Mary StricklandCFP®

I am a progressive financial planner who works with women and families who are committed to living a life that is driven by more than themselves. My clients want their wealth to achieve goals that are both personal and global. Regardless of how they accumulated their wealth, my clients are interested in the same three things: a financial plan that is consistent with their values, a plan that is easy to understand and an advisor who shares their values.

Whether you are a woman going through the transition of divorce or widowhood, an entrepreneur working 24/7 to grow your dream or someone interested in socially responsible investing, I can help you work towards achieving your financial goals.

Education plays an important role in my value to you. I host regular seminars on timely themes. As a former instructor at Lakeland College, I understand the value of educating clients and want you to be as involved as you desire in taking control of your finances.