Who We Are
Strategic Financial Partners helps individuals, families, business owners and professionals develop expertly-tailored financial strategies. We provide the experience you need to use investment and insurance products confidently to create, preserve and distribute your wealth.
Our Vision: to become one of the industry’s premier distribution organizations that is known for professional advisors who deliver holistic solutions through a process-driven approach.
Holistic Approach—Each Financial Services Representative is backed by a team of specialists in investments and insurance who bring different points of view to your financial affairs. This holistic approach can help you build a truly diversified portfolio of retirement, wealth management, asset protection and estate planning solutions.
Teams—We are known for our unparalleled commitment to building highly effective advisory teams. Advisors who are part of teams see client situations from multiple perspectives leading to more comprehensive planning and a higher quality client experience.
Culture—We are known for our entrepreneurial culture, a place where advisors come to build their practices by delivering advice and guidance tailored to meet the needs of individuals, families and small businesses.
Respect—mutual respect for our clients and team.
Accountability—We say it; we do it; we own it.
Credibility—Professionals demonstrating transparency and integrity.
Alignment—We align resources to our vision, strategy and priorities.
Teamwork—Mission above self.
Managing Partner & Financial Advisor of Strategic Financial Partners Russ Vandersteeg
We are committed to the places where we work and live, whether it’s providing guidance to families caring for a loved one with special needs or being actively involved with local community-building organizations. We believe in supporting our communities through alliances, sponsorship and hands-on involvement.