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With You On Your Way.

Navigating Life's Financial Journey, Together.

Welcome to Stratz Financial Services: Where Expertise Meets Care

Becoming financial professionals is a deeply personal journey for us, rooted in our commitment to making a positive impact in the lives of individuals and families. We believe that everyone should have access to the guidance they need to navigate the complexities of their financial lives. As independent advisors, we stand out by eliminating account minimums and propriety products. Depending on your unique needs and preferences, our services are available through various models, including fee-based, commission-based, or retainer structures.

Your financial journey is unique, and we’re here to assist at every turn. We take the time to listen to where you are financially and what’s most important to you; then we develop a strategy to meet your goals, help you implement a financial plan, and evaluate your progress as you go.

So How Can We Help You?

We offer a wide variety of services all geared to help you with your financial goals.


Together, we craft investment portfolios tailored to your goals.


Financial Planning

Let us create your path toward financial success.

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We can help you build a retirement strategy to keep you excited for what’s to come.

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Tax Strategy

We'll help make sure that we're considering the tax implications with all your investments.

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With over 100 years' collective experience, we'll help secure your legacy for future generations.

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Strike the perfect balance between work and leisure.


Our Community Relationships

At Stratz & Company, our commitment extends beyond numbers. We're dedicated to embodying our values through meaningful client service and active community engagement. We believe that education connects people to each other and that music ignites kindness and joy in hearts. As a result, we strive to create a world filled with happier, more motivated, and curious individuals.

We actively support a range of organizations, not only with financial contributions but also through hands-on involvement.
Together, let's shape a brighter future.