Strada
Strada Financial Group is a privately held, SEC-registered investment advisory firm in Fairview, Oregon that delivers integrated tax, investment management, financial planning, and consulting services to individuals, families, and small-to-midsize businesses in the Pacific Northwest and Mountain West.
- Company typePrivate
- Founded1977
- HeadquartersFairview, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Strada does
Strada Financial Group, LLC is a privately held, SEC-registered investment advisory firm headquartered in Fairview, Oregon, with a satellite office in Utah. Founded in 1977 by Stan Hardy as a tax preparation practice and reorganized under its current name in 2019, the firm serves individuals, families, and small-to-midsize businesses in the Pacific Northwest and Mountain West. It positions itself around an integrated tax-plus-investment model delivered by a small team of dual-credentialed professionals (CPAs and CFPs), led by CEO Brian Harris.
The firm offers six core service lines: Investment Management, Financial Planning (the proprietary Strada Life Plan covering four life phases), Tax Advising (individual, business, estate, and trust returns), Consulting (including personal CFO work and M&A support), Real Estate Investments (Non-Traded REITs, Delaware Statutory Trusts, Qualified Opportunity Zones, 1031 exchanges), and 401(k) Rollover advisory. Its underlying technology is largely composed of third-party platforms — SEI provides custody and asset management technology, and eMoney Advisor powers the My Financial Dashboard client portal — augmented by proprietary service methodologies branded as "Taximizing" and "Integrated Wealth Strategies."
Strada generates revenue through recurring investment management fees, financial planning retainers, and project-based professional services fees for tax, consulting, and real estate advisory work. Pricing is not publicly disclosed; the firm offers free initial consultations and frames its pricing as mid-market. Distribution is direct and sales-led, relying on free consultations, content marketing through its website, organic social presence (Facebook, LinkedIn), and long-tenured client referrals — with no formal channel partnerships. The firm reports serving thousands of clients over its 40+ year history and is led by Brian Harris, who joined from prior roles at a large CPA firm in Portland and a large asset management firm.
Strada firmographics
Firmographics- Name
- Strada
- Legal name
- Strada Financial Group, LLC
- Website
- https://stradafg.com
- Company type
- Private
- Founded year
- 1977
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Strada Financial Group is a privately held, SEC-registered investment advisory firm in Fairview, Oregon that delivers integrated tax, investment management, financial planning, and consulting services to individuals, families, and small-to-midsize businesses in the Pacific Northwest and Mountain West.
- Ownership category
- akta.pro rank
Strada industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Retirement Income Planning & Decumulation Advisory (FSAEABAD)
- akta.pro secondary industry
- Expense Tracking & Financial Dashboards (FSAGADAB)
Keywords
Where Strada is headquartered
LocationHeadquarters
- HQ city
- Fairview
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Strada business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Investment Management Fees: Ongoing management of client investment portfolios including asset allocation, diversification, rebalancing, and tax-efficient strategies
- Tax Preparation and Advisory: Tax return preparation for individuals and businesses (S-Corporations, C-Corporations, Sole Proprietors, Partnerships, Non-Profits, LLCs) plus ongoing tax advisory services
- Business Consulting: Strategic consulting services for SMBs including financial analysis, ROI evaluation, acquisitions/divestitures support, and personal CFO services for individuals
- Financial Planning: Strada Life Plan development and ongoing financial planning services covering all life phases from learning through exploring
- Real Estate Investment Advisory: Advisory on non-traded REITs, private placements (Delaware Statutory Trusts), Qualified Opportunity Zones, and 1031 exchanges
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Pay-as-you-go | Free initial consultation |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels4 records
Strada product offering
Product offeringCore offering
Strada Financial Group is a Registered Investment Adviser providing integrated wealth management that combines investment management, comprehensive financial planning (the Strada Life Plan), tax preparation and advisory, business and personal CFO consulting, alternative real estate investment advisory, and 401(k) rollover guidance. Services are delivered by a team of credentialed CPAs and CFPs to individuals, families, and small-to-midsize businesses, with the proprietary "Taximizing" methodology embedding tax planning across every engagement.
