Team profile

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Get started

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Retirement Income Strategies
  • Insurance
  • Saving for Education
  • Executive Compensation and Benefit Strategies

Awards & recognition

  • Derek Schanhofer, Forbes Best-in-State Wealth Advisors, 2022-2024
  • Strategic Financial Group, Ameriprise Client Experience Award, 2020 - 2023
  • Derek Schanhofer, Ameriprise Circle of Success, 2017-2023

Honored to be recognized in Forbes

All of us at Strategic Financial Group would like to congratulate Derek Schanhofer on being named to the 2023 Forbes Best-in-State Wealth Advisors list. This list recognizes advisors who excel at helping clients achieve their long-term financial goals – And we’re proud to say that is our No. 1 priority. Thank you to our clients for your loyalty and for the opportunity to continue to serve you.