Financial Strategies Group, Inc.
Financial Strategies Group, Inc. is an independent investment adviser headquartered in Okemos, Michigan, founded in 2019. The firm provides personalized financial planning and investment advisory services, including retirement planning and wealth management, for individuals and families. With a team-based advisory model, FSG is committed to long-term partnerships that focus on holistic financial wellness and legacy planning. The firm serves clients seeking customized financial solutions and multi-generational planning.
Investment Strategy
Financial Strategies Group, Inc. employs a personalized advisory approach, developing custom financial plans tailored to each client’s goals, values, and long-term vision. The firm offers comprehensive financial planning, retirement planning, and next-generation wealth management. Investment allocations are diversified, with significant holdings in ETFs and mutual funds across equities and fixed income sectors. The firm focuses on long-term growth, risk management, and legacy planning, engaging clients proactively to adjust strategies as financial needs evolve.
Top Holdings
Equity Positions (93)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPTM | SPDR SERIES TRUST | 11.84% | $56.8M | 750,283 | $43.43 | $74.89 | +$8.5M |
I IQLT | ISHARES TR | 9.43% | $45.2M | 1,050,622 | $35.77 | $43.22 | +$4.8M |
S SPAB | SPDR SERIES TRUST | 8.94% | $42.8M | 1,692,786 | $26.94 | $25.60 | +$1.7M |
S SPEM | SPDR INDEX SHS FDS | 5.23% | $25.1M | 585,722 | $37.36 | $42.74 | +$3.7M |
F FBND | FIDELITY MERRIMACK STR TR | 4.83% | $23.2M | 509,993 | $45.66 | $45.75 | +$1.7M |