What departments does Strategic Lifestyle Advisors Inc have?

Strategic Lifestyle Advisors Inc has employees across 3 departments including Consultant, Operations, Finance.

What is the largest department at Strategic Lifestyle Advisors Inc?

The largest department at Strategic Lifestyle Advisors Inc is Operations with 2 employees.

Where are Strategic Lifestyle Advisors Inc employees located globally?

Strategic Lifestyle Advisors Inc has employees across 1 continents and 1 countries including United States Of America.

How has Strategic Lifestyle Advisors Inc's team size changed over time?

Strategic Lifestyle Advisors Inc's team has decreased from approximately 3 to 2 employees based on available data.

Strategic Lifestyle Advisors Inc Employee Directory

Financial ServicesPennsylvania, United States2-10 Employees

We are a comprehensive financial planning firm with extensive experience and networking capabilities that allow us to personalize your plan regardless of its complexity.
Our company is unique because we focus on the planning rather than the transaction or just gathering assets to manage.
Our clients consistently say that they are pleasantly surprised at the comprehensive and extensive nature of the final plan. 
Our review process is also well oiled to make sure you stay focused on your goals while keeping integrated with current tax law.
Strategic Lifestyle Design is our trademarked process that makes us unique in the industry.

Find Strategic Lifestyle Advisors Inc employees' phone numbers or email addresses

Strategic Lifestyle Advisors Inc Global Highlights

North America
10

United States Of America
10

Strategic Lifestyle Advisors Inc's Leadership

K. M.
CEO Chief Consultant
Mobile Phone
Email
L. M.
Vp Of Operations
Mobile Phone
Email
K. M.
Vice President Of Operations
Mobile Phone
Email
M. M.
Investment Advisor Representative/ Registered Representative
Mobile Phone
Email
D. T.
Administrative Assistant
Mobile Phone
Email
H. W.
Adminstrative Assistant
Mobile Phone
Email

Strategic Lifestyle Advisors Inc Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other

Contact profiles from Strategic Lifestyle Advisors Inc

Name

Title

Contact Info

Location

Last Update

K. M.
CEO Chief Consultant
Mobile Phone
Email
United StatesPennsylvania
Oct 22, 2024
L. M.
Vp Of Operations
Mobile Phone
Email
United StatesPennsylvania
Nov 13, 2025
K. M.
Vice President Of Operations
Mobile Phone
Email
Oct 17, 2024
M. M.
Investment Advisor Representative/ Registered Representative
Mobile Phone
Email
United StatesPennsylvania
Aug 12, 2025
D. T.
Administrative Assistant
Mobile Phone
Email
Oct 23, 2024
H. W.
Adminstrative Assistant
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is Strategic Lifestyle Advisors Inc known for?

Strategic Lifestyle Advisors Inc was founded in 1982 operates in the Financial Services industry. The company's main headquarters is located in 269 Main Street Greenville, Pennsylvania 16125 United States. Explore Strategic Lifestyle Advisors Inc's company overview page for more information.

What is Strategic Lifestyle Advisors Inc's most common email format?

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

How many employees does Strategic Lifestyle Advisors Inc have currently?

Strategic Lifestyle Advisors Inc has approximately 2 employees as of April 2026. These team members are located across 1 continents, including North America.

Who are Strategic Lifestyle Advisors Inc's key employees and leadership?

As of April 2026, Strategic Lifestyle Advisors Inc's key employees include:

CEO Chief Consultant: K. M.
Vp Of Operations: L. M.
Vice President Of Operations: K. M.
Investment Advisor Representative/ Registered Representative: M. M.
Administrative Assistant: D. T.

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