Our Company

Thank you for stopping by. We’re ClientFirst Strategy, Inc., established in 2005.

We are financial advisors who realized that if we wanted to work for a firm that serves its clients’ best interests, we would have to break down preconceived notions about how financial firms typically operate and build a new firm from the ground up.

ClientFirst Strategy, Inc. has grown into a nationally recognized name in the financial advice industry, but we remain grounded in our attentiveness to our clients’ needs, and our creativity in developing personalized investment and financial solutions. Our advice is unbiased, and our advisors are highly experienced.

We measure our output in more ways than just the investment and financial plans we create for our clients. We consider their upcoming lifecycle changes and recommend adjustments accordingly. We understand that our clients measure the success of our work based on their own lifetime milestones; sending their children to college, paying for a child’s wedding, retiring, traveling, owning a second home, and as many different dreams as there are different clients.

We know from our own personal experiences that much of what happens to us in life is not in our control, which is why we speak to our clients about insurance and estate planning. We like to use an expression that goes “invest for the future you want, insure for the things that get in the way.”

We bring our experience and personal touch to every relationship, and we invite you to contact us to discuss how we may be of service to you.

The client experience is enhanced by three valuable supporting partners. Client accounts are custodied with Pershing LLC https://www.pershing.com/, a division of BNY Mellon, which custodies over $2 trillion of assets. Our broker/dealer and Registered Investment Advisor is NEXT Financial Group, a wholly owned division of Atria Wealth Solutions https://atriawealth.com/. Lastly, our Office of Supervisory Jurisdiction (OSJ) and back-office support is handled by Sierra Ridge Wealth Management https://sierraridgewealth.com/, also part of the Atria and NEXT Financial Group family of companies.