Product overview
Strada Financial Group is a Registered Investment Adviser offering integrated wealth management services that combine tax expertise with financial planning and investment management. The company provides a portfolio of services including Investment Management, Financial Planning (Strada Life Plan), Tax Advising, Consulting, Real Estate Investments, and 401(k) Rollover services. The Strada Life Plan serves as the core planning framework covering four life phases. Client-facing digital tools include My Financial Dashboard, Electronic Tax Organizer, Tax Document Portal, and Secure File Transfer. Alternative investment offerings include Non-Traded REITs, Private Placements through Delaware Statutory Trusts, Qualified Opportunity Zones, and 1031 Exchanges.
Differentiator
Problem solved
Functional benefit
Products and services
- Investment Management Professional asset management services including assessment of financial situation, investment strategies, account management, and employer retirement plan administration. Designed for individuals, families, and businesses seeking ongoing portfolio oversight.
- Strada Life Plan Comprehensive life planning service covering four phases (Learning, Growing, Maturing, Exploring) that integrates financial goals with life aspirations; available as a standard plan or with estate planning add-on. Designed for individuals and families making major life-stage financial decisions.
- 401(k) Rollover Advisory Guidance on 401(k) rollover options when changing jobs, covering four choices: keep with former employer, cash out, roll to IRA, or roll to new employer's plan. Targeted at individuals transitioning employers or retiring.
- Tax Advising Tax planning and preparation services including individual returns, business returns (S-Corps, C-Corps, LLCs, Sole Props, Partnerships, Non-Profits), and estate & trust taxes, with integrated tax-minimization strategies. Built around the proprietary "Taximizing" approach for individuals, families, and businesses.
- Consulting (Business & Personal CFO) Business and personal CFO consulting services including strategic partnering, acquisitions and divestitures support, project support, investment analysis, and family/individual financial management. Targeted at SMB owners and individuals who need outsourced high-level financial guidance.
- Real Estate Investments Alternative real estate investment advisory covering Non-Traded REITs, Private Placements (Delaware Statutory Trusts), Qualified Opportunity Zones, and 1031 Exchanges. Designed for individuals and families seeking passive real estate ownership exposure.
Quantifiable outcome
- Clients served for over 40 years with thousands of individuals, families and businesses
Companies that use Strada
Customer profileNamed customers4 records
Segments4 records
Ideal customer profiles3 records
Strada technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
Strada partnerships and signals
Strategic signalPartnerships
Five partnerships are on record, tiered core and minor.
- SEIcoreGlobal company delivering technology and investment solutions for the financial services industry. SEI Private Trust Company maintains custody of all client assets, held separately in client names. Provides deep investment expertise, cutting-edge investment strategies and products, world-class asset management technology, and ongoing commitment to research. SEI has approximately 4,000 employees dedicated to wealth technology and investment solutions.
- Inland Real EstateminorInland Real Estate Group of Companies, Inc. has been in business for over five decades, and is one of the nation's largest commercial real estate companies. Inland member companies have owned and managed hundreds of millions of square feet of commercial property. Provides real estate investment opportunities for clients.
- CNL Financial GroupminorPrivate investment management firm providing real estate and alternative investments to the broker-dealer and institutional investment communities. Since inception in 1973, CNL and/or its affiliates have formed or acquired companies with more than $34 billion in assets. CNL Strategic Capital owns private companies and seeks to provide long-term growth and monthly income.
- eMoney AdvisorcoreWealth management platform providing clients access to monitor activity, track progress toward goals, evaluate spending, and view unified real-time portfolio. Helps advisors provide clear picture of client financial positioning and goal progress.
- Avantax Wealth ManagementcorePartnership formed in 2003 to offer wealth management and financial planning services. Brian Harris recognized as one of top fastest growing advisors at Avantax 2016-2017 and serves on Avantax Advisor Council.
