that fits the individual. Working in comprehensive risk management with Connecticut General Corp., he recognized the need to offer clients a comprehensive planning experience that included risk assessment and financial planning—something that might help other families avoid financial constraints like those he’d experienced early in life.
In 2015, Vic recruited Andrew Leithe from a New York City–based private equity firm to be his successor. Over the years, Andrew partnered his hedge fund and private equity experience with Vic’s 30 years of experience in financial planning. In 2018, Vic retired, and Andrew became CEO.
Andrew has always had a passion for helping people navigate chaos and bringing them a sense of calm and stability. Outside of work, he has volunteered with and raised money for Meals on Wheels, Appalachian Service Project, and Heller Service Core, among others. He has supported victims of Hurricane Katrina and organized Valentine’s dances for people with intellectual disabilities.
Osaic Wealth Form CRS
Securities and investment advisory services are offered through Osaic Wealth, Inc., member FINRA/SIPC and a registered investment advisor. Additional investment advisory services offered through Strategic Financial Advisors Corporation, a registered investment advisor. Strategic Financial Advisors Corporation and Strategic Financial Services Corporation are not affiliated with Osaic Wealth, Inc.
This communication is strictly intended for individuals residing in states where the contracted representative is licensed. No offers may be made or accepted from any resident outside the specific state(s) the representative is registered. Current registered states: AZ, CA, CO, CT, DE, FL, GA, KY, MD, NJ, NM, NY, NC, PA, SC, TN, TX, VA. Please contact us to determine the states in which each representative is registered.
Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual’s personal circumstances.
To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances. Osaic Wealth, Inc. does not provide tax or legal advice.
These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. The company is not liable for any direct or indirect technical or system issues or any consequences arising out of your access to, or use of third-party technologies, websites, information, and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.