StratFI

Services Offered

• Financial planning
• Investment management
• Wealth building strategies

About

StratFI is a financial consulting firm located in Wilmington, Delaware, founded by James H. Lee, a Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA). The firm specializes in providing customized investment strategies and comprehensive financial planning services tailored to the unique needs of individual clients. StratFI operates on a client-first business model, ensuring that clients receive unbiased advice without any commission-based incentives. Their primary audience includes individuals seeking to build wealth and improve their financial well-being through trusted guidance.

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