Strickland Financial Group

What Strickland Financial Group does

Strickland Financial Group is a privately held financial advisory firm headquartered in Grand Prairie, Texas, with a second office in Arlington, Texas. Founded in 2002 when Gray Strickland took over a practice built by his mother and stepfather over the prior 20+ years, the firm serves individuals, families, and small businesses. Its core offerings span financial planning, portfolio diversification and ongoing wealth management, retirement planning, estate planning, tax planning, insurance (life, health, disability, long-term care), 529 college savings plans, and small-business planning.

The operating model routes securities through broker-dealer Osaic Wealth, Inc. (FINRA/SIPC) and investment-advisory services through S&S Wealth Management, LP. The firm is licensed to operate in four states (Texas, Oklahoma, Nebraska, and Florida) and employs 8 people. The principal, Gray Strickland, holds the AIFA designation and Series 7, 66, and Group 1 Life/Health licenses, enabling in-house delivery of both advisory and insurance solutions.

Revenue is generated through recurring advisory fees, securities transactions via Osaic Wealth, and insurance commissions. The go-to-market is sales-led and relationship-based, supported by a "Total Wealth Alliance" of four referral partners spanning tax, insurance, legal, and mortgage services, plus recurring community events ("Tacos & Topics") and an ongoing blog as content-led acquisition channels. The technology stack consists of a third-party wealth-management system and client portals (eMaplan, Schwab Alliance); no proprietary AI/ML, mobile application, or API products are present.

Name

Strickland Financial Group

Legal name

Strickland Financial Group, LLC

Website

https://stricklandfinancial.com

Company type

Private

Founded year

2002

Operating status

Operating

Headcount range

1–10 employees

Short description

Strickland Financial Group is a privately held, second-generation financial advisory firm based in Grand Prairie, Texas, offering comprehensive financial planning, wealth management, retirement, tax, and insurance services to individuals, families, and small businesses across four states.

Ownership category

akta.pro rank

Product category

Financial Advisory / Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Finance and Insurance (52)

SIC

Investment Advice (6282), Insurance Agents, Brokers & Service (6411), Security Brokers, Dealers & Flotation Companies (6211)

akta.pro industry

PRIMARYFSAAAAAF

Financial Planning & Goals-Based Advice (Mass Affluent)

Financial & Insurance/Asset & Wealth Management/Retail & Mass-Affluent Wealth Management

SECONDARYFSAAAAAJ

Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail)

Financial & Insurance/Asset & Wealth Management/Retail & Mass-Affluent Wealth Management

SECONDARYFSAEABAE

Employer Retirement Plan Advisory (401(k)/Pension)

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Wealth & Retirement Advisory

Keywords

• Financial planning services
• Wealth management advisory
• Retirement planning services
• Estate planning services
• Small business planning

Headquarters

HQ city

Grand Prairie

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Financial Advisory/Planning Fees: Fee-based financial planning services with personalized financial plans developed for clients. Collaboration with attorneys and CPAs to ensure aligned financial strategies.
2. Securities and Investment Management: Securities offered through Osaic Wealth, Inc. (Member FINRA/SIPC). Advisory services offered through S&S Wealth Management, LP (Registered Investment Advisor). Revenue from advisory fees and securities transactions.
3. Insurance Products: Provides life, health, disability and long term care insurance products as part of comprehensive financial services.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Strickland Financial Group is an independent, second-generation financial advisory firm that delivers holistic financial planning and wealth management services to individuals, families, and small businesses. Its offering spans retirement planning, estate planning, tax planning, insurance solutions, 529 college savings plans, and small business retirement/benefits planning, supported by a custodial and back-office partnership with Schwab Alliance and a broker-dealer relationship with Osaic Wealth.

Product overview

Strickland Financial Group operates as a comprehensive financial advisory firm offering a unified suite of wealth management and financial planning services. Their core offerings include personalized financial planning, portfolio management and diversification, and ongoing wealth management services. The firm also provides specialized services including small business planning (with expertise in business succession), retirement planning, estate planning, tax planning, insurance services (life, health, disability, long-term care), and 529 college savings plans. The firm takes a collaborative approach, working with clients' existing advisors such as attorneys and CPAs to ensure comprehensive financial strategies.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning
• Personal Wealth Management
• Portfolio Diversification & Management
• Retirement Planning
• Estate Planning
• Tax Planning
• Insurance Solutions
• 529 College Savings Plans
• Small Business Planning

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

Six partnerships are on record, tiered core.