Scale indicators4 records
Recent moves9 records
Expansion highlights5 records
Strada competitors and assessment
Company assessmentEmerging players
- Empower Personal Dashboard (Personal Capital): Hybrid digital wealth manager combining a financial dashboard with advisory services; competes for the same affluent individuals Strada serves and pressures local RIAs on perceived value of an integrated dashboard plus planning offering.
- Facet Wealth: Tech-enabled financial planning and investment advisory for mass-affluent individuals across the U.S.; overlaps with Strada's planning-led offering but delivers it digitally, representing the low-fee competitive threat to a local RIA's model.
Broad incumbents
- Edelman Financial Engines: Large national RIA with integrated financial planning, tax, and retirement plan services for individuals and employer plans — directly comparable to Strada's investment management plus 401(k) rollover offering, at much greater scale.
- Creative Planning: National RIA offering comprehensive wealth, tax, estate, and retirement planning to high-net-worth individuals and business owners — Strada's integrated planning model mirrors Creative Planning's value proposition at a far smaller scale.
- Carson Group: Large RIA platform serving individual investors with integrated financial planning, tax-adjacent services, and advisor support; comparable to Strada in offering breadth but operates at much greater scale as a national platform.
- Mercer Advisors: RIA consolidator delivering holistic financial planning, tax, estate, and investment management to individuals and families; comparable in target market and service breadth, with active tuck-in M&A that could target firms like Strada.
- Mariner Wealth Advisors: National wealth advisory offering financial planning, tax, estate, and investment management to affluent individuals and families; comparable in integrated-wealth positioning and is an active acquirer of regional RIAs like Strada.
- Sequoia Financial Group: RIA providing comprehensive wealth management including tax, financial planning, and retirement plan services to individuals and small business owners — closely aligned with Strada's SMB and individual client mix.
Direct peers
- H.D. Vest: Tax-focused wealth management firm (now part of Wells Fargo) historically built around CPAs delivering investment and tax services jointly — directly mirrors Strada's integrated tax+wealth model and target client (tax professionals and their affluent clients).
- Avantax Wealth Management: Strada's actual broker-dealer and wealth-platform partner since 2003; Avantax's national network of tax-and-investment advisors competes with and houses Strada, making it a direct comparable for size, service mix, and target market.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights7 records
Customer concentration
Strada social profiles
Digital presenceStrada financial estimates
Financial estimateRevenue estimate
Valuation estimate
Strada leadership team
Management profileNumber of profiles
Profiles4 records
Strada funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Strada M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Strada
What does Strada do?
Strada Financial Group is a Registered Investment Adviser providing integrated wealth management that combines investment management, comprehensive financial planning (the Strada Life Plan), tax preparation and advisory, business and personal CFO consulting, alternative real estate investment advisory, and 401(k) rollover guidance. Services are delivered by a team of credentialed CPAs and CFPs to individuals, families, and small-to-midsize businesses, with the proprietary "Taximizing" methodology embedding tax planning across every engagement.
Is Strada a public or private company?
Strada is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Strada founded?
Strada was founded in 1977. It employs 1 to 10 people.
Where is Strada based?
Strada is headquartered in Fairview, United States, in the North America region.
How does Strada make money?
Five revenue lines are on record. Investment Management Fees are the primary driver. The others are tax Preparation and Advisory, business Consulting, financial Planning and real Estate Investment Advisory.
Who are Strada's main competitors?
Emerging players on record are Empower Personal Dashboard (Personal Capital) and Facet Wealth. Broad incumbents are Edelman Financial Engines, Creative Planning, Carson Group, Mercer Advisors, Mariner Wealth Advisors and Sequoia Financial Group. Direct peers are H.D. Vest and Avantax Wealth Management.
Does Strada have an API?
No public API is recorded for Strada.
What industry is Strada in?
Strada's product category is Wealth Management. Its primary akta.pro industry code is FSAEABAD, Retirement Income Planning & Decumulation Advisory, with a secondary code of FSAGADAB, Expense Tracking & Financial Dashboards. Its NAICS code is 523940 and its SIC code is 6282.