Strata Financial Group, LLC Employee Directory

Financial ServicesOhio, United States2-10 Employees

Founded in 1998, Strata Financial Group, LLC ("Strata") 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's wealth advisors collectively serve more than $300 million in brokerage and advisory assets through their broker-dealer and corporate RIA, LPL Financial, as of 11/3/2025.

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 advisory services offered through LPL Financial, a registered investment advisor. Member SIPC. sipc.org.  440-934-3222

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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