Our Mission:

To empower you to live life to its fullest and confidently pursue your goals,
worry-free about your finances.

Who We Are

At Field Financial Strategies, we provide unbiased, comprehensive financial planning and wealth management services*. We are – and intentionally remain – a boutique financial practice.

Relationships are at the heart of our business. It's not a coincidence that our practice is built upon referrals.

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Expertise Addressing Complex Challenges and Objectives

We work extensively with professionals, business owners, entrepreneurs, and executives around the country.

Like many of our clients, you may be creating wealth at this stage in your life, or, instead, be seeking to preserve what you have built. We will set you on a realistic path to accomplish your goals — whatever they may be.

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We Earn Your Trust – and Work to Continue Deserving It

Our inspiration for starting Field Financial Strategies came from our strong desire to see people live the lives they want, unbridled. We pride ourselves on cultivating deep, meaningful relationships with our clients. We hold at heart a commitment to providing you with the finest advisory services, delivered with precision and through a superior client experience.

At its core, your financial strategy is about you - and only you.

Why "Boutique" Matters to You

As a boutique financial practice, it is our priority to serve you diligently and proactively – and without bias. Through Field Financial Strategies, you have access to a wide network of top-rated companies and investment experts that we have selected with care and prudence. These resources allow us to craft solutions without bias to best fit your individual financial needs, objectives, and style.

While we work with you, we leverage the capabilities of a number of the nation's top asset management firms* in order to provide you with world-class expertise in financial planning analytics, investment alternatives, insurance products and options, and asset management services – something we believe all clients of a boutique practice should expect.

Striving to fulfill our mission, we are proactive. We do not sit around waiting for you to call us when you experience a crisis or when the markets tumble. Instead, we are regularly measuring the progress of your plan. If necessary, we will work with you to adjust course or update your plan as circumstances change.

Boutique is not about us,
it's about you.