James H. Lee, CFA, CMT, CFP. StratFI offers a dynamic, forward-looking alternative to the run-of-the-mill investing approach provided by most financial planning firms. Through our expert analysis of developing trends, we believe we are able to pinpoSee More...
We provide integrated financial planning and investment advisory services on a strict Fee-Only basis. What sets us apart?
Our expereince - Established 1983
Our training - CFPs, CPAs, PFS
Our recognition - Worth, Mutual Funds, Wealth Manager, top ... See More
Donald Nicholson, Sr., AAMS
Donald W. Nicholson & Associates, Ltd. specializes in wealth management, retirement planning and comprehensive financial planning. Our philosophy takes a Holistic approach, looking at all aspects of a client’s personal l ... See More
Joan Sharp, CAP, CFP, ChFC, MSFS, Other, RLP
Life is about change, and when life changes money changes. Change can be stressful for individuals and families. People and families experiencing significant change can easily be overwhelmed and operate ... See More
Susan Lehnerd, CDFA, CFP, MBA
Whether you are seeking financial planning, investment management, or both, we are ready to lend a hand.
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