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Our Strategic Partners
Backed by Industry Leaders
Partnership Structure
Financial Planning & Investment Management
Our team of Financial Advisors are registered with Avantax Investment Services℠, who is ranked as one of the top broker-dealer firms, supporting 3,500+ independent investment advisors.
We chose to partner with Avantax Investment Services℠ to ensure we meet all the stringent regulatory requirements for account administration and security.
We believe the partnership is a perfect match of shared common values!

Partner Details
Who is Avantax?
Avantax Investment Services℠
Avantax Investment Services℠
- Handles the securities and investment product offerings that are available to client's of Strada Financial Group.
- Clients will receive investment account statements with the Avantax Investment Services℠ logo.
- Registered with the Securities and Exchange Commission, SEC, and the Municipal Securities Rulemaking Board, MSRB.
Avantax Advisory Services℠
Avantax Advisory Services℠
- Investment advisory services are offered through Avantax Advisory Services℠
- Financial planning and investment advice are administrered through Avantax Advisory Services℠
Avantax Insurance Agency
Avantax Insurance Agency
- Insurance services are offered through Avantax Insurance Agency
Other Key Partners
Putting Our Partnership to Work for You
AEI Capital
AEI Capital Corporation was founded in 1970, specializing in net lease property investments with an emphasis on Debt-Free investments that generate stable income, low volatility, capital appreciation and reduced risk. AEI’s strategy is to acquire property in strategic locations by creditworthy tenants under long-term leases.
eMoney advisor®
eMoney Advisor® is a wealth management platform that allows you access to monitor activity, track your progress toward goals, evaluate spending and much more. This solution helps us provide you with a clear picture of how well you're positioned to reach your goals and gains you access to a unified real time view of your financial portfolio.
AEI Capital
AEI Capital Corporation was founded in 1970, specializing in net lease property investments with an emphasis on Debt-Free investments that generate stable income, low volatility, capital appreciation and reduced risk. AEI’s strategy is to acquire property in strategic locations by creditworthy tenants under long-term leases.
EMONEY ADVISOR®
eMoney Advisor® is a wealth management platform that allows you access to monitor activity, track your progress toward goals, evaluate spending and much more. This solution helps us provide you with a clear picture of how well you're positioned to reach your goals and gains you access to a unified real time view of your financial portfolio.
Disclosure: By including these links, we are not making a specific product recommendation.