Our Team
Meet Our Team
Financial planning works best when it’s built on real relationships
Founding Partner and Financial Advisor
Craig Wright, CFP®, ChFC®, MBA
Craig is one of the founding partners of Strategic Financial, serving clients since 2009. He holds a Bachelor of Science in Psychology with minors in Counseling and Business Administration from Southwest Baptist University (2006) and a Master of Business Administration from Southwest Baptist University (2009). He earned his Chartered Financial Consultant (ChFC) designation from The American College in 2021 and became a Certified Financial Planner in 2021. Craig married Katie in 2011, and they have two children, Elliott and Evalynn, plus their dog, Sugar. The family enjoys traveling off the beaten path, spending time at Table Rock Lake, and being outdoors together. Craig's personal interests include golfing, hunting, fishing, and playing guitar.
Email Address
cwright@thestrategicfinancial.com
Phone Number
(417) 823-3810
Office Location
3809 S Greystone Court Suite A Springfield, MO 65804
Fee Structure
- Initial Planning Fee: $2,000 – $5,000 (determined after initial meeting based on scope of work; pro-bono arrangements available for qualified clients)
- Ongoing Asset-Based Fee: Tiered fee starting at 1.25% and decreasing based on total assets under management. All household accounts grouped together to reach lower fee breakpoints.
- DIY Investment Option: Ongoing annual planning for a flat fee if you prefer to manage your own investments.
- What’s Included: Goal setting, building your initial plan, in-depth education, investment management, retirement planning, tax planning and optimization, estate planning, insurance planning, cash flow and budget analysis, gifting strategies, ongoing meetings and plan adjustments.
Geographic Service Area
Craig works with clients across multiple states and internationally.
Areas of Specialty
Simplifying Complexity for Both Spouses
Craig believes both partners should understand how their money works. He takes the time to ensure each spouse feels confident and informed about their financial plan.
Plans That Work Under Any Circumstance
Rather than creating plans that only work in ideal conditions, Craig stress-tests strategies against market volatility, life changes, and unexpected challenges.
Confidence and Clarity for Positive Action
Craig’s goal is to provide the clarity that allows clients to take confident, positive action toward their financial future without fear or uncertainty.
Ready to Get Started?
Schedule a free 30-minute consultation. No pressure, no obligation, just an opportunity to ask questions and see if we’re the right fit for your financial goals.