Strittmatter Wealth Management Group is a fee-based, fiduciary-focused firm specializing in retirement planning, estate planning, investment management, and more. As one of the leading independent wealth management groups in the nation, we serve individuals, families, and retirees by providing personalized strategies, education, and long-term guidance to help clients make informed decisions, reduce financial stress, and build a future they can feel confident about.
Our team comprises experts across various fields, ensuring a comprehensive client experience guided by relationships, education, and a commitment to transparency and long-term relationships.
Personalized, client-first approach
Strong focus on financial education
Team-based strategy for comprehensive planning
Commitment to transparency and long-term relationships
Community-centered philosophy
Services
Financial Planning
Comprehensive financial planning services tailored to individual and family needs, including retirement, investment, and estate planning.
Strittmatter Business Planning™ provides business education and planning services for companies of any size to help reach the next level of growth and to become what we call "Sell-Ready". We ensure that your business will receive the best advice to help you achieve your goals.
Business educationGrowth planningSell-Ready strategy
Investment Management
Strittmatter Wealth Management Group offers comprehensive investment management services, including personalized portfolio construction and ongoing monitoring.
We specialize in retirement packages of key companies, providing tools to make smart financial decisions for employee benefits.
Expertise in major company retirement plansCustomized benefit analysisStrategic planning for employee financial well-being
Credentials & Certifications
CERTIFIED FINANCIAL PLANNER™
Since 2010
Chartered Retirement Plans Specialist (CRPS)
Since 2015
Reviews
Rating
5
★★★★★
Reviews
148
"They are efficient, client friendly, and highly ethical."
Frequently Asked Questions
What is a fiduciary? +
A fiduciary is a financial professional legally and ethically bound to act in their clients’ best interests at all times, providing objective and tailored advice.
How does Strittmatter Wealth Management Group differ from other financial advisors? +
Strittmatter Wealth Management Group distinguishes itself through a personalized, client-first approach, a strong focus on financial education, a team-based strategy for comprehensive planning, a commitment to transparency and long-term relationships, and a community-centered philosophy.
What services does Strittmatter Wealth Management Group offer? +
The firm offers financial planning, estate planning, investment management, employee benefits planning, and business planning services, all delivered by fiduciary advisors committed to client education and long-term success.
5.0
