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About Us

National Financial Strategy Group, LLC (National FSG) is one among three affiliated companies. The other two are Financial Strategy Group, PLC and FSG Investment Management, LLC. In its formative years, Financial Strategy Group, PLC’s clients would often ask how they should handle specific personal financial matters. Their questions ranged from whether or not they could afford a second home to when might they be able to comfortably retire. As many of our clients’ questions were too complex for a simple answer, we created a model to analyze various scenarios surrounding their personal financial situations. This model has evolved into one of National FSG’s flagship tools, the Cashflow Fingerprint®. Once Financial Strategy Group, PLC delivered the results of its analysis, clients would ask who could help them implement our recommendations. We would often send some of our best clients to a local, non-affiliated investment manager or broker. Often, our clients would lament that the professionals to whom we sent them did not have the same understanding, or the ability to analyze, their situations. As a result, we formed FSG Investment Management, LLC and began offering financial planning and wealth management solutions. Today, FSG Investment Management, LLC, a Registered Investment Advisor whose principals own the majority of National FSG, manage over $500 million for hundreds of clients.

National FSF offers a suite of financial planning tools to Registered Investment Advisors, wealth managers, and professional financial planners. These tools are designed to help you recruit and retain clients. National FSG has the technology and expertise to help you grow your business. Why not proactively meet more of your clients’ needs. Learn more about how you can harness the expertise we’ve spent over a decade building. Allocate more time growing your business! Let National FSG bridge the gap between the status quo and the potential accelerated growth and prosperity of your wealth management and investment advisory business. Contact National FSG today to explore how we can help you more effectively utilize your time.


In addition to serving as President, Chief Manager, Chief Compliance Officer, and Principal Owner of FSG Investment Management, LLC, Cliff is also a Principal Owner of National Financial Strategy Group, LLC. Cliff has decades of experience in complex financial matters and a decade of formal investment experience. Cliff holds a series 65 securities license, and he graduated Magna Cum Laude from Memphis State University, now The University of Memphis.

In additional to serving as Secretary and Principal Owner of FSG Investment Management, LLC, Andy is also Principal Owner of National Financial Strategy Group, LLC. For his entire career, Andy has dealt with financial and accounting matters, and for the last decade, Andy has had direct investment experience. Andy holds a series 65 securities license, earned a BS from University of Tennessee and an obtained an MS in taxation from Memphis State University, now The University of Memphis.

Stuart is a Principal Owner of National Financial Strategy Group, LLC, and he heads up the National FSG sales, marketing, and technology effort. Stuart has over a decade and a half of institutional investment experience. Stuart has passed the Series 65 Uniform Investment Adviser Law Exam and previously passed the following securities license exams: 24, 7, 52, and 63. His education includes an undergraduate degree from Thomas Jefferson’s University of Virginia and an MBA from Vanderbilt University.

For 5 years, Stuart served as a board member of the Downtown Memphis Commission, was the Board Treasurer and Secretary. Stuart is also V.P. and former Secretary of the McGehee Family Foundation and was on the Ducks Unlimited President’s Council.

Important Disclosures and Web Site Use Agreement

National Financial Strategy Group, LLC's (National FSG) website does not represent an offer of, or a solicitation for, investment advisory services, securities, or investment products. National FSG provides a suite of client support services and planning tools to Registered Investment Advisors, wealth managers, professional financial planners, and institutional investors. National FSG does not offer tools and services to individual, or retail, investors. Registered Investment Advisors, wealth managers, and financial planners should consider their and their clients' own investment objectives and should never rely on any single chart, graph or marketing piece to make decisions. National FSG is not a broker dealer and does not offer tax or legal advice. Please consult your tax adviser or legal counsel for assistance with your specific needs. None of the information presented here is intended to form the basis for any investment decision, and no specific recommendations are intended.