Research Financial Strategies

About Research Financial Strategies

Research Financial Strategies is an SEC Registered Investment Advisor which provides comprehensive wealth management and financial planning services to over 800 families in 33 states. The Research Financial Strategies'​ portfolio modeling system uses a unique "sell side"​ discipline with an aggressive focus on risk management and avoiding market "draw downs"​ during bear market corrections. RFS clients cover the full demographic range of American investors from school teachers to ultra affluent professionals and business owners. Research Financial Strategies has a lengthy list of clients who have agreed to provide references to our prospective clients wishing to verify the quality of our services and portfolio management results.