Stroud Wealth Management

Stroud Wealth Management is a financial planner in Springfield, Ohio, at 1186 E Home Rd. The firm works with individuals, families, and businesses on financial planning, retirement planning, investment management, risk management, and tax strategies and planning, and its clients are family-oriented, successful professionals, business owners, executives, and retirees.

The firm's history reaches back to 1982, when Janet (Jan) Stroud and her husband lost their jobs within a couple of months of each other while raising two children in high school. After Jan and her son Steve saw what a little planning did for their family, both earned degrees in finance. They started separate businesses and joined offices in 1996. David, Steve's son, joined in 2019 as the third generation after earning a full ride to Wright State. Jan retired in 2020, and today Steve and David serve clients.

Steve and David Stroud are both CFP® and CKA® professionals; Steve is a co-founder, wealth planner, LPL branch manager, and owner, and David is a wealth planner and owner. Anne Stroud serves as office administrator. The team describes itself as multigenerational and collaborative, and its Lifestyle-Based Investing™ approach has been used with clients since 2007. The firm also uses its BIGGEST Picture Formula™ in retirement planning, and it offers a 15 minute Q&A call.

The office sits on E Home Rd, about 0.2 miles from the Olympic Hills neighborhood and 0.3 miles from Springfield Christian School. Edgewood Farms is 0.4 miles away, Culp Lake 0.6 miles, and both Lagonda Park and Municipal Stadium are about 0.9 miles from the office.

With a team spanning three generations and more than four decades of guiding Springfield-area clients through uncertain markets, Stroud Wealth Management pairs long-range financial planning with a small-town approach in Springfield.