# Strategic Retirement Advisors

Strategic Retirement Advisors is a Bank / Wealth / Trust based in Sacramento, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Sacramento, United States
- **Region:** North America
- **Address:** 980 9th Street, Sacramento, CA 94289, United States
- **Founded:** 2007
- **Assets under management:** Undisclosed
- **Website:** strategicretirementadvisors.net
- **LinkedIn:** https://www.linkedin.com/company/strategic-retirement-advisors-llc

## Regulatory record

- **CRD number:** 142887
- **SEC file number:** 801-114888
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/142887

## About

Strategic Retirement Advisors was formed in 2007 by Brent Mick and Jeff Miller, establishing an independent registered investment advisor based in Sacramento, California. The firm advises high-net-worth individuals and retirement plans, operating without selling proprietary products or underwriting securities — a structure intended to keep advice free from product-driven conflicts. The firm constructs personalized portfolios using a five-step process that accounts for diversification, asset allocation, risk tolerance, taxation, and estate planning. Investments are drawn from stocks, mutual funds, bonds, exchange-traded funds, and options trading. The portfolio design is tailored to each client's income needs, liquidity requirements, tax considerations, and time horizon, with ongoing monitoring and periodic adjustments as life circumstances change. No adjacent investment vehicles, philanthropic foundations, or external club affiliations are publicly disclosed. The firm's Sacramento office operates weekdays with weekend appointments available by arrangement. The advisory structure functions as a traditional, independently owned RIA without a multi-family-office wrapper. The public operational footprint is deliberately small, with client-facing principals and no visible intermediary layers — a governance model that ties investment advice directly back to the named partners rather than a broader institutional committee.

## People

- Brent Mick — Principal
- Jeff Miller — Principal

## Questions

### Does Strategic Retirement Advisors sell proprietary products or earn commissions?

No. The firm explicitly states on its website that it does not sell products or underwrite securities, positioning itself as an independent, fee-based advisor. This structure is designed to remove conflicts that can arise when an advisor's compensation is tied to product distribution.

### What client types does Strategic Retirement Advisors primarily serve?

The firm advises high-net-worth individuals and retirement plans. Its service description and marketing language emphasize retirement planning, financial planning, and educational seminars, with portfolio construction addressing income needs, liquidity requirements, and estate planning — priorities typical of pre-retirees and plan sponsors.

### How does Strategic Retirement Advisors build and monitor client portfolios?

The firm uses a five-step investment management process that evaluates diversification, asset allocation, risk tolerance, taxation, and estate planning. Portfolios are built from stocks, mutual funds, bonds, ETFs, and can include options trading. Ongoing monitoring and periodic client meetings allow for adjustments when personal circumstances or market conditions shift.

### Is Strategic Retirement Advisors affiliated with a larger bank or wealth management platform?

Publicly available information, including the firm's own website, shows no affiliation with a larger bank, broker-dealer, or wealth management platform. The firm identifies itself as an independent financial management firm operating from a single office in Sacramento, California.

## Related profiles

- [Strategic Probability Partners](https://altss.com/profile/strategic-probability-partners)
- [Strategic Value Partners](https://altss.com/profile/strategic-value-partners)

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Last updated: 2026-08-11T02:43:31.692Z

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