Strata Financial Group, LLC

10/16/2026

Millions of small business owners are preparing to exit. Discover why acquisition entrepreneurship is creating a new generation of business buyers.

Millions of small business owners are preparing to exit. Discover why acquisition entrepreneurship is creating a new generation of business buyers.

10/14/2026

💡 Buyers today are increasingly interested in acquiring existing businesses rather than starting from scratch. Businesses with clear processes, organized financials, and reduced reliance on a single owner may be better positioned for future opportunities.
As we celebrate Women's Small Business Month, it's a great reminder that preparing your business for the future is an ongoing process, not a last-minute decision.

10/13/2026

Curious about what’s driving the markets? Weekly Market Commentary breaks it down for you.
✅ Get the insights you need to make informed decisions. https://www.stratafinancial.com/weekly-market-commentary

10/12/2026

Our 4th Annual Community Document Shredding Event is almost here!
Join us this Saturday, October 17, from 9:00 AM to 12:00 PM at our Sheffield Village office for secure, no-cost document shredding for residents of Lorain County and Vermilion City.
As a thank you for joining us, we'll also be serving complimentary breakfast throughout the event, including donuts, bagels, coffee, hot chocolate, and orange juice. ☕
Bring your old statements, tax documents, and other sensitive paperwork, and let us help you safely dispose of them.
📍 5058 Waterford Drive, Sheffield Village, OH 44035
We look forward to seeing you there!

10/09/2026

Long-term care insurance helps pay the cost of long-term care if you can no longer perform the basic activities of daily living.

Long-term care insurance helps pay the cost of long-term care if you can no longer perform the basic activities of daily living.

10/08/2026

Despite geopolitical tensions, rising interest rates, and questions surrounding AI spending, U.S. stocks continue to climb the "wall of worry" thanks to strong corporate earnings, resilient consumer finances, and expanding opportunities across the AI ecosystem. While higher Treasury yields and other risks could create short-term volatility, a diversified investment approach and confidence in long-term economic and corporate fundamentals support staying invested.

Despite geopolitical tensions, rising interest rates, and questions surrounding AI spending, U.S. stocks continue to climb the "wall of worry" thanks to strong corporate earnings, resilient consumer finances, and expanding opportunities across the AI ecosystem. While higher Treasury yields and other...

10/07/2026

We’re excited to share that Mitchell A. Romeo, CPWA®, CPFA® is featured in the Cleveland Plain Dealer as part of the 2026 Five Star Wealth Manager recognition.
This acknowledgment reflects Mitchell’s dedication to helping individuals, families, and business owners navigate important financial decisions with confidence and clarity. Being featured alongside other recognized professionals is an honor, and we’re grateful for the trust our clients place in us every day.
Read the feature here: https://app.essentialengine.com/ereprints/612641

10/07/2026

Many people assume long-term care is only something to think about later in life, but planning ahead can provide more flexibility and options down the road.
This week's Wealth Insights Wednesday highlights the value of understanding how long-term care could fit into your overall financial strategy. Taking time to learn about available options today may help you feel more prepared for tomorrow.

10/06/2026

Markets move fast—are you keeping up? Check out this week’s Market Commentary for the latest trends and analysis.
📈 Your guide to smarter investing starts here: https://www.stratafinancial.com/weekly-market-commentary

10/05/2026

A new tax-advantaged investment account, known as a 530A or "Trump Account," is designed to help children build wealth for the future. Eligible children may receive a one-time $1,000 government contribution, and family members, employers, and organizations can contribute up to annual limits. With decades of potential growth ahead, these accounts may offer a powerful opportunity to teach financial responsibility and support long-term financial goals. Watch the video below for a quick overview of how 530A accounts work and whether they may be worth considering for your family.

A new tax-advantaged investment account designed to help children prepare for the future is available.