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Step 1:
Fill Out The Form

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Step 2:
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Feel understood. A Certified Financial Planner will have a personalized conversation listening to your financial situation and future goals.

Step 3:
Get A Custom Financial Plan

After listening to your financial situation and future goals, our advisors will put together a personalized road map for your financial success.

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FAQs About Finance Strategists’ Services


A financial advisor usually charges a fee-only payment package centered around a small cut of a client’s assets under management such as one percent.
A financial advisor helps clients improve their financial health through various methods ranging from financial advice to direct money management.
A good rule of thumb is to seek out a financial advisor when you can save around 20 percent of your income.
Research not just what other clients say about the advisor but also what his or her qualifications and services are.

Financial Advisor Locations

West

Alameda, CA
Alamo, CA
Aliso Viejo, CA
Anaheim, CA
Auburn, CA
Bakersfield, CA
Banning, CA
Belmont, CA
Berkeley, CA
Brea, CA
Brisbane, CA
Burbank, CA
Burlingame, CA
Calabasas, CA
Camarillo, CA
Campbell, CA
Carlsbad, CA
Carpinteria, CA
Chico, CA
Claremont, CA
Concord, CA
Corona, CA
Coronado, CA
Costa Mesa, CA
Culver City, CA
Cupertino, CA
Cypress, CA
Dana Point, CA
Danville, CA
Davis, CA
Del Mar, CA
El Cajon, CA
El Cerrito, CA
El Segundo, CA
Encinitas, CA
Escondido, CA
Eureka, CA
Fair Oaks, CA
Fairfield, CA
Folsom, CA
Foster City, CA
Fremont, CA
Fresno, CA
Fullerton, CA
Glendale, CA
Goleta, CA
Granite Bay, CA
Hollister, CA
Indian Wells, CA
Irvine, CA
Jackson, CA
Kentfield, CA
La Mesa, CA
Lafayette, CA
Lake Forest, CA
Larkspur, CA
Livermore, CA
Lodi, CA
Long Beach, CA
Los Altos, CA
Los Gatos, CA
Menlo Park, CA
Mill Valley, CA
Modesto, CA
Montecito, CA
Monterey, CA
Moraga, CA
Napa, CA
Novato, CA
Oakhurst, CA
Oakland, CA
Ontario, CA
Orange, CA
Orcutt, CA
Orinda, CA
Pacifica, CA
Palo Alto, CA
Pasadena, CA
Petaluma, CA
Piedmont, CA
Pleasanton, CA
Poway, CA
Redding, CA
Redlands, CA
Riverside, CA
Rocklin, CA
Roseville, CA
Sacramento, CA
San Carlos, CA
San Diego, CA
San Gabriel, CA
San Jose, CA
San Marcos, CA
San Mateo, CA
San Rafael, CA
San Ramon, CA
Santa Ana, CA
Santa Clara, CA
Santa Cruz, CA
Santa Rosa, CA
Saratoga, CA
Sausalito, CA
Seal Beach, CA
Sebastopol, CA
Simi Valley, CA
Sonoma, CA
St. Helena, CA
Stockton, CA
Templeton, CA
Tiburon, CA
Torrance, CA
Turlock, CA
Tustin, CA
Vista, CA
Walnut, CA
Whittier, CA
Woodside, CA
Yolo County, CA
Yorba Linda, CA
Yuba City, CA

Midwest

Aurora, IL
Bannockburn, IL
Barrington, IL
Batavia, IL
Bloomington, IL
Burr Ridge, IL
Champaign, IL
Chicago, IL
Cook County, IL
Decatur, IL
Deer Park, IL
Deerfield, IL
Des Plaines, IL
East Dundee, IL
East Peoria, IL
Edwardsville, IL
Elmhurst, IL
Evanston, IL
Frankfort, IL
Geneseo, IL
Geneva, IL
Glen Carbon, IL
Glen Ellyn, IL
Glenview, IL
Hillside, IL
Hinsdale, IL
Itasca, IL
Joliet, IL
Kane County, IL
La Grange, IL
Lake Bluff, IL
Lake County, IL
Lake Forest, IL
Libertyville, IL
Lincolnshire, IL
Lincolnwood, IL
Lisle, IL
Lombard, IL
Loves Park, IL
Mokena, IL
Moline, IL
Morton, IL
Naperville, IL
Niles, IL
Northbrook, IL
Northfield, IL
O’Fallon, IL
Oak Brook, IL
Oak Park, IL
Orland Park, IL
Palatine, IL
Peoria, IL
Robinson, IL
Rock Island, IL
Rockford, IL
Rosemont, IL
Schaumburg, IL
Skokie, IL
Springfield, IL
St. Charles, IL
Swansea, IL
Urbana, IL
Vernon Hills, IL
Warrenville, IL
Waukegan, IL
Westchester, IL
Wheaton, IL
Will County, IL
Wilmette, IL
Winnetka, IL

