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Years of Experience
About UsWho We Are
We Believe Everyone Deserves Comprehensive Financial Planning
Since 2009, Strategic Financial has served clients throughout Missouri, nationwide, and internationally with comprehensive wealth management services. We believe everyone deserves access to high-quality financial planning, so we welcome all account sizes. We choose our clients based on who they are as people and build relationships that last.
Whether you’re just starting out with your first investment or managing a complex estate, you’ll receive personalized attention and creative strategies tailored to your unique circumstances.
Servicesour Services
What We Offer
Ready to Get Started?
Our Approach
Independence Designed to Work in Your Favor
As Independent Investment Advisor Representatives, we’ve built a streamlined structure that benefits you directly. We maintain partnerships with leading firms like SEI Private Trust Company, Morningstar, Goldman Sachs, and Charles Schwab, and aim to keep our costs competitive with larger corporate firms. The result? More of your money working for your future.
Whether you’re just starting out with your first investment or managing a complex estate, you’ll receive personalized attention and creative strategies tailored to your unique circumstances.”
We're advisors that educate
We provide guidance, and help you understand it. Some clients want to dig into every detail. Others prefer to trust us and focus on the big picture. Either way, we’re dedicated to doing what’s best for you.
We include both partners in every conversation
We believe every relationship is a partnership, and your financial plan should reflect that. Both spouses bring valuable perspectives to financial decisions, and both deserve to understand the full picture. When we plan together, everyone gains confidence and clarity.
We're here for more than just investments
When major decisions arise, like buying a home, switching CPAs, or structuring a new business, we're here to guide you through situations you might not think to bring to a financial planner.
Who We Help
Your Values Matter More Than Your Balance
Our clients care about their families, their communities, and building financial security that lasts. They value education, independence, and meaningful relationships. If that sounds like you, we’d be honored to partner with you on your financial journey.
Maybe you’re looking to:
- Grow your wealth strategically
- Preserve what you’ve already built
- Solve cash flow challenges
- Create a legacy for your children or community
- Navigate charitable giving
- Maximize efficiency and minimize what erodes wealth (taxes, fees, inflation)
Wherever you are financially, we’ll meet you there. No judgment, no pressure.
How We Work Together
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Free Discovery Call
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Build Your Plan
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Implement & Review
Our TeamProfessionals Focused On You
Meet Our Team
Justin Bates
Founding Partner and Financial Advisor
Stacy Davis
Founding Partner and Financial Advisor
Aaron Sloan, MBA, ChFC®
Founding Partner and Financial Advisor
Gage Smart
Financial Advisor
Craig Wright, CFP®, ChFC®, MBA
Founding Partner and Financial Advisor
HelloMake An Appointment
Ready to Get Started?
Schedule a free 30-minute consultation. No pressure, no obligation, just an opportunity to ask questions and see if we’re the right fit for your financial goals.
