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Who We Are

Building financial confidence for navigating life changes

Since we founded Strasbaugh Financial Advisory in 1998, our mission has been to help people realize their personal goals by working closely with each of our clients, one relationship at a time. Across good economic times and bad, we guide you in employing durable strategies for accumulating and preserving your wealth – as well as spending and enjoying it – prior to and in retirement.

All that we do is guided by our role as your fiduciary advisor, a role we embrace with pride:

  • Our obligation to you - Our fiduciary relationship means that we are legally obligated to place your financial best interests even ahead of our own in the care that we provide.

  • Our advisor relationship with you - As a Registered Investment Advisor firm, we are in the business of: (1) delivering well-informed, personalized advice to you, (2) helping you implement that advice, and (3) managing the costs involved transparently and in your best interest. That’s it; we have no other agendas.

  • Our fee-only compensation from you - We are fee-only advisors, which means the clearly disclosed fees you pay us for advice and investment management are our sole source of compensation. We accept no commissions or other payments from third-party relationships that may otherwise taint our fiduciary relationship with you.

"Happiness is not in the mere possession of money; it lies in the joy of achievement, in the thrill of creative effort. " - Franklin D. Roosevelt

 

 

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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