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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
27

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  • United States Of America
    27

Strategic Financial Associates, LLC's Leadership

  • Stylized image of a person
    C. L.
    Vice President Of Group And Client Services
    Mobile Phone
  • Stylized image of a person
    J. H.
    Owner
    Mobile Phone
  • Stylized image of a person
    S. K.
    Senior Vice President - Financial Planning
    Mobile Phone
  • Stylized image of a person
    C. R.
    Account Manager
    Mobile Phone
  • Stylized image of a person
    R. O.
    Financial Adviser
    Mobile Phone
  • Stylized image of a person
    J. S. W.
    Executive Assistant
    Mobile Phone
  • Stylized image of a person
    C. L.
    Registered Service Assistant
    Mobile Phone
  • Stylized image of a person
    M. T.
    Marketing And Business Development Associate
    Mobile Phone

Strategic Financial Associates, LLC Employee Metrics

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

Contact profiles from Strategic Financial Associates, LLC

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    J. H.
    Owner
    Mobile Phone
    Oct 16, 2024
  • Stylized image of a person
    C. L.
    Vice President Of Group And Client Services
    Mobile Phone
    Jul 24, 2026
  • Stylized image of a person
    S. K.
    Senior Vice President - Financial Planning
    Mobile Phone
    Jul 24, 2026
  • Stylized image of a person
    C. R.
    Account Manager
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    R. O.
    Financial Adviser
    Mobile Phone
    Jul 24, 2026
  • Stylized image of a person
    J. S. W.
    Executive Assistant
    Mobile Phone
    Aug 12, 2025
  • Stylized image of a person
    C. L.
    Registered Service Assistant
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    M. T.
    Marketing And Business Development Associate
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    R. O.
    Associate Financial Advisor
    Mobile Phone
    Oct 16, 2024
  • Stylized image of a person
    V. M.
    Truck Driver
    Mobile Phone
    Oct 17, 2024

Frequently Asked Questions

What is Strategic Financial Associates, LLC known for?

Minus sign iconPlus sign iconStrategic Financial Associates, LLC was founded in 1996 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 . 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 19 employees as of July 2026. These team members are located across 1 continents, including North America.

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

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As of July 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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