Anderson Financial Strategies, LLC is an independently owned
financial planning and investment management firm located in
Dayton, Ohio. Our mission is to provide both individual and
business clients with boutique level attention along with the
most advanced financial strategies to help them achieve their
We embrace serving as a fiduciary to our clients by placing their needs first. Our focus is on providing unbiased, objective advice that is customized to fit the unique needs of our clients.
As a client, you will be plugged into an "ecosystem" of financial advice that is designed to give you confidence about your financial decisions.
|Firm Start Year:||2012|
|Name of Custodial Firm:||TD Ameritrade|
|States Licensed in:||AZ, FL, IN, OH, SC, VA|
|Number of Years with Current Firm:||8|
|I work with the following types of clients:||Individual Investors, Investment Clubs, Businesses, Non-Profit Organizations|
|Advisory Services Provided:||Portfolio Management, Retirement Planning, Tax Advice and Services, Insurance Planning|
|Investment Types:||Mutual Funds, Stocks, Exchange Traded Funds (ETFs)|
|I can meet clients in the following ways:||Via Phone, Via Email, At my office, At your home, Video Conference, At your office|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Disability, Long Term Care|
|Financial Organization Memberships:||Dayton CFA Society|
|Registered Investment Advisor:||Yes|
|Investment Advisor Representative:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Compensation Methods:||Flat Fee, Hourly, Based on Assets|
|Fee % Based on Assets:||0.55-1.25%|
|Organization:||CFA Society Dayton Dayton, OH|
|Duration :||7/1/2016-Currently holding|
|Bachelors of Science in Business - Financial Services||
Wright State University - Dayton, OH
|Masters of Business Administration - Finance||
Wright State University - Dayton, OH
Shon began his financial career in 2003. He is a two time graduate of Wright State University earning both a Bachelors degree in financial services as well as an M.B.A. in finance. Shon has also earned the distinguished designations of CERTIFIED FINANCIAL PLANNER" and Chartered Financial Analyst. Shon is the current President of the CFA Board of Dayton. Shon is also involved with the Wright State chapter of Delta Tau Delta as an alumni advisor. In the past, Shon has volunteered his time with the Dayton chapter of SCORE, Counselor's to America's Small Business and St. Vincent DePaul gateway shelter.
On a personal note, both Shon and his wife Jess grew up in the lake community of Shawnee Hills near the small town of Jamestown, Ohio. Presently, they reside in Beavercreek, Ohio with their three daughters and son.
We work closely with you to determine your investment time horizon and personal tolerance for risk, and we use that to determine which of our model portfolios best suits your needs and goals. We use a scientific, evidence-based approach to designing our portfolios and asset allocation, with the ultimate goal of targeting returns with the least amount of volatility.
We have a retirement planning process that helps you determine your goals and desires for your retirement, and then we use all the data to help you decide the right time financially to retire, how to handle the biggest risks in retirement (Healthcare, Long-term care, outliving your money), and how to invest your money to provide a lifetime income.
We can help you take care of loved ones by bringing all substantial financial risks you currently bear and recommending appropriate solutions. Depending on the risk, that may be an insurance policy or possibly another strategy.
|Mon.||9:00 AM - 5:00 PM|
|Tue.||9:00 AM - 5:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 5:00 PM|
|Fri.||9:00 AM - 5:00 PM|
|New Lebanon||Spring Valley|