Who We Are
Our Story
The dedication to our clients knows no limits. While we cannot promise financial results from your investments, we can promise you that we will walk alongside you. We will empower you with information and every question is important to us. At Strive Financial, we operate with the highest standards of customer service as our goal. Our core values are more than words; it is a mandate for how we treat our clients. Striving together means you’re in the driver’s seat with our team as your trusted copilot. We are unique in that we utilize a team approach with our client family, rather than assigning only one advisor to you. Having multiple trusted advisors to handle specific areas ensures you will receive increasingly comprehensive and knowledgeable service.
Advisor Team
Stephen Michael Nelson, RICP®
Founding Partner/Financial Advisor
678-541-2800 ext 1
stephen@strivefinancial.com
Matthew Thomas Jones, CFP®
Founding Partner/Financial Advisor
678-541-2800 ext 2
matthew@strivefinancial.com
Derek Alexander Ruiz
Founding Partner/Financial Advisor
678-541-2800 ext 3
derek@strivefinancial.com
Blake Floyd
Senior Associate/Financial Advisor
678-541-2800 ext 4
blake@strivefinancial.com
Operations Team
Portfolio Managment Team
Compliance Team
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.
Start your financial journey today!
Fill out our contact form to set up time to discuss your financial planning goals. Our team will reach out to you to schedule a time that’s convenient for you. During our initial meeting we will review:
Your current finances, goals, and risk tolerance
Strategies we can employ to develop a powerful and diverse portfolio
What unique combination will be right for your needs
How we monitor and care for your financial future for the long term
We are excited for the opportunity to work with you to meet your financial goals.