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Strategic Financial Group, LLC

Strategic Financial Group, LLC (SFG) is an integrated and comprehensive wealth management firm that has been helping a select group of families, businesses, individuals, and institutions achieve their financial planning and wealth management goals since 1996. With a business practice modeled after family offices, SFG takes a holistic approach to financial planning for its clients. Each SFG client has a tailored team of highly skilled professionals suited to solve the issues and financial concerns unique to that client’s financial situation. Client success rests on the firm’s ability to integrate, well-constructed and dynamic plans that are reviewed and amended over time. These plans integrate tax, estate, risk management, legal succession, and inheritance issues, to name a few. SFG prides itself on nurturing client relationships that not “one and done,” but are structured to last a lifetime and beyond.

Strategic Financial Group, LLC is a SEC Registered Investment Advisor.

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Robert A. Mecca, CFP®, MBA

Bob Mecca - Independent Financial Advisor

Robert Mecca, CFP® & MBA

For the last 25 years, Robert A. Mecca has provided independent, fee-only, financial planning services to individuals, families, and businesses. With Bob, you are a life planning partner - working together from the birth of children to sending them off to college, through new promotions to losing jobs, through weddings and divorces, and navigating through the many other challenges life throws our way.

Bob resides with his wife of 34 years in Hoffman Estates, IL with their dog Barney. In his free time, Bob enjoys boating, golfing, gardening and is a certified open water scuba diver. Bob is also an active philanthropist with his private foundation, Barney’s Friends, which supports the local community and helps organizations rescue domestic animals.

Bob received his bachelor's degree from Northern Illinois University in 1972, his MBA from DePaul University in 1976, and his CERTIFIED FINANCIAL PLANNER (CFP®) certification in 1985.

Bob's Achievements And Designations

  • Corporate Treasurer of a major Chicago-based firm and manager of a prestigious investment portfolio for 15 years
  • Chief Investment Officer of a major corporation
  • Financial instructor, master's program, Northern Illinois University
  • Past chairman, O'Hare Financial Planning Roundtable
  • Past director, Chicago Financial Planning Association
  • Interviewed on radio and television, as well as for newspapers and magazines
  • Keynote speaker to professional organizations
  • Published author on a wide range of financial topics

To learn more about other Strategic Financial Group, LLC team members - Click Here

SFG Mecca Division

One of Bob's personal priorities has been to develop a succession plan for his business (Robert A. Mecca & Associates, LTD.).  This process was not only essential, but also key to making sure that his client’s financial security continues to be in excellent hands.  It was Bob's desire to find a team of advisors that would offer the same high ethical standards, with a comprehensive and fee-only approach to prudent financial planning that his clients have come to expect from Robert A. Mecca & Associates, LTD.  After extensive due diligence and research, Bob is pleased to announce that he has found the right team in Strategic Financial Group, LLC (SFG).

Effective April 8th, 2016, Robert A. Mecca & Associates, LTD entered an agreement with SFG for the sale of the company’s investment advisory and financial management business. Bob and his current staff will continue to be actively involved with SFG and its team members for the foreseeable future. Bob will continue to work with his clients as the primary relationship advisor as he has in the past, enhanced by the additional benefits associated with SFG.

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Robert Mecca Is Presented Five Star Wealth Manager Award For 2012, 2013, 2014, 2015 and 2016

Wealth Manager Logo 2016

To receive the 2016 Five Star Wealth Manager award, researched and managed by Five Star Professional, a wealth manager must meet 10 objective eligibility and evaluation criteria: 1) Credentialed as an investment advisory representative (IAR), a FINRA-registered representative, a CPA or a licensed attorney; 2) Actively employed as a credentialed professional in the financial services industry for a minimum of five years; 3) Favorable regulatory and complaint history review; 4) Fulfilled their firm review based on internal firm standards; 5) Accepting new clients; 6) One-year client retention rate; 7) Five-year client retention rate; 8) Non-institutionalized discretionary and/or non-discretionary client assets administered; 9) Number of client households served; 10) Educational and professional designations. 5,833 wealth managers in the Chicago area were considered for the award. 716 were named 2015 Five Star Wealth Managers which represents less than 7 percent of the total wealth managers in the area. Wealth managers do not pay a fee to be considered or placed on the final list of 2015 Five Star Wealth Managers. The Five Star award is not indicative of the wealth manager's future performance.

View more information on the Five Star Wealth Manager program and the research/selection methodology.