Strata Financial Group, LLC Employee Directory

Financial ServicesOhio, United States2-10 Employees

Strata Financial Group, LLC is a firm specializing in wealth management and financial advising with offices in Sheffield Village, Ohio and Dublin, Ohio. Strata provides financial services to both individuals and companies.

Strata Financial Group, LLC was founded in 1998. Strata has grown to encompass a team of advisors with CPA certifications, PFS designations, Anthony Campagni, CFP®, FINRA series licences, as well as a full support staff.

Strata services a book of business in excess of $200 million for individuals and companies. Strata operates under the broker-dealer Royal Alliance Associates, Inc. who provide additional legal, compliance, business, and account-related services.

At the individual level, Strata provides financial planning, portfolio management, investment management, investment review, advisory services, and more to clients. 

At the company level, Strata works with businesses to establish 401k & profit-sharing plans, cash balance plans, business investment accounts, and various other types of retirement and benefit plans.

For more information on Strata, our full product offering, consultation and newsletter sign-ups, please visit www.stratafinancial.com.

Securities and investment advisory services offered through Royal Alliance Associates, Inc. (RAA) member FINRA/SIPC. Additional advisory services offered through Harrington Asset Management, Inc. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA.  440-934-3222

Find Strata Financial Group, LLC employees' phone numbers or email addresses

Strata Financial Group, LLC Global Highlights

Location
Employees

North America
9

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  • United States Of America
    9

Strata Financial Group, LLC's Leadership

  • Stylized image of a person
    M. R.
    Partner, Wealth Advisor
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  • Stylized image of a person
    K. H.
    Wealth Advisor
    Phone icon
  • Stylized image of a person
    L. M.
    Trust Real Estate
    Phone icon
  • Stylized image of a person
    E. D.
    Director Of Business Operations, Executive Assistant
    Phone icon
  • Stylized image of a person
    L. O.
    Accounting Manager/Financial Customer Service Representative/Firm
    Phone icon

Contact profiles from Strata Financial Group, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. R.
    Partner, Wealth Advisor
    Phone icon
    Jan 06, 2025
  • Stylized image of a person
    K. H.
    Wealth Advisor
    Phone icon
    Jul 15, 2025
  • Stylized image of a person
    L. M.
    Trust Real Estate
    Phone icon
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    E. D.
    Director Of Business Operations, Executive Assistant
    Phone icon
    United States
    Nov 18, 2025
  • Stylized image of a person
    L. O.
    Accounting Manager/Financial Customer Service Representative/Firm
    Phone icon
    UNITED STATES
    Aug 04, 2023

Frequently Asked Questions

What is Strata Financial Group, LLC known for?

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Strata Financial Group, LLC was founded in 1998 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Strata Financial Group, LLC's company overview page for more information.

What is Strata Financial Group, LLC's most common email format?

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Strata Financial Group, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Strata Financial Group, LLC email formats with LeadIQ.

How many employees does Strata Financial Group, LLC have currently?

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Strata Financial Group, LLC has approximately 7 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Strata Financial Group, LLC's key employees and leadership?

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As of December 2025, Strata Financial Group, LLC's key employees include:

  • Partner, Wealth Advisor: M. R.
  • Wealth Advisor: K. H.
  • Trust Real Estate: L. M.
  • Director Of Business Operations, Executive Assistant: E. D.
  • Accounting Manager/Financial Customer Service Representative/Firm: L. O.

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