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Private Wealth Daily
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The Lean 100 · 2026 edition
No.54
Strategy Financial Group logo

Strategy Financial Group

Phoenix, AZ · Firm website

102%AUM growth, 2024 to 2026
$367MAUM in the 2026 filing
38%client growth
20people at the firm

AUM by filing

$136M2023
$181M2024
$280M2025
$367M2026

Clients by filing

5752023
7642024
9922025
1,0512026

Key people

  • Calvin Goetz
    Calvin GoetzFounder and PresidentOwner · 14 years at the firm
    in

Against the list

  • MeasureThis firmList median
  • AUM growth102%104%
  • Client growth38%43%
  • People207
  • AUM per person$18.3M$49.7M

Rank by measure

  • Official rankNo. 54102%
  • Client growthNo. 5638%
  • AUM added per personNo. 96$9.3M
  • AUM per personNo. 98$18.3M
← No. 53 VimaNo. 55 Scratch Capital →
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Strategy Financial Group: No. 54 on The Lean 100 (2026) — Private Wealth Daily