Advanced Strategies Group

What Advanced Strategies Group does

Advanced Strategies Group (ASG) is a Tampa, Florida-based financial advisory firm that provides wealth management, retirement plan design, and tax-focused financial planning services exclusively to the U.S. legal profession. Founded by Jeff Acheson and operating as a branded practice within the Independent Financial Partners (IFP) broker-dealer/RIA network, ASG serves two intertwined customer segments: mid-size law firms (25–150 attorneys) seeking to modernize employee benefits and retirement plans, and individual attorneys seeking personalized wealth management across career stages. The firm made a deliberate 2024 strategic pivot away from broader corporate markets to concentrate on this underserved vertical.

ASG's core product surface is the proprietary Law Firm Benefits & Planning Platform, an eight-component ecosystem anchored by the ASG Open(k) Plan Design (a customized 401(k)/Cash Balance structure), Managed Account MAPS (hyper-personalized investment management), the Attorney Life Income Plan (a nonqualified "Rothesque" Cash Balance alternative), and the Strategic Retention & Rewards Program (a Long-Term Incentive Plan). Individual attorneys are served through The Attorney's Edge, a four-tier virtual-first planning platform (Foundation, Strategic, Premier, Apex) backed by ASG S.M.A.R.T. Strategies. The technology stack is partnership-driven: TIFIN @Work provides the AI engine for configurable workflows and predictive tax modeling, while Franklin Templeton, Equitable, and Charles Schwab provide institutional investment access, retirement plan administration, and custody/brokerage infrastructure (including Personal Choice Retirement Accounts).

ASG's business model is fee-based, generating revenue through securities and investment advisory commissions routed through IFP Securities and IFP Advisors, plus subscription/quote-based fees for the tiered Attorney's Edge financial planning services and plan-level fees on Open(k) and related programs. Go-to-market is consultative and content-driven, relying on thought leadership articles, whitepapers, a YouTube series ("Wealth Wisdom for Attorneys"), discovery questionnaires, and direct engagement with law firm leadership. The firm is founder-controlled, privately held, and operates with a small core team (1–10 employees per firmographics), relying on IFP for compliance and back-office infrastructure. The 2025 cadence of product launches, leadership hires, and the TIFIN @Work partnership indicate a firm in active build-out mode following its 2024 vertical focus decision.

Name

Advanced Strategies Group

Legal name

Advanced Strategies Group

Website

https://mystrategyteam.com

Company type

Private

Founded year

1979

Operating status

Operating

Headcount range

1–10 employees

Short description

Advanced Strategies Group is a Tampa, Florida-based financial advisory firm that provides wealth management, retirement plan design, and tax-focused financial planning services exclusively to U.S. mid-size law firms and individual attorneys, operating through the Independent Financial Partners (IFP) network with AI-enabled tools from TIFIN @Work.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

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

SIC

Investment Advice (6282)

akta.pro industry

PRIMARYFSAAACAL

Specialized/Niche-Vertical RIAs (e.g., Medical, Tech, Executives, Athletes)

Financial & Insurance/Asset & Wealth Management/Registered Investment Advisors (RIAs) & Independent Wealth Managers

SECONDARYFSAAACAF

Corporate Retirement Plan Advisory RIAs (ERISA 401(k)/403(b))

Financial & Insurance/Asset & Wealth Management/Registered Investment Advisors (RIAs) & Independent Wealth Managers

SECONDARYFSAEABAE

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

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

SECONDARYFSAEAAAA

Comprehensive Financial Planning

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Investment Advisory & Financial Planning

Keywords

• Retirement plan design
• Wealth management services
• Law firm benefits planning
• Attorney financial planning
• Nonqualified pension plans

Headquarters

HQ city

Powell

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Securities and Investment Advisory Services: Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), member FINRA/SIPC. Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners, a Registered Investment Advisor. ASG operates as part of the IFP network.
2. Financial Planning Services: Tiered advisory services for attorneys ranging from Foundation (typically waived for employees of client firms) to Premier and Apex levels for high-net-worth legal professionals. Services include retirement planning, tax mitigation, investment management, and estate planning.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels6 records

Core offering

Advanced Strategies Group is a specialized financial advisory firm that designs and delivers retirement plans, wealth management, and tax-focused financial planning services exclusively for U.S. law firms and the attorneys who work in them. Its core products are the Law Firm Benefits & Planning Platform (an eight-component ecosystem for firms including the ASG Open(k) 401(k) design, MAPS managed accounts, the Attorney Life Income Plan, and the Strategic Retention & Rewards Program) and The Attorney's Edge (a virtual-first, four-tier personal planning platform for individual legal professionals). Services are delivered through Independent Financial Partners (IFP) broker-dealer/RIA infrastructure and powered by an AI personalization layer from TIFIN @Work, with institutional custody and investment access provided by Charles Schwab, Franklin Templeton, and Equitable.

Product overview

Advanced Strategies Group (ASG) offers a comprehensive suite of financial planning, retirement, and wealth management products and services built exclusively for the legal profession. The flagship offering is the Law Firm Benefits & Planning Platform, a modular ecosystem comprising The ASG Open(k) Plan Design (a customized 401(k) structure), Managed Account MAPS (personalized investment management), The Attorney Life Income Plan (a nonqualified Rothesque Cash Balance alternative), and The Strategic Retention & Rewards Program (a long-term incentive plan). These core components are delivered to individual attorneys through The Attorney's Edge platform — a virtual-first, four-tier service model (Foundation, Strategic, Premier, Apex) — backed by ASG S.M.A.R.T. Strategies planning frameworks, and powered by AI technology from partner TIFIN @Work with institutional access via Charles Schwab, Franklin Templeton, and Equitable. ASG also provides educational Life Guides and discovery assessment tools for clients.

