Strategic Named as One of Nation’s Top DC Advisor Teams

Posted on March 24, 2025

NAPA Top DC Advisor Teams

Utica, NY, March 20, 2025 – Strategic Financial Services, Inc. ("Strategic"), a leading independent wealth management firm based in Central New York, is pleased to announce that it has been named to the National Association of Plan Advisors’ list of the nation’s top defined contribution (DC) Advisor Teams with Assets under Advisement of at least $100 Million.

"We are honored to be recognized among the country’s top 401(k) advisors on NAPA’s Top DC Advisor list,” said Greg Tedone, Head of Retirement Plans and Senior Advisor at Strategic Financial Services. “Climbing higher on this prestigious list reflects our unwavering commitment to helping employers deliver exceptional retirement plans that drive better outcomes for their employees. We remain focused on bringing high-touch fiduciary guidance and innovative solutions to the organizations we serve,” added Tedone.

Unlike other lists, this focuses on individual firms—or what may, in a wirehouse environment, be referred to as a team or office—and the assets under advisement related to their defined contribution (DC) practice, specifically in a single physical location. The list is based on self-reported DC assets under advisement (AUA) as of year-end, and inclusion is not indicative of the team's past or future investment performance.

The inaugural list was published in 2017.  

“Since their inception, NAPA’s various industry lists represent the best of what the retirement plan industry has to offer, setting the bar higher for financial professionals and plan advisors specifically,” said John Sullivan, Chief Content Officer of the American Retirement Association, and Editor-in-Chief of NAPA-Net, the nation’s leading online resource for retirement plan advisors. “The NAPA Top DC Advisor Teams are ranked by self-reported DC assets under advisement and highlight the positive impact they’re making on the nation’s private retirement system.”

This year’s list featured 431 teams representing 43 states and the District of Columbia.

Sullivan added, “As the nation’s voice for retirement plan advisors, we are once again pleased to highlight the contributions and commitment of these teams.”

The list of NAPA’s Top DC Advisor Teams, which will be published in the Spring issue of NAPA Net, the Magazine, is available online at https://www.napa-net.org/industry-content/accolades-home/napa-accolades-topdcadvisor-teams/napa-topdcadvisorteams---2025/

For more information about Strategic Financial Services, Inc., please visit www.investstrategic.com.

About Strategic Financial Services

In business since 1979, Strategic has a team of over 37 wealth management and retirement plan professionals, servicing more than 1,200 clients and managing more than $2.3 billion in assets. Areas of focus include Investment Management, Financial Planning and Corporate Retirement Plans.

Headquartered in Utica, NY with satellite offices in Rochester, Syracuse, Rome, Litte Falls, and West Palm Beach, FL. Strategic is an established wealth management firm and regional leader in the investment industry. While successfully growing from established roots, it continues to expand its geographic footprint and influence across the northeast and throughout the United States.

About the National Association of Plan Advisors

The National Association of Plan Advisors was created by and for retirement plan advisors. Membership is also open to other retirement industry professionals who support the interests of plan advisors. NAPA is the only advocacy group exclusively focused on the issues that matter to retirement plan advisors. NAPA is part of the American Retirement Association, based in the Washington, D.C. area. More information about NAPA is available at napa-net.org.

CenterState CEO

Other Member News

October 20, 2025

Springbrook Expands in Central New York with New Syracuse Office

The expansion marks an exciting milestone in Springbrook’s ongoing mission to provide exceptional, person-centered support across the state.

Warm, hearty meals for casual friendly get-togethers
October 17, 2025

Fulton Dining and Activity Center Menu

Reservations are encouraged and bussing is available from participants homes to the center.

Oswego Jiu Jitsu & The Mix Women's Self-Defense Seminar
October 15, 2025

Oswego Jiu Jitsu & The Mix Women's Self-Defense Seminar

Find out more information and register here.

October 15, 2025

Join SUNY Oswego for A Showcase of Innovation, Collaboration and Impact!

RSVP to join us on October 23-24, 2025 at SUNY Oswego for any or all of the following four free events.

BCBS
October 14, 2025

Excellus BCBS 2026 Enrollment

Three simple steps to finding your new plan for 2026.

Shoulder Pain? Join SOS for a Virtual Community Talk on November 12 2025
October 14, 2025

SOS to Host Virtual Community Talk: “Your Shoulder Health: Exploring Arthritis Care and Surgical Advances”

The goal of the webinar is to empower patients and caregivers with evidence-based information, demystify the treatment process, and provide a forum for questions.

John Huhtala
October 7, 2025

Tompkins Community Bank Welcomes Commercial Banking Regional Manager

Huhtala, a 28-year industry veteran known for his leadership, mentorship and community engagement, will lead operations with the goal of driving growth and value for the bank’s clients.

shake shack pic
October 7, 2025

Shake Shack Grand Opening in DeWitt

We will be donating $1 from every burger and chicken sandwich purchased to the Food Bank of Central New York.

DisruptHR Syracuse
October 7, 2025

DisrUpstate Expands Bold Leadership Movement, Seeks Mentors for the DisrUpstate Exchange

The upcoming DisruptHR Syracuse event will feature eight powerhouse speakers, impactful networking, and vendors and sponsors committed to changing the future of work.