Welcome to Strategic Financial Group, a team of trusted financial advisers near Albertville, MN. We are dedicated to helping individuals and families in the local community achieve their financial goals and build a secure financial future. Our team of experienced and knowledgeable financial advisers is here to provide you with the guidance and support you need to make informed financial decisions.

At Strategic Financial Group we understand that everyone’s financial needs are unique. That’s why we offer personalized financial planning and investment management services to help you reach your specific financial objectives. Whether you’re looking to save for retirement, plan for a child’s education, or simply grow your wealth, we are here to help you near Albertville.

Our services include:


We help you plan for the future by creating a retirement plan that takes into account your current and future income, assets, expenses adjusted for inflation and healthcare, financial situation, risk tolerance, and long-term goals.

Investment Management

Our team of experienced investment professionals will help you build a diversified portfolio of investments designed to meet your risk tolerance and financial goals.


We help you minimize your tax liability and maximize your wealth by providing tax planning strategies that take advantage of the latest tax laws and regulations.


We help you plan for the future by providing recommendations from an estate planning perspective that includes a will, trusts, and other estate planning tools to protect your assets and provide for your loved ones.

We are committed to providing our clients with the highest level of customer service. Our financial advisers are available to answer questions you may have and provide ongoing support to help you achieve your financial goals.

If you’re looking for a financial advisor near Albertville, MN who is committed to helping you achieve your financial goals, contact Strategic Financial Group today. We would be honored to work with you.

Our Commitment to You

Personalized Financial Roadmap

The team at Strategic Financial Group uses cutting edge investment management and financial planning technology tools to help determine the best roadmap for your financial success. Our team will walk you through a 5-step process to create a comprehensive, flexible, and holistic plan designed just for you.


YOU are the reason we exist. As Investment Adviser Fiduciaries, we focus on a client-first approach to financial planning and investment management. As Fiduciaries, we must always act in the best interest of our clients. Strategic Financial Group provides highly customized wealth management solutions with an unparalleled level of care, commitment, transparency, and personalized service.

Keep it Simple

Our goal at Strategic Financial Group is to help you understand your financial “snapshot” without confusing you with complex financial jargon. Our team will strive to create a relaxed experience as we work with you to design your customized financial plan.

5 Step Planning Process

During your first visit, our team wants to get to know you and understand your goals and aspirations. In turn, we want to share our investment philosophy and planning process with you.

Our team analyzes the information gathered in the Discovery meeting and prepares a plan proposal with specific recommendations based on your current and long-term objectives.

Together, we will customize a comprehensive plan that will help you accomplish your goals and objectives.

We will work closely with you to implement the specific strategies recommended in your action plan. Your plan will evolve as your needs change over time.

Our team will schedule regular reviews with you to evaluate your progress and make necessary adjustments.

About Albertville

Located about ½ mile northwest of what is now known as Albertville was a town site called “Hamburg”. It was named and platted as such, in 1881, by Joseph and Josephine Vetsch. On August 23 of the same year, the Minneapolis and Northwestern Railroad Company paid Joseph Vetsch $125 for a strip of land, 100 feet wide that ran through his property. There, railroad tracks were laid in the summer of 1881, and extended to the Clearwater area. By 1882, more tracks were laid, which connected them to the St. Cloud vicinity, as well.

John Zachman was at that time a prominent businessman in nearby St. Michael. He owned the land from the present Albertville Main Avenue NE, all the way over to County Road 19. John’s youngest brother Albert, was the only family member with a college education, and hence, was hired by John as a bookkeeper. In return for his services, he was given the land where Albertville now lies. The Zachman’s were very church-oriented people, and thus when Albert received the deed to the property; it was with the stipulation that some of the land would be donated for a church site. In 1902, the village of St. Michael’s Station (as Albertville was originally called) came into existence and within, the promise of a Catholic Church in the near future.

A petition to incorporate the township was presented by J.P. Eull, Anthony Vetsch and Theodore Adyt on June 17, 1902. The village population was already 190 people at that time.Their first council meeting was held in the office of P.F. Hecklemann (the Justice of the Peace) on September 8, 1902, at which time they elected the town officials. A few days later (September 24) another meeting was called, for the purpose of adopting the ordinances and bylaws for St. Michael’s Station. It was also decided by the council that all males between the ages of 20 and 50 years of age would contribute one day’s labor – working on the village streets.

On March 10, 1903, the first town election was held. It was determined by a vote of 20-18 to construct a village hall, with the total cost of lumber and labor being $531.95. Meanwhile, money-raising efforts were underway for the building of the Catholic Church. By late 1903, sufficient funds had been procured to build the basement. Father Blum conducted the first Mass in that structure on December 25, 1903, making it a particularly joyous Christmas for the town residents. The completed church building featured a wood frame with a brick veneer. Among those instrumental in the construction of the building were Phil Schirmers, Ed Tiernan and Mike Haas. They also made their own bricks used in the church. The church was named the “Church of St. Albert”, in honor of Albert Zachman (who as earlier stated, had donated the land). Previous to the erection of the church building, Mass was said by Father Blum in Pete Eull’s shed.

In April 1906, oil lamps were installed along village streets. At first, the responsibility of lighting lamps was given to the resident living nearest to the lamp. Later, two men were hired to fulfill that duty. Another addition to the town was the construction of a baseball field in June 1907. This was a community effort with the residents again being asked to donate one day’s labor towards the project. The decision to build a village jail (a $175 expenditure) was made in 1908. The jailhouse was built of brick, and measured 16’ x 16’ x 8’ high.

In 1909, Father Duhr proposed changing the name of the village to “Albertville” (again in honor of Albert Zachman). His suggestion met with high approval and enthusiasm from the local residents. Within a year’s time the name Albertville appeared exclusively in the village council meeting minutes. However, it wasn’t until September 24, 1919, that legal documents were filed, making the name-change official.

Advisory services are offered through Royal Fund Management, LLC, which is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals, and economic conditions may materially alter the performance of your portfolio. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client’s investment portfolio. There are no assurances that a client’s portfolio will match or outperform any particular benchmark. Insurance product guarantees are subject to the claims-paying ability of the issuing company. The adviser is paid commissions on the sale of insurance products. 

Tax and/or legal information provided is general in nature and is subject to change. Always consult an attorney or tax professional regarding your specific legal or tax situation.