Strategic Financial Group

What Strategic Financial Group does

Strategic Financial Group, Inc. (SFG) is a privately held independent financial services firm founded in 2004 and headquartered in Chicago, Illinois, with a secondary office in Naperville. The firm operates as a broker-dealer and investment advisory practice providing customized financial planning and investment management services to two client segments: Individual Clients (families, entrepreneurs, executives, and working professionals seeking private wealth management, asset allocation, retirement planning, estate planning, life and disability insurance, long-term care, and college planning) and Business Clients (small businesses and corporate clients requiring retirement plan advisory, executive benefits, key person insurance, business overhead protection, and group benefits). The firm is led by President Stan Lovelace and operates as a team of approximately 18+ credentialed financial professionals (CLU, ChFC, LUTCF, RHU, LTCP) with deep individual tenures in the industry.

SFG generates revenue through advisory fees, commissions on financial and insurance products (life, disability, long-term care, annuities), and asset-based fees for investment management services. Securities are distributed through a core affiliation with The O.N. Equity Sales Company, a FINRA/SIPC member broker-dealer based in Cincinnati, Ohio, with investment advisory services delivered through O.N. Investment Management Company. The firm also operates Strategic Financial Brokerage Services, a marketing and practice management platform offering independent advisors contracts with top carriers and sales support, and affiliates with Robert Slayton & Associates, Inc. for specialized health insurance expertise.

The go-to-market model is consultative and relationship-based: advisors conduct face-to-face financial planning engagements addressing retirement, estate, risk management, tax, and wealth accumulation needs, supported by an extensive content marketing presence (resource center with articles, videos, calculators, a 200+ entry financial glossary, and a tax resources center). The firm has no disclosed funding rounds, no known acquisition activity, no patents, and no disclosed proprietary technology platform beyond standard financial planning tools and digital content assets. Geographic reach is confined to Illinois with no stated multi-state expansion.

Name

Strategic Financial Group

Legal name

Strategic Financial Group, Inc.

Website

https://stgfin.com

Company type

Private

Founded year

2004

Operating status

Operating

Headcount range

11–50 employees

Short description

Strategic Financial Group is a privately held, independent financial advisory firm in Chicago and Naperville, Illinois, providing wealth management, retirement, estate, insurance, and business benefits planning to individual families, entrepreneurs, executives, and small businesses through a team of credentialed advisors.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940), Pension Funds (52511)

SIC

Investment Advice (6282), Life Insurance (6311)

akta.pro primary industry

Comprehensive Financial Planning (FSAEAAAA)

akta.pro secondary industries

Business Owner & Executive Financial Planning (FSAEAAAO), Employer Retirement Plan Advisory (401(k)/Pension) (FSAEABAE), Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

Keywords

• Financial advisory services
• Wealth management services
• Retirement planning services
• Estate planning services
• Insurance planning services

Headquarters

HQ city

Chicago

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Financial Advisory and Planning Services: Revenue is generated through advisory fees, commissions on financial products (insurance, annuities, investments), and potentially asset-based fees for investment management services. The firm also earns compensation through The O.N. Equity Sales Company for securities transactions.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Strategic Financial Group is a privately held financial services firm that delivers customized financial planning, investment management, retirement planning, estate planning, and insurance (life, disability, long-term care) solutions to families, entrepreneurs, executives, professionals, and small/medium-sized businesses through a team of independent financial advisors. The firm also provides corporate retirement plan advisory, executive benefits, key person benefits, and group benefits for business clients, with securities offered through The O.N. Equity Sales Company (Member FINRA/SIPC) and investment advisory services through O.N. Investment Management Company.

Product overview

Strategic Financial Group, Inc. (SFG) is a financial services firm operating as a broker-dealer and investment advisory firm. The company offers a comprehensive suite of financial planning and investment management services organized around two primary client segments: Individual Clients and Business Clients. For individuals, the core offerings include Private Wealth Management Services, Investment Services with Asset Allocation, Financial Planning, Risk Management Services, Life Insurance Planning, Income Protection (disability insurance), Long Term Care, Estate Planning, and College Planning. For business clients, services encompass Retirement Plan Advisory Services, Retirement Plan Design, Risk Management, Executive Benefits, Key Person Benefits, Business Overhead Protection, and Group Benefits. The company also operates Strategic Financial Brokerage Services as a marketing and practice management platform for independent advisors. Through its affiliate network, including Robert Slayton & Associates, the firm provides specialized health insurance expertise. Supporting digital tools include Financial Calculators, a Financial Glossary with over 200 entries, and a Tax Resources Center. Securities and investment advisory services are provided through affiliations with The O.N. Equity Sales Company and O.N. Investment Management Company.

