FIND THE RIGHT PATH
WITH FINANCIAL STRATEGIES GROUP

ABOUT FINANCIAL STRATEGIES GROUP

Foundation of Relationship and Trust

Financial Strategies Group began with a common sense approach to teach each client the “why” of financial planning and walk with them down the financial path of life all for the purpose of helping them live a financially peaceful life.

Financial Strategies Group was founded on the principles of relationship and trust. We continue to this day to offer competitive products while maintaining a personal relationship with each of our clients.

Our mission is simple:

To guide individuals, families, and small businesses toward a strong financial future, through education and timely advice.

OUR STORY

Our journey began in 1987 when founder Mark Young started his career as an independent Financial Advisor. He and his partner opened an office together in south Moorhead forming Financial Strategies Group.

In 1992 Financial Strategies Group moved to a North Fargo location across the street from the Northport shopping center. While in this location Douglas Schmitz joined the team in 1992 as a Financial Advisor and Michael Young joined in 1999 as the Service Manager.

As our staff expanded we needed to find a location with more room for growth. In December of 2000 we made the move to our current North Fargo location just off of University Drive.

In 2003 Craig Rottman joined our team as a Financial Advisor transitioning from North Dakota State University as a Physics Professor.

In 2006 Michael Young earned his Certified Financial Planning Certificate and started transitioning to a Financial Advisor role.

In 2008 Tawna Hermanson joined our team as a Sales Assistant. In 2012 Tawna became securities licensed. She became a full time Financial Advisor in 2015.

Over the years Financial Strategies Group has added staff with a team approach - finding strong advisors and support staff with a variety of backgrounds and strengths. This allows us to serve our clients to the best of our ability.

Want to learn more about our advisors? Check out Our Team page.

“Our goal is to assist our clients in every area of their financial lives
while upholding a high level of excellence in our industry.”

WHAT MAKES US GREAT

TRUST IS EARNED

We value each and every client of ours. You will quickly see how we offer a no-pressure and transparent service of guiding you in your finances.

REAL PEOPLE HELPING REAL PEOPLE

When we meet with our clients, it’s more like working with close friends or family. Our clients appreciate that we show a genuine interest in their life and unique circumstances they are facing each day. We want to be real people walking through this financial journey with real people.

YOU HAVE OUR ATTENTION

In life, do you ever feel like you are just a “number” waiting in line to be seen for everything? You won’t find that here at Financial Strategies Group. In fact, we want to get to know you and your family. We don’t take you for granted.  We will have regular visits with you to keep the communication going.

TEACHING YOU TO FISH

As we guide you in the road to success in your finances, we want you to be a knowledgeable investor and know why you have a plan. You actually will become a help to your family and friends as you learn financial principles. Don’t worry, we use normal, everyday terms. No confusing meetings that leave you wondering which way is up.

EVERYONE WALKS A ROAD

We have found that everyone walks a financial road. Some find the path to be rough while others have found a smoother path. No matter where you are in your financial journey, we will come beside you and find out where you are and where you want to go. To do this, we spend a lot of time learning about you. This helps us to find out what is best for you - which will be different than others. You are on a financial road - let us help you discover the path to YOUR dreams!

JOINING A TEAM

When you join us in this journey, you don’t just have one financial advisor, but a support system of our whole team - which brings in decades of experience - all for you!

MEET OUR ADVISORS

Mark Young Doug Schmitz Mike Young Craig RottmanTawna Hermanson

Why work with a financial advisor?

Expertise

With increasingly complex financial markets, finding a trusted and qualified financial advisor is more important than ever. We have the knowledge and experience to guide you through the various financial stages of your life. We understand the importance of not only helping you reach your financial goals, but ensuring that you understand the reasoning behind each step we take.

Time

Do you have time to review your portfolio and evaluate investment alternatives? Your time is valuable. Let us spend our time doing what we enjoy so you can do the same.

Guidance

There are ups and downs in financial markets just as there are in your own life. Emotions tend to drive many choices and often cloud judgment. We can offer you personal attention and level advice during the good times and the bad helping you to follow a disciplined plan.

Sign up for our newsletter