Stroud Wealth Management

Stroud Wealth Management is a Financial Planner in Springfield, OH. The firm provides financial retirement planning, insurance, and wealth management services to help clients make informed investment decisions. They specialize in guiding individuals, families, and businesses toward achieving their financial goals through a collaborative approach. Their services include financial planning, retirement planning, investment management, risk management, tax strategies and planning, and estate planning. The firm serves family-oriented, successful professionals, business owners, executives, and retirees. Stroud Wealth Management began out of resilience and determination when founders Janet Stroud and her husband faced financial uncertainty in 1982. After seeing the difference planning made for their family, Janet and her son Steve earned degrees in finance to help others prepare for uncertain times. They joined offices in 1996. In 2019, Steve’s son David joined the firm as the third generation. The firm utilizes a Lifestyle Based Investing approach, which has helped clients navigate market fluctuations since 2007. Steve and David are dedicated to helping clients build secure financial futures rooted in perseverance and long-term relationships. The multigenerational team includes Co-founder Janet Stroud, who retired in 2020, and current owners Steven Stroud and David Stroud. Both Steven and David hold CFP and CKA designations. Steven also serves as a Wealth Planner and LPL Branch Manager. Anne Stroud works as the Office Administrator. The firm uses a BIGG Picture Formula to approach retirement planning, helping clients find confidence and fulfillment in this stage of life. They create customized plans considering savings targets, income sources, and desired retirement lifestyles. Located at 1186 E Home Rd in Springfield, OH, the business connects with clients via phone at 937-342-0100 or email at [email protected]. Stroud Wealth Management brings a family tradition of financial guidance to Springfield, OH, combining multigenerational expertise with personalized strategies to secure clients' financial futures.

Stroud Wealth Management is located on E Home Rd in Springfield, OH, about a quarter mile from the Olympic Hills neighborhood and a third of a mile from Springfield Christian School.

BizScoreAI awarded the firm a Schema and Structure score of 100 out of 100, which ensures AI assistants and search engines understand exactly what the business is and what it offers. The business achieved a Technical score of 81 out of 100.