What departments does Strategic Financial Management have?

Strategic Financial Management has employees across 2 departments including Operations, Customer Success.

What is the largest department at Strategic Financial Management?

The largest department at Strategic Financial Management is Operations with 1 employees.

Where are Strategic Financial Management employees located globally?

Strategic Financial Management has employees across 2 continents and 2 countries including United States Of America, New Zealand.

How has Strategic Financial Management's team size changed over time?

Strategic Financial Management's team has grown from approximately 3 to 4 employees based on available data.

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Strategic Financial Management Employee Directory

Financial ServicesGeorgia, United States2-10 Employees

Strategic Financial Management is a small financial services firm based in Augusta, Georgia. It provides customized guidance designed to help clients overcome obstacles by leveraging their strengths and opportunities, guided by two proprietary processes called the Wealth Empowerment Breakthrough and Strategic Synchronization. The firm draws on a diverse background to connect clients with their goals and to design plans that support informed financial decisions. Investment advisory services are offered through CWM, LLC, an SEC-registered adviser. In July 2021, SFMnow was noted as a core paper for students pursuing the Final Level of Chartered Accountancy, reflecting academic relevance associated with the firm.

Strategic Financial Management Global Highlights

North America
5

United States Of America
5

Oceania
1

New Zealand
1

Strategic Financial Management's Leadership

J. B.
Chief Operating Officer
Mobile Phone
Email
J. P.
Client Services Coordinator
Mobile Phone
Email

Strategic Financial Management Employee Metrics

100%

50%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Strategic Financial Management

Name

Title

Contact Info

Location

Last Update

J. B.
Chief Operating Officer
Mobile Phone
Email
Apr 03, 2026
J. P.
Client Services Coordinator
Mobile Phone
Email
Jun 27, 2026

Frequently Asked Questions

What is Strategic Financial Management known for?

Strategic Financial Management was founded in 2005 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-706-434-****

. Explore Strategic Financial Management's company overview page for more information.

What is Strategic Financial Management's most common email format?

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

How many employees does Strategic Financial Management have currently?

Strategic Financial Management has approximately 8 employees as of August 2026. These team members are located across 2 continents, including North AmericaOceania.

Who are Strategic Financial Management's key employees and leadership?

As of August 2026, Strategic Financial Management's key employees include:

Chief Operating Officer: J. B.
Client Services Coordinator: J. P.

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Strategic Financial Management Employee Directory

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