Differentiator

Problem solved

Functional benefit

Brands

• Law Firm Benefits & Planning Platform: A comprehensive financial independence platform for law firms comprising eight synergistic components including Open(k) Plan Design, MAPS managed accounts, Life Income Plan, and Strategic Retention & Rewards Program.
• The Attorney's Edge
• ASG Open(k) Plan Design
• The Attorney Life Income Plan
• Strategic Retention & Rewards Program
• ASG MAPS
• S.M.A.R.T. Strategies

Products and services

• Law Firm Benefits & Planning Platform Proprietary, ecosystem-driven financial independence platform for U.S. law firms comprising eight synergistic components — including the ASG Open(k) Plan Design, Managed Account MAPS, the Attorney Life Income Plan, and the Strategic Retention & Rewards Program — designed to recruit, reward, and retain top legal talent while minimizing firm-level fiduciary burden.
• The ASG Open(k) Plan Design A fully customized 401(k)/Cash Balance structure built specifically for law firms, developed with leading fiduciaries, featuring hyper-personalized managed accounts (MAPS), institutional investment access via Charles Schwab PCRAs, all-in costs below industry averages, and reduced fiduciary liability for plan sponsors.
• Managed Account MAPS

Quantifiable outcome

• Core plan expenses reduced to less than 0.50%
• +2 more outcomes

Named customers3 records

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

AI capability5 records

Feature5 records

Partnerships

Five partnerships are on record, tiered core and flagship.

• TIFIN @WorkcoreTechnology or Integration · 30 September 2025Strategic partnership to deliver AI-powered retirement and benefits solutions for law firms. TIFIN @Work provides agile, AI customization platform that enables configurable workflows tailored by firm size, practice focus, and partner track. TIFIN is backed by leading investors including J.P. Morgan, Morningstar, Hamilton Lane, Franklin Templeton, and SEI.
• Franklin TempletonflagshipTechnology or Integration · 30 September 2025Institutional partner providing investment strategies and institutional-style approaches for the legal marketplace. Yaqub Ahmed, Global Head of Workplace, Retirement and Wealth Innovation at Franklin Templeton, noted solutions must blend personalization, scale, and institutional strategies.
• EquitablecoreTechnology or Integration · 30 September 2025Retirement platform partner powering the Open(k) Plan Design with fiduciary oversight capabilities. Equitable is committed to advancing retirement readiness through flexible, modern plan structures.
• Charles SchwabflagshipTechnology or Integration · 30 September 2025Primary custody and brokerage partner providing Schwab Personal Choice Retirement Accounts (PCRAs) for self-directed brokerage account capabilities within 401(k) plans. Also provides institutional infrastructure supporting ASG's virtual service model.
• Independent Financial Partners (IFP)flagshipOEM/ Whitelabel/ Licensing PartnerASG operates as part of the IFP network. Securities offered through IFP Securities, LLC, member FINRA/SIPC. Investment advice offered through IFP Advisors, LLC, a Registered Investment Advisor. IFP provides compliance infrastructure, regulatory registration, and institutional support.

Scale indicators3 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• SageView Advisory Group: Specialized retirement plan advisory firm serving niche professional verticals including law firms, healthcare, and architecture. Directly comparable to ASG's vertical-specialization strategy and 401(k)/cash balance design expertise.
• Buckingham Strategic Wealth: RIA serving HNW professionals and practice-oriented clients with comprehensive financial planning, including specialized expertise for niche professional groups. Directly comparable in service depth and HNW focus, though broader in vertical coverage than ASG.
• The Colony Group: Multi-family office and wealth management firm serving HNW individuals, families, and institutions with retirement plan, investment management, and financial planning services. Comparable in HNW focus, integrated service model, and presence on specialized RIA platforms.

Emerging players

• Merit Financial Advisors: Growing RIA built through advisor recruiting and acquisitions, providing retirement plan advisory, wealth management, and financial planning. Comparable in retirement plan advisory focus and growth-by-acquisition strategy to a potential future scale path for ASG.
• Carson Group: RIA platform and coaching organization supporting independent financial advisors with technology, practice management, and investment solutions. Comparable in advisor-support infrastructure model (akin to ASG's IFP relationship) and integrated retirement + wealth offerings.

Broad incumbents

• CAPTRUST: One of the largest independent retirement plan advisory firms in the U.S., serving corporate and institutional plan sponsors. Highly comparable to ASG's retirement plan advisory and 401(k) plan design services, but at a vastly larger scale and without ASG's narrow legal-vertical focus.
• Cetera Financial Group: Large IBD and wealth management platform supporting thousands of financial advisors with retirement plan, investment, and financial planning solutions. Comparable to ASG as an RIA platform, but serving broad verticals rather than specializing in legal.
• Commonwealth Financial Network: Independent broker-dealer and RIA supporting independent financial advisors with practice management, technology, and compliance infrastructure. Comparable to ASG's operational model of leveraging institutional infrastructure (like IFP) to deliver advisory services.
• Creative Planning: One of the largest independent RIAs in the U.S. offering retirement plan services, wealth management, and tax planning. Comparable to ASG's integrated retirement-plus-wealth approach, but at massive scale and across all professional verticals.

Others

• Andersen Tax (Wealth Management practice): National tax and advisory firm with a wealth management practice serving HNW individuals including legal professionals. Comparable in serving attorney/law-firm clients with integrated tax and wealth advisory, though with a different primary brand.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/@advancedstrategiesgroup8028
• LinkedInlinkedin.com/company/advanced-strategies-group

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

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 Advanced Strategies Group