Individual Wealth Management, Zero Computer Generated Plans

Secure Your Financial Future
With Holistic Financial Planning

24/7

Solving Complex Financial Situations

Providing Comprehensive Services

Serving Businesses, Physicians & Individuals

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Creating Individualized, Comprehensive Financial Plans

At Strategic Financial, we serve both individuals and their businesses, helping you navigate complex financial situations. Your business’s financial plan can dramatically impact your personal financial plan. Having one firm handle both, you will save time. You’ll also have a better understanding of how the two sides of your financial life affect each other, thus avoiding unnecessary costs and potentially eliminating gaps in your financial well-being strategy for improved success.

Caring for our clients and offering a comprehensive planning service takes time, though. We don’t work from computer-generated or templated plans. Instead we work closely with you to create a plan unique to your situation and goals. By the end of the process, you’ll know where you want to go and how you’ll get there.

Real financial security comes from expert knowledge. You provide the information, we do the work.

Meet Your Financial Planning Team

Andrew Leithe, CFP®

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Kevin McBride, CFP®

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How Can We Help?

I have a question about:

Please contact:

Scheduling a Portfolio Review with Andrew

Diane or Karen

Updating information/data in my financial plan

Sally

Sending information for my upcoming portfolio review

Sally

Accessing my client portal and/or financial plan

Sally

My financial planning invoice

Karen

My portfolio/investment distributions

Sharon, Diane, Karen

Annuity inquiries or investment paperwork

Sharon, Diane, Karen

Getting my 1099s and other tax documents

Diane or Sharon

Something I received in the mail

Sharon, Diane, Karen

All other general account Inquiries

Sharon, Diane, Karen

An immediate / urgent need that impacts my plan

Diane

How Can We Help?

Here is a list of ways we can help you, just contact the corresponding team member and we will be glad to help!

Scheduling a Portfolio Review with Andrew?

Diane or Karen

Updating information/data in my financial plan?

Sally

Sending information for my upcoming portfolio review?

Sally

Accessing my client portal and/or financial plan?

Sally

My financial planning invoice?

Karen

My portfolio/investment distributions?

Sharon, Diane, Karen

Annuity inquiries or investment paperwork?

Sharon, Diane, Karen

Getting my 1099s and other tax documents?

Diane

Something I received in the mail?

Sharon, Diane, Karen

All other general account Inquiries?

Sharon, Diane, Karen

An immediate / urgent need that impacts my plan?

Diane

Meet Your Client Services Team

Sharon Nixon *

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Sally Valentin *

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Karen Herbert *

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Diane Gallagher *

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George Karris

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* Not registered with Osaic Wealth Inc. or Strategic Financial Services Corporation.

Our History

Vic Tedesco founded Strategic Financial Advisors in 1987 because he understood the value of holistic financial planning. He grew up in a single-parent household, and his mother’s envelope system for budgeting inspired his passion for financial planning that fits the individual. Working in comprehensive risk management with Connecticut General Corp., he recognized the need to offer clients a comprehensive planning experience that included risk assessment and financial planning—something that might help other families avoid financial constraints like those he’d experienced early in life.

In 2015, Vic recruited Andrew Leithe from a New York City–based private equity firm to be his successor. Over the years, Andrew partnered his hedge fund and private equity experience with Vic’s 30 years of experience in financial planning. In 2018, Vic retired, and Andrew became CEO.

Andrew has always had a passion for helping people navigate chaos and bringing them a sense of calm and stability. Outside of work, he has volunteered with and raised money for Meals on Wheels, Appalachian Service Project, and Heller Service Core, among others. He has supported victims of Hurricane Katrina and organized Valentine’s dances for people with intellectual disabilities.