Southwest

Abilene, TX
Addison, TX
Allen, TX
Amarillo, TX
Argyle, TX
Arlington, TX
Austin, TX
Beaumont, TX
Bedford, TX
Bell County, TX
Bellaire, TX
Bellville, TX
Boerne, TX
Bryan, TX
Cedar Park, TX
Colleyville, TX
Conroe, TX
Coppell, TX
Corsicana, TX
Dallas, TX
Denton, TX
Eastland, TX
El Paso, TX
Ellis County, TX
Fort Worth, TX
Frisco, TX
Fulshear, TX
Galveston, TX
Grapevine, TX
Harlingen, TX
Heath, TX
Houston, TX
Irving, TX
Katy, TX
Keller, TX
Lakeway, TX
Laredo, TX
League City, TX
Lewisville, TX
Lubbock, TX
Magnolia, TX
Mansfield, TX
McKinney, TX
Midland, TX
Plano, TX
Prosper, TX
Richardson, TX
Richmond, TX
Rockwall, TX
Salado, TX
San Angelo, TX
San Antonio, TX
Southlake, TX
Spring, TX
Stafford, TX
Sugar Land, TX
Taylor, TX
Texarkana, TX
Tomball, TX
Victoria, TX
Waco, TX
Weatherford, TX
Westlake, TX

Northeast

Airmont, NY
Albany, NY
Armonk, NY
Auburn, NY
Babylon, NY
Bay Shore, NY
Binghamton, NY
Bohemia, NY
Brewster, NY
Bronxville, NY
Buffalo, NY
Cambridge, NY
Camillus, NY
Cazenovia, NY
Centereach, NY
Chappaqua, NY
Chatham, NY
Cobleskill, NY
Cohoes, NY
Cold Spring, NY
Commack, NY
Corning, NY
Dansville, NY
East Aurora, NY
Elmira, NY
Erie County, NY
Fairport, NY
Fayetteville, NY
Fishkill, NY
Florida, NY
Garden City, NY
Glen Cove, NY
Glen Head, NY
Glens Falls, NY
Goshen, NY
Great Neck, NY
Harrison, NY
Hauppauge, NY
Hicksville, NY
Holbrook, NY
Horseheads, NY
Huntington, NY
Inwood, NY
Irvington, NY
Islandia, NY
Ithaca, NY
Jericho, NY
Katonah, NY
Kings Park, NY
Lake Placid, NY
Lakeville, NY
Larchmont, NY
Liverpool, NY
Lockport, NY
Lynbrook, NY
Mahopac, NY
Manhasset, NY
Marcellus, NY
Medford, NY
Melville, NY
Millbrook, NY
Mineola, NY
Montebello, NY
Nesconset, NY
New Paltz, NY
New York, NY
Newburgh, NY
Nyack, NY
Pawling, NY
Pearl River, NY
Pelham, NY
Pittsford, NY
Rensselaer, NY
Riverhead, NY
Rochester, NY
Rocky Point, NY
Rome, NY
Roslyn, NY
Rye Brook, NY
Rye, NY
Sag Harbor, NY
Scarsdale, NY
Scotia, NY
Smithtown, NY
Staatsburg, NY
Suffern, NY
Syosset, NY
Syracuse, NY
Tarrytown, NY
Troy, NY
Uniondale, NY
Utica, NY
Valhalla, NY
Victor, NY
Webster, NY
Westbury, NY
Williamsville, NY
Woodbury, NY
Woodstock, NY
Allentown, PA
Allison Park, PA
Ardmore, PA
Audubon, PA
Beaver, PA
Berwyn, PA
Bethlehem, PA
Blair County, PA
Blue Bell, PA
Bridgeville, PA
Bryn Mawr, PA
Butler, PA
Camp Hill, PA
Canonsburg, PA
Carlisle, PA
Collegeville, PA
Delmont, PA
Devon, PA
Dillsburg, PA
Doylestown, PA
Easton, PA
Erie County, PA
Erie, PA
Exton, PA
Feasterville, PA
Greensburg, PA
Hanover, PA
Harleysville, PA
Harmony, PA
Harrisburg, PA
Hermitage, PA
Horsham, PA
Indiana, PA
Irwin, PA
Jenkintown, PA
Jessup, PA
Johnstown, PA
Kingston, PA
Lancaster, PA
Lebanon, PA
Lemont, PA
Lemoyne, PA
Leola, PA
Lewisburg, PA
Ligonier, PA
Malvern, PA
McMurray, PA
Media, PA
Milford, PA
Monroeville, PA
Mount Joy, PA
New Hope, PA
Newtown, PA
Oakmont, PA
Paoli, PA
Philadelphia, PA
Phoenixville, PA
Pittsburgh, PA
Reading, PA
Scranton, PA
Sewickley, PA
Silverdale, PA
Trevose, PA
Washington, PA
Williamsport, PA
Wyomissing, PA
Yardley, PA
York County, PA
York, PA

Southeast

Aventura, FL
Bay County, FL
Boca Raton, FL
Bradenton, FL
Casselberry, FL
Celebration, FL
Chiefland, FL
Clay County, FL
Clearwater, FL
Destin, FL
Fort Myers, FL
Gainesville, FL
Holly Hill, FL
Hollywood, FL
Jacksonville, FL
Jupiter, FL
Lady Lake, FL
Lake County, FL
Lake Mary, FL
Lake Worth, FL
Lakeland, FL
Largo, FL
Lee County, FL
Leon County, FL
Lutz, FL
Maitland, FL
Miami, FL
Naples, FL
Ocala, FL
Ocoee, FL
Orlando, FL
Palm Beach, FL
Palm Coast, FL
Pensacola, FL
Plantation, FL
Polk County, FL
Rockledge, FL
Sarasota, FL
Sebring, FL
South Miami, FL
Stuart, FL
Tallahassee, FL
Tampa, FL
Tavares, FL
The Villages, FL
Trinity, FL
Valrico, FL
Venice, FL
Vero Beach, FL
Wellington, FL
Weston, FL
Winter Park, FL

Who We Serve