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Alliances/Affiliations

Dimensional Fund Advisors – In building client portfolios according to our Resourceful Retirement Solution™ we often turn to Dimensional’s family of mutual funds for implementing our recommended investment strategies. Dimensional offers us a like-minded approach to investing according to patient, goals-based, cost-effective participation in the markets’ expected long-term returns. Its strategies are guided by the evidence from decades of research by academics and financial economists, many of whom have been recognized with Nobel prizes for their groundbreaking work. However, we earn no commissions or other forms of compensation from any of our recommended fund managers. If we feel there is a better solution for your investment goals, we will recommend it instead.

Strasbaugh Financial Advisory, Inc. is proud to be a member of the following professional organizations:

The National Association of Personal Financial Planners is a group of fee-only planners who have passed rigorous certification standards and adhere to a fiduciary oath that requires members to put clients’ interests first.

The MD Preferred Financial Advisors Network offers physicians access to fee-only financial advisors who act strictly in a fiduciary capacity and have completed NAPFA’s application and review process.

The FPA is an organization of those financial planners who have subscribed to a comprehensive code of ethics. Members are fiduciaries who put their clients’ interests first and who provide a standard of high quality care.

The National Association of Tax Professionals serves professionals who work in all areas of tax practice. Members include individual practitioners, enrolled agents, accountants, CPAs, attorneys, and financial planners. Members adhere to a strict code of ethics and standards of professional conduct.

"I feel the capacity to care is the thing which gives life its deepest significance." - Pablo Casals

 

 

Strasbaugh Financial Advisory, Inc. (“Strasbaugh”) is an SEC registered investment adviser located in Colorado Springs, Colorado. Strasbaugh may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Strasbaugh’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Strasbaugh’s web site on the Internet should not be construed by any consumer and/or prospective client as Strasbaugh’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Strasbaugh with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Strasbaugh, please contact the SEC or the state securities regulators for those states in which Strasbaugh maintains a notice filing. A copy of Strasbaugh’s current written disclosure statement discussing Strasbaugh’s business operations, services, and fees is available from Strasbaugh upon written request. Strasbaugh does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Strasbaugh web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Strasbaugh), will be profitable or equal any historical performance level(s). Certain portions of Strasbaugh’s web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Strasbaugh (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Strasbaugh, or from any other investment professional. Strasbaugh is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice. Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Strasbaugh is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Strasbaugh by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. To the extent that any client or prospective client utilizes any economic calculator or similar interactive device contained within or linked to Strasbaugh’s web site, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Strasbaugh, or from any other investment professional. Each client and prospective client agrees, as a condition precedent to his/her/its access to Strasbaugh’s web site, to release and hold harmless Strasbaugh, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from Strasbaugh.

Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Strasbaugh), will be profitable or equal any historical performance level(s).

Certain portions of Strasbaugh’s web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Strasbaugh (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Strasbaugh, or from any other investment professional. Strasbaugh is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.

Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Strasbaugh is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Strasbaugh by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers.

To the extent that any client or prospective client utilizes any economic calculator or similar interactive device contained within or linked to Strasbaugh’s web site, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Strasbaugh, or from any other investment professional.

Each client and prospective client agrees, as a condition precedent to his/her/its access to Strasbaugh’s web site, to release and hold harmless Strasbaugh, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from Strasbaugh.

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