Strata Financial Group, LLC Email Format

Financial ServicesOhio, United States2-10 Employees

Strata Financial Group, LLC is a financial services firm that focuses on wealth management and financial advising for individuals and businesses. Based in Sheffield, Ohio, with additional offices in Dublin, Ohio, the firm serves clients through a range of planning, portfolio management, and advisory services, while also assisting companies with retirement and benefit plans such as 401(k) and profit-sharing plans. The company operates in a broker-dealer and corporate RIA structure, leveraging LPL Financial to provide securities and advisory offerings as part of its service model. Founded in 1998, Strata positions itself to support both personal financial goals and business retirement needs, drawing on a client base that includes a substantial amount of brokerage and advisory assets. A notable recent development is the continued involvement with LPL Financial as the registered broker-dealer and RIA partner for its services.

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