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Strategic Financial Associates, LLC Employee Directory

Financial ServicesMaryland, United States11-50 Employees

Strategic Financial Associates, LLC is a Bethesda, Maryland-based financial services firm founded in 1996. It specializes in financial planning, risk management, and wealth accumulation, preservation, and distribution, offering coordinated, holistic solutions. Led by Jim, the firm’s President and CEO, it brings together more than two dozen professionals who collaborate to deliver client-focused service.

Its planning approach integrates multiple areas of a client's finances to develop a comprehensive plan aligned with their objectives. Investment advisory and financial planning services are provided through Eagle Strategies, LLC, with James Adkins serving as an investment adviser representative.

Find Strategic Financial Associates, LLC employees' phone numbers or email addresses

Strategic Financial Associates, LLC Global Highlights

Location
Employees

North America
30

Minus sign iconPlus sign icon
  • United States Of America
    30

Strategic Financial Associates, LLC's Leadership

  • Vice President Of Group And Client Services at Strategic Financial Associates, LLC
    C. L.
    Vice President Of Group And Client Services
    Mobile Phone
  • Owner at Strategic Financial Associates, LLC
    J. H.
    Owner
    Mobile Phone
  • Senior Vice President - Financial Planning at Strategic Financial Associates, LLC
    S. K.
    Senior Vice President - Financial Planning
    Mobile Phone
  • Account Manager at Strategic Financial Associates, LLC
    C. R.
    Account Manager
    Mobile Phone
  • Financial Adviser at Strategic Financial Associates, LLC
    R. O.
    Financial Adviser
    Mobile Phone
  • Executive Assistant at Strategic Financial Associates, LLC
    J. S. W.
    Executive Assistant
    Mobile Phone
  • Financial And Retirement Advisor at Strategic Financial Associates, LLC
    M. N.
    Financial And Retirement Advisor
    Mobile Phone
  • Registered Service Assistant at Strategic Financial Associates, LLC
    C. L.
    Registered Service Assistant
    Mobile Phone

Strategic Financial Associates, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Finance
  • Business
  • Retail
  • Other
  • Arts & Design

Contact profiles from Strategic Financial Associates, LLC

Name
Title
Contact
Location
Last Update
  • Owner at Strategic Financial Associates, LLC
    J. H.
    Owner
    Mobile Phone
    Oct 16, 2024
  • Vice President Of Group And Client Services at Strategic Financial Associates, LLC
    C. L.
    Vice President Of Group And Client Services
    Mobile Phone
    Jul 24, 2026
  • Senior Vice President - Financial Planning at Strategic Financial Associates, LLC
    S. K.
    Senior Vice President - Financial Planning
    Mobile Phone
    Jul 24, 2026
  • Account Manager at Strategic Financial Associates, LLC
    C. R.
    Account Manager
    Mobile Phone
    Oct 22, 2024
  • Financial Adviser at Strategic Financial Associates, LLC
    R. O.
    Financial Adviser
    Mobile Phone
    Jul 24, 2026
  • Executive Assistant at Strategic Financial Associates, LLC
    J. S. W.
    Executive Assistant
    Mobile Phone
    Aug 12, 2025
  • Financial And Retirement Advisor at Strategic Financial Associates, LLC
    M. N.
    Financial And Retirement Advisor
    Mobile Phone
    Sep 03, 2026
  • Registered Service Assistant at Strategic Financial Associates, LLC
    C. L.
    Registered Service Assistant
    Mobile Phone
    Oct 17, 2024
  • Marketing And Business Development Associate at Strategic Financial Associates, LLC
    M. T.
    Marketing And Business Development Associate
    Mobile Phone
    Oct 22, 2024
  • Associate Financial Advisor at Strategic Financial Associates, LLC
    R. O.
    Associate Financial Advisor
    Mobile Phone
    Oct 16, 2024

Frequently Asked Questions

What is Strategic Financial Associates, LLC known for?

Minus sign iconPlus sign iconStrategic Financial Associates, LLC was founded in 1996 and operates in the Financial Services industry. Explore Strategic Financial Associates, LLC's company overview page for more information.

What is Strategic Financial Associates, LLC's most common email format?

Minus sign iconPlus sign iconStrategic Financial Associates, LLC employees' email format typically follows the pattern of FLast@sfafn.com. Trying to find reliable and up-to-date employee contact data? Find more Strategic Financial Associates, LLC email formats with LeadIQ.

How many employees does Strategic Financial Associates, LLC have currently?

Minus sign iconPlus sign iconStrategic Financial Associates, LLC has approximately 17 employees as of September 2026. These team members are located across 1 continents, including North America.

Who are Strategic Financial Associates, LLC's key employees and leadership?

Minus sign iconPlus sign icon

As of September 2026, Strategic Financial Associates, LLC's key employees include:

  • Vice President Of Group And Client Services: C. L.
  • Owner: J. H.
  • Senior Vice President - Financial Planning: S. K.
  • Account Manager: C. R.
  • Financial Adviser: R. O.

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