Strategic Financial Associates, LLC Email Format

Financial ServicesMaryland, United States11-50 Employees

Strategic Financial Associates, LLC is a Bethesda, Maryland-based financial services firm founded in 1996. It specializes in financial planning, risk management, and wealth accumulation, preservation, and distribution, offering coordinated, holistic solutions. Led by Jim, the firm’s President and CEO, it brings together more than two dozen professionals who collaborate to deliver client-focused service.

Its planning approach integrates multiple areas of a client's finances to develop a comprehensive plan aligned with their objectives. Investment advisory and financial planning services are provided through Eagle Strategies, LLC, with James Adkins serving as an investment adviser representative.

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