Your Financial Success Starts Here

We are an independent financial advisory firm serving high-net-worth clients with tailored strategies across public and private markets—guided by experienced advisors and a commitment to transparency, discipline, and long-term value.

Households Served

200+

Client Rentention

99%+

Of Experience

50+ Years

Strive Services

"76% of Wealthy Investors Want More Than Just Returns — They Expect Holistic Financial Guidance"
Put our experienced financial advisors to work for you — with a full-spectrum strategy built around your goals.

Alternative Investments

Invest into diverse options beyond traditional equities and fixed income including:

  • Real Estate

  • Oil & Gas

  • Private Credit

Financial Planning

Our strategies can help your family plan for whatever your future holds:

  • Retirement Income Planning

  • Long Term Investing

  • Generational Wealth Building

Investment Management

Our team is here to make sure your money works for you and continues to grow:

  • Asset Allocation

  • Security Selection

  • Portfolio Management

Business Succession

Planning to sell your business? Let our team guide you through the process:

  • Company Valuation

  • Succession Planning

  • Transition Plans

Tax Planning 

Work with trusted CPA partners for:

  • Optimizing deductions and credits

  • Income timing

  • Entity and Investment Structure

Insurance Planning

Give your family peace of mind knowing you’re protected from life’s surprises:

  • Risk Assessment

  • Coverage Selection

  • Policy Review and Management

Ready to start your financial journey?

When you need a new roof, you call a professional roofer. When you need a new financial roadmap, you call Strive Financial.

What Our Clients Say

  • “I highly recommend Strive Financial. I have been working with Matt Jones since before he opened this office. Matt has helped me manage my finances through the recession and the covid pandemic. He always gives me the information I need to make informed decisions and handles my financial needs like I am family.”

    -Nicholas

  • “We’ve discussed my current financial situation, my retirement goals and from there chosen an investment strategy that benefits me most. I truly appreciate that Stephen does NOT use a cookie cutter approach and instead takes the time to personalize my investment model to my lifestyle.”

    -Stephanie

  • Matt and the Strive team have provided proactive, regular check ups and suggestion along with a great online tool that provides a comprehensive view of the entire portfolio.

    -Kevin

  • “My Wife and I love working with Strive Financial. Especially Mr. Blake Floyd. Blake is our guy because he is always looking out for our best interests. He makes us feel that we are his most important client even though he has many other clients to take care of.”

    -David

Our Trusted Partners

We believe a strong financial plan is built on a foundation of trust and collaboration. That's why we've carefully chosen to partner with leading investment groups from across the industry. Our partners share our mission of providing clients with the security and confidence they deserve, ensuring that your financial plan is supported by robust, reliable, and forward-thinking investment strategies.

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.