Founded in 1985 by Dick Grbac, CFP®, and his wife Suzi, Strategic Advisory Services, L.L.C. was built on a simple belief: trusted financial guidance should be accessible to more than just the ultra-wealthy. What began as a bold vision to challenge industry norms has grown into a firm known for personalized service and enduring client relationships.
Today, we are a boutique, fee-only fiduciary firm dedicated to helping individuals and families make confident financial decisions. We have had the privilege of serving clients across a wide range of industries, including telecommunications, aviation, energy, healthcare, and small businesses.
Our services focus on retirement income planning through our signature process, Income in Stages, Money to Last™, institutional-grade investment management, and decision support that empowers clients to navigate complex financial situations with clarity.
At Strategic Advisory Services, we walk with you—through milestones, markets, and life itself—with the care, experience, and integrity you deserve.