• Mikel Shelton, CPA (SMS CPA)coreStrategic or Co-development PartnerCPA partner providing financial and accounting services. Mikel Shelton has been a Certified Public Accountant since 1989, earned BBA from Baylor University and MBA from UT Arlington. Established part-time accounting practice in 1993 and joined full time in 2004. Eagle Scout and member of Total Wealth Alliance.
• Jo Ann Charron (Benefits Dallas)coreStrategic or Co-development PartnerInsurance specialist serving DFW area for over 25 years. Certified with Patient Protection and Affordable Care Act, Long Term Care, and Small Group Designation. Member of National Association of Health Underwriters, Dallas Association of Health Underwriters, Texas Association of Health Underwriters, and Leading Producers Round Table.
• Michael Kelsheimer (Gray Reed)coreStrategic or Co-development PartnerAttorney/Partner at Gray Reed focusing on employment law needs of Texas businesses. Created Texas Employer Handbook, an online resource for plain-English explanations of employment issues. Provides legal guidance for business clients.
• Sean McGaughey (McGaughey Team)coreStrategic or Co-development PartnerMortgage Loan Originator (NMLS# 627960) with TCU Business Communication degree. Multi-million-dollar Senior Loan Officer recognized as President's Club honoree, Five Star Mortgage Professional, and 360 West Top Mortgage Professional. President of Fort Worth Mortgage Bankers Association.
• Osaic Wealth, Inc.coreChannel Partner/ Reseller/ DistributorFINRA/SIPC member broker-dealer through which securities are offered. Member of FINRA and SIPC. Firm CRS available on their website.
• S&S Wealth Management, LPcoreChannel Partner/ Reseller/ DistributorRegistered Investment Advisor providing advisory services. Strickland Financial Group offers advisory services through this RIA partner.

Scale indicators1 record

Recent moves6 records

Expansion highlights4 records

Broad incumbents

• Cetera Financial Group: Independent broker-dealer and RIA platform serving independent financial advisors — the parent-platform equivalent of the Osaic Wealth / S&S Wealth Management relationships Strickland uses for distribution.
• Commonwealth Financial Network: Independent broker-dealer/RIA supporting independent advisors with planning tools, investment platforms, and back-office services — comparable role to Osaic Wealth in Strickland's stack.
• Mercer Advisors: National RIA specializing in wealth management, tax, estate, and retirement planning for individuals and families — direct competition for the same comprehensive-planning client and an illustration of scaled RIA rollups.
• Edelman Financial Engines: Largest US independent RIA serving mass-affluent and high-net-worth clients with comprehensive financial planning, investment management, and retirement income strategies — the national-scale version of Strickland's holistic planning model.
• HighTower Advisors: National RIA supporting breakaway advisors and boutique wealth management firms with compliance, custody, and investment infrastructure — directly comparable as an independent advisor platform.
• Cambridge Investment Research: Independent broker-dealer supporting thousands of independent financial advisors with planning, investment, and insurance solutions — directly comparable as an infrastructure provider/advisor-home model.
• Mariner Wealth Advisors: National RIA providing wealth advisory, tax, estate, retirement, and insurance planning for affluent families and business owners — directly comparable target market and bundled service approach.
• Carson Group: National partnership of financial advisors offering holistic financial planning, coaching, and back-office support — closely mirrors Strickland's advisor-centered, partnership-driven model for serving retail clients.
• Creative Planning: Large RIA offering unified financial planning, investment, tax, estate, and retirement services to individuals and families — comparable to Strickland's bundled service menu but at significantly greater scale.

Emerging players

• North Star Resource Group: Independent financial advisory firm providing personalized financial planning, retirement, and wealth management to individuals and small business owners — scaled-down direct peer with similar holistic planning model.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/strickland-financial-group

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 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 Strickland Financial Group