Our Team
No needs are more important than your own. We pride ourselves in making your needs and goals, our own. We don't simply work for you. We work with you to understand who you are as an individual and as an investor. Our mission is to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. We’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.
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Allan H. Strange, AIF®
Executive Vice President / Wealth Management, Financial Advisor
Melissa G. Garrett, CFP®, CDFA®, AIF®, AWMA®
First Vice President / Wealth Management, Financial Advisor
John F. Baron, AIF®
Vice President / Wealth Management, Financial Advisor
Katherine M. Schiefelbein, CDFA®, CLTC®
Associate Vice President / Wealth Management, Financial Advisor
Tyler Walters
Senior Registered Client Relationship Associate / Wealth Management, Senior Registered Private Client Associate
Lauren D. Clark
Senior Registered Client Relationship Associate / Wealth Management, Senior Registered Private Client Associate
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Recognitions / Awards
The Strange Wealth Advisory Group and its members have been consistently recognized . These recognitions are highly regarded, elite achievements that are awarded annually to a select group of advisors nationwide.
401(k) Plan Advisors
Our group is a consistently recognized leader in corporate retirement plans.
Business Retirement Plans
We are committed to working with your organization to deliver innovative, results-oriented strategies. Our step-by-step process has been developed to help you reach your goal of offering a well-designed plan, with high-level service, that helps your valued employees achieve financial security.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
December 10, 2024
9 Considerations for 2024 Year-End Tax Planning
The end of the year is a great time to start thinking about your taxes for the upcoming year. Here are things you can do now to get on track for 2025.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
October Investment Perspectives
We take a closer look at economic activity in China, the potential changes to tax exemptions and what that might mean for munis, and how earnings expectations drive stock prices.
Status and Investment Implications of Infrastructure, Clean Energy, and Semiconductor Spending Acts
In this special report, our Investment Strategy Groups discusses the investment impacts of recent major government spending initiatives.
Here’s What You Can Do to Prevent Check Fraud
Instances of check fraud are on the rise in the U.S. Here are some best practices to help you avoid becoming a victim.
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Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.