What Strategic Financial Partners does

Strategic Financial Partners is a privately held financial services firm headquartered in Memphis, Tennessee, founded in 2006. The firm provides personal financial advisory services spanning four interlocking practice areas: retirement planning, wealth management, asset protection, and estate planning. The organization employs between 101 and 250 people, consistent with a mid-sized independent advisory practice rather than a national broker-dealer or wirehouse franchise.

A reference to a Form 13F filing suggests Strategic Financial Partners operates (or has operated) as a registered investment advisor with reportable equity securities holdings, implying an AUM-based fiduciary component alongside its planning services. The firm's product surface is service-led rather than technology-led — no proprietary technology, software platform, or digital product is disclosed in the available data, and the corporate website is currently behind a verification/loading screen that prevents direct confirmation of service details or pricing.

The business model is not directly disclosed, but a multi-disciplinary advisory firm of this size typically generates revenue through a combination of asset-based fees on managed AUM, flat or hourly planning fees, and commissions or fees on insurance and asset-protection products. No pricing tiers, customer segments, named clients, partnership ecosystem, or geographic footprint beyond Memphis are documented in the source material, materially limiting the depth of any operational or commercial inference.

Name

Strategic Financial Partners

Website

https://strategicfinancialpartners.com

Company type

Private

Founded year

2006

Headcount range

101–250 employees

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Comprehensive Financial Planning (FSAEAAAA)

akta.pro secondary industries

Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail) (FSAAAAAJ), Estate & Legacy Planning Advisory (FSAEAAAG)

Keywords

• Retirement planning
• Wealth management
• Asset protection
• Estate planning
• Financial advisory services

Headquarters

HQ city

Memphis

HQ country

United States

HQ region

North America

Markets served

GTM type

B2C

Offering type

Services

Core offering

Strategic Financial Partners delivers retirement planning, wealth management, asset protection, and estate planning solutions to individuals and families. The firm functions as a financial advisory practice that helps clients organize, grow, and preserve personal wealth across life stages.

Differentiator

Problem solved

Functional benefit

Products and services

• Retirement Planning
• Wealth Management
• Asset Protection
• Estate Planning

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves2 records

Expansion highlights2 records

Direct peers

• Creative Planning: Large independent RIA offering retirement, wealth, estate, and tax planning to individuals and families—directly comparable multi-disciplinary advisory model, though at much greater scale.
• Mariner Wealth Advisors: National wealth advisory firm providing retirement, estate, and asset protection planning to HNW clients; closely mirrors Strategic Financial Partners' service mix and target segment.
• Mercer Advisors: RIA delivering comprehensive financial planning, retirement, and estate services to HNW households; comparable in offering breadth and target client profile.
• Ronald Blue Trust: Faith-based wealth advisory firm offering retirement, investment, tax, and estate planning—directly comparable service stack serving individuals and families.
• CAPTRUST: Independent RIA providing investment advisory, retirement plan, and wealth planning services to individuals and institutions; comparable in advisory focus and multi-segment offering.

Broad incumbents

• Carson Group: Large RIA platform supporting independent advisors with wealth, retirement, and estate solutions; overlapping offerings but operates a partner-firm model rather than a single captive practice.
• Hightower Advisors: Wealth management platform aggregating independent advisor practices that offer retirement, investment, and estate planning; competes for the same mid-market advisor talent pool.
• Edelman Financial Engines: Large-scale financial planning and wealth management firm with strong retirement-plan advisory roots; comparable service mix but significantly larger national footprint.
• Wealth Enhancement Group: National wealth management platform built through advisor acquisitions, offering retirement, estate, and asset protection planning; competes for the same Mid-South HNW and retirement-aged client base.

Regional players

• Argent Financial Group: Mid-South-based trust, wealth, and asset management firm operating across the Southeast; serves a similar regional HNW and retirement client segment as Strategic Financial Partners.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks4 records

Key highlights5 records

Customer concentration

• Xx.com/strategicfinan2

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Strategic Financial Partners