Susan Strasbaugh
CFP®, EA, AIF®
Buckingham Strategic Wealth
Wealth Advisor and Team Leader
Susan Strasbaugh
CFP®, EA, AIF®
Buckingham Strategic Wealth
Wealth Advisor and Team Leader
As a fee-only wealth advisor, we like to look at the big picture together to make sure you meet all your personal and family goals. - Susan Strasbaugh, CFP®, EA, AIF®
Forever standing on the side of our clients.
Buckingham Strategic Wealth is a fee-only, fiduciary wealth management firm providing comprehensive financial planning, investment management and holistic wealth planning to help clients build and protect their wealth through life’s transitions. Our highest aspiration is to help our clients fulfill their financial dreams. Our advisors are never paid a commission of any kind and have a legal obligation to provide unbiased and trustworthy financial advice.
As a CERTIFIED FINANCIAL PLANNER™ practitioner and Accredited Investment Fiduciary, Susan Strasbaugh takes a total-care approach to identifying, organizing, planning, implementing and coordinating clients’ most important financial goals. She has years of experience in overseeing both the big picture and most specific details of clients’ financial lives, to help give them peace of mind that they’re on the path to achieving their dreams.
As a fiduciary, fee-only advisor, Susan takes a team approach to planning, building and managing clients’ customized investment portfolios. She works not only with her local team, but with Buckingham Strategic Wealth’s national network of investment and planning specialists, to ensure that even the most complex aspects of clients’ financial needs are well addressed. Susan also serves as a member of the Buckingham Investment Policy Committee.
Susan is an Enrolled Agent, a credential that equips her to be sensitive to and adeptly manage the significant impact that taxes can have on an otherwise well-developed financial plan.
Building on her years of experience in the securities and financial planning industry, Susan founded Strasbaugh Financial Advisory Inc. in 1998 to bring financial clarity and ongoing client care to individuals and families in Colorado Springs and across the western United States. Her firm joined Buckingham in 2018.
Susan holds a bachelor’s degree in business administration from the University of Southern California. She is a member of several professional financial organizations, including the National Association of Personal Financial Advisors (NAPFA) and the Estate Planning Council of Colorado Springs. Susan has been recognized as a Woman of Influence by the Colorado Springs Business Journal, an honor awarded to local women who have had numerous professional accomplishments and have made a positive impact on the community.
Susan serves on the board of directors of Care & Share Food Bank and a former board member of CASA of the Pikes Peak Region. She and her Buckingham team devote time each year working with local charities including Marion House Soup Kitchen, Care & Share Food Bank, and Community Partnership for Child Development. Outside of work, Susan unwinds by reading, travel, playing tennis and hiking on the many trails of Colorado with her husband, Richard, and two dogs. She is the proud "Nana" to grandson Kieran and baby boy number 2 on the way this fall.
Susan Strasbaugh is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Experience is everything.
Imagine having the freedom to focus your time and attention on the things that give you energy. We have spent decades closely following the market, economy, tax strategies and planning topics—so you don’t have to. Buckingham Strategic Wealth helps individuals, businesses, nonprofits and retirement plans owners achieve their most important life and financial goals by building holistic, evidence-based wealth plans.
First, we embark on a personal discovery process to uncover what’s important so we can DESIGN a plan customized to address your deepest wants and needs.
With academic research and financial science as the foundation, we BUILD a plan that’s the perfect fit, with distinct objectives and attainable action items.
Then, we PROTECT your plan by checking in to measure progress toward your goals and adjust as needed.
We are enthusiastic, unapologetic advocates of evidence. Your dreams and passions are too important to leave up to chance. Our offices serve as think tanks, where a kinetic mix of intelligence and diverse professional experience come together to benefit our clients.
We love working with data. Then those insights are put into play. We construct our portfolios out of diversified stock funds; high-quality bonds; and, in some cases, alternative investment strategies. We help you control what you can in your portfolio: taxes, fees and risk.
In addition to being fiduciaries who always work in your best interest, we are proudly fee-only. We do not receive compensation or commission for selling products. This model ensures we are always on the same side as our clients.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Estate planning
Ideal Clients
- Retirees and Near Retirees
- Business Owners and Executives
- Professionals
- Multiple Generation Families
- Executive Women
- Widows
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Susan Strasbaugh is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Susan Strasbaugh is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Susan Strasbaugh is an Enrolled Agent with the IRS (Learn More)An enrolled agent is a federally authorized tax practitioner empowered by the U.S. Department of the Treasury to represent taxpayers before the Internal Revenue Service. Enrolled agent status is the highest credential awarded by the IRS.
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Susan Strasbaugh is an Accredited Investment Fiduciary® (AIF)Accredited Investment Fiduciary® (AIF®) training empowers investment professionals with the fiduciary knowledge and tools they need to serve their clients’ best interests. Advisors who have earned the Accredited Investment Fiduciary designation have gone through training, met the qualifications, and passed the exam allowing use of the AIF designation and they are immediately able to demonstrate the added value that they can bring to both existing and prospective clients.
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Susan Strasbaugh Serves on the NAPFA Consumer Education Foundation (NCEF) Board of Trustees
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Susan Strasbaugh is a Member of Estate Planning Council of Colorado Springs
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Susan Strasbaugh is a Member of the Care and Share Board of Directors
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Susan Strasbaugh Named "Woman of Influence" by The Colorado Springs Business Journal
Contact Susan Strasbaugh
Office Locations:
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8580 Scarborough Drive
Suite 145
Colorado Springs, CO 80920