Differentiator

Problem solved

Functional benefit

Products and services

• Private Wealth Management Services Comprehensive wealth management services for individuals and families covering investment management and financial planning tailored to each client's situation.
• Investment Services Investment advisory and brokerage services that help clients pursue financial goals aligned with their risk tolerance and time horizon through multiple investment vehicles.
• Asset Allocation Strategic allocation of funds across asset classes aimed at optimal returns at specified risk levels, using mathematical analysis of historical performance to project future risk and return.
• Financial Planning Comprehensive financial planning services addressing retirement goals, college savings, debt management, and long-term financial objectives through customized strategies.
• Risk Management Services Insurance-based risk management solutions protecting families from the financial consequences of unexpected events, including personal insurance, liability insurance, and life insurance.
• Life Insurance Planning Planning services for life insurance including term, whole life, universal life, and variable universal life policies designed to protect families financially.
• Income Protection Disability income insurance that pays a portion of the insured's income when a disability makes working uncomfortable, painful, or impossible.
• Long Term Care Insurance covering medical and non-medical services for chronic illness or disability, including nursing home care, in-home assistance, assisted living, and adult day care.
• Estate Planning Estate planning services that help clients manage their affairs during their lifetime and control distribution of wealth after death, including trust creation and beneficiary designation strategies.
• College Planning Education savings strategies including 529 plans, Coverdell ESAs, and other vehicles to help families save for future college expenses.
• Retirement Plan Advisory Services Advisory services for business retirement plans including plan design, implementation, and ongoing participant education programs.
• Executive Benefits Executive compensation and benefit programs including deferred compensation, split-dollar plans, and key person insurance.
• Key Person Benefits Company-owned insurance designed to cover the costs of replacing key employees if they die or become disabled.
• Business Overhead Protection Coverage for business operating expenses during disability, including rent, utilities, salaries, and other overhead costs.
• Group Benefits Employee group benefit programs including health insurance, life insurance, and other workplace benefits for employers and their teams.
• Strategic Financial Brokerage Services Marketing and practice management services for insurance and financial advisors, offering carrier contracts, sales support, and business development based on 30+ years of industry experience (SFG Inc. Advisor Opportunity).
• Financial Calculators Online calculators covering retirement, investment, insurance, tax, and estate planning tools to help clients assess their financial situations.
• Financial Glossary Educational resource with over 200 entries explaining various financial concepts, ideas, and strategies for client education.
• Tax Resources Center Online tax tools including a tax calendar, downloadable IRS forms, publications, and tax rate tables for federal marginal income tax rates.

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Three partnerships are on record, tiered core and minor.

• The O.N. Equity Sales CompanycoreChannel Partner/ Reseller/ DistributorSecurities offered through The O.N. Equity Sales Company, Member FINRA/SIPC. The firm is a Cincinnati, Ohio-based broker-dealer providing securities distribution services. One Financial Way, Cincinnati, Ohio 45242.
• O.N. Investment Management CompanycoreChannel Partner/ Reseller/ DistributorInvestment advisory services offered through O.N. Investment Management Company, affiliated with The O.N. Equity Sales Company.
• Robert Slayton & Associates, Inc.minorOthersAffiliated company led by Robert C. Slayton, a Licensed Insurance Agent and Health Insurance Specialist. Specializes in health insurance and group benefits with expertise in the Affordable Care Act.

Scale indicators1 record

Recent moves6 records

Expansion highlights4 records

Direct peers

• Cambridge Investment Research: Independent broker-dealer and RIA platform supporting independent financial advisors with practice management, carrier access, and back-office support — directly comparable to SFG's advisor-supported independent model.
• Carson Group: Wealth management firm that partners with independent advisors, offering coaching, technology, and back-office services; highly comparable to SFG's team-based advisor support model.
• Cetera Financial Group: Network of independent financial advisors offering investment, retirement, and insurance solutions through affiliated broker-dealers — comparable service mix and independent-advisor distribution model.
• Commonwealth Financial Network: Independent broker-dealer and RIA supporting financial advisors with comprehensive planning, investment, and insurance services — directly analogous to SFG's holistic offering for individuals and businesses.
• Advisor Group: Broker-dealer and wealth management platform serving independent financial professionals with planning, insurance, and investment capabilities — comparable independent-advisor ecosystem.
• Mariner Wealth Advisors: National RIA offering comprehensive financial planning, investment management, and family-office services to individuals and businesses — comparable holistic model targeting similar client segments.
• Wealth Enhancement Group: Independent wealth management firm providing comprehensive financial planning, retirement, tax, and investment services — directly comparable in offering breadth and target-client profile.

Broad incumbents

• Northwestern Mutual: Large incumbent offering life insurance, investment, and financial planning through a career advisor force — comparable product breadth (life insurance, long-term care, retirement planning) but vastly larger scale and captive distribution.
• MassMutual: Major mutual insurance and wealth management firm with comprehensive retirement, life insurance, and investment products distributed through advisors — overlapping with SFG's insurance-and-investment mix at much larger scale.
• Ameriprise Financial: Diversified financial services company providing financial planning, investments, insurance, and retirement solutions through a national advisor network — overlapping service set with SFG but at a national, publicly-traded scale.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/profile.php

Revenue estimate

Valuation estimate

Number of profiles

Profiles18 records

Subsidiaries1 record

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 Group