Financial advisor · Haltom City, TX · reviewed since 2021
iHow the Experts Score is calculatedEach factor is scored 0–100 on absolute terms (standing in the category can only raise it), then weighted; problems flagged in review highlights or a recent slide in ratings are subtracted:Satisfaction 59%97+56.9Reliability 26%93+24.3Value 15%100+15.2Experts Score= 96Not enough data for replies to reviews; its weight is shared by the others.Grade A: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews.96SCORE
AGradeiLetter from the Experts Score: A = 80+, B = 60–79, C = 40–59, D = 20–39, F = under 20.
#20 of 34 financial advisorsiPosition by Experts Score among all companies we track in this category. · better than 42%
5.0★★★★★157 Google reviews · 9 photos
99%five-star reviews
5.00★last 12 monthsiAverage stars on reviews from the last 12 months only.
1.3%1–2★ in 2 yearsiShare of 1–2★ reviews in the last 24 months — or the 20 newest reviews when the company had fewer than 20 in that time.
Strittmatter Wealth Management Group, LLC at a glance
Google reviewers rate Strittmatter Wealth Management Group 5 out of 5 stars based on 157 reviews. Clients frequently cite professional estate planning, retirement strategies, and portfolio management services. Recurring themes include knowledgeable guidance, personalized communication, and a friendly, accessible staff. The firm is noted for its fiduciary approach and detailed explanations of complex financial matters. No common criticisms appear in the provided excerpts, as all reviews are positive.
Google rating: 5.0 out of 5 from 157 reviews (99% five-star).
Reviews on this page: 157 Google reviews (141 with written comments, 3 with photos).
Owner responses: the business replied to 100% of reviews.
Most recent review: October 15, 2026.
Service: Financial Advisor serving Haltom City, Texas.
Data from Google, last updated October 25, 2026.
Score profile vs other financial advisors
Score per factor (100 = best)iEach factor is scored 0–100 on absolute terms (star average, share of 1–2★ reviews, price verdicts…); standing within the category can only raise it, never lower it.. Strongest: craft & service and value; weakest: reliability.
This companyFinancial Advisors median0 = centre, 100 = best
SatisfactioniSatisfaction · 54% of the scoreRecency-weighted star average (2-year half-life), shrunk toward the category mean by review volume; the company’s own lifetime average as the prior; absolute: 4.0★ = 0, 5★ = 100.Strittmatter Wealth Management Group, LLC: 97/100 on this factor. Category median: 97.A
97
ReliabilityiReliability · 24% of the scoreHow rarely jobs go badly: share of 1–2★ reviews — 60% the last 24 months (or the 20 newest if fewer), 40% all-time; 0% = 100, 15%+ = 0; the category percentile can only raise it.Strittmatter Wealth Management Group, LLC: 93/100 on this factor. Category median: 98.A
93
Craft & serviceiCraft & service · penalty only, up to −10 pointsGoogle review highlights: Quality, Professionalism, Responsiveness, Punctuality — how rarely reviewers flag them as a negative, per review since highlights began; 0% = 100, 5%+ = 0. Subtracted from the score (up to −10), never averaged in — clean highlights are the norm, not a bonus.Strittmatter Wealth Management Group, LLC: 100/100 on this factor. Category median: 100.A
100
ValueiValue · 14% of the scoreCustomers’ own price verdicts (Great / Reasonable vs Overpriced) and Value highlights; 65% absolute (all “reasonable” ≈ 80, “great” = 100), the category percentile can only raise it.Strittmatter Wealth Management Group, LLC: 100/100 on this factor. Category median: 100.A
100
MomentumiMomentum · penalty only, up to −10 pointsPenalises only a real slide: last-12-month average below lifetime (−0.5★ = 0). Still 4.8★+ over the last year, or steady/improving = 100. Subtracted from the score (up to −10), never averaged in.Strittmatter Wealth Management Group, LLC: 100/100 on this factor. Category median: 100.A
100
Replies to reviewsiReplies to reviews · 7% of the scoreHow often the owner publicly replies to reviews under 5★ (1–4★). Needs 3+ such reviews, otherwise not counted; 65% absolute (80%+ replied = 100), the category percentile can only raise it.Not enough reviews for this factor yet. Category median: 74.–
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Bar = this company · dark tick = category median.
Star ratings
157 Google reviews we collected
5.0of 5
5 stars15699%
4 stars00%
3 stars00%
2 stars00%
1 star11%
Praise vs complaints
Phrases our text analysis found in 141 written reviews
100%praise
Praise203100%
Complaints10%
Topic share
How often each topic comes up in the written reviews
7topics
Staff & attitude8542%
Would recommend4120%
Honesty & trust2512%
Quality & results2010%
Speed & response178%
Communication157%
Price & value10%
What customers talk about
We read 141 written reviews and marked every phrase about these topics. The same colors are highlighted in the reviews.
“They made the process smooth and enjoyable, and we truly appreciate their professionalism and guidance.”
“We highly recommend SWMG to anyone looking for financial and/or estate planning services!”
“Not only does the staff up front make you feel special.”
“Strittmatter WMG has been our financial advisor and investors for years, and provided thorough customized personal advice .”
“time we call the phone is answered by a knowledgeable person who can immediately help us resolve whatever questions we have and leave us feeling valu…”
“The past several years Kelly has been our financial advisor and has done a great job of communicating with us.”
“In one way he did in another I was extremely over-diversified and was paying more in fees than they led on.”
People customers mention
Josh12 reviews
Kelly10 reviews
Buchfink5 reviews
praise complaint · found by our text analysis, Google review wording unchanged.
Recent reviews
Didier2 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · a week ago★★★★★
My wife and I worked with Strittmatter Wealth Management Group (SWMG) to create our estate plan after attending their seminar in April, and we couldn’t be more pleased with the experience. Our advisor, Kelly Buchfink, and the entire team have been fabulous to work with. They made the process smooth and enjoyable,…
KaronLocal Guide · 80 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 3 weeks ago★★★★★
We are loving our relationship with Strittmatter Wealth Management Group. We always feel comfortable and heard. Our advisor is extremely knowledgeable and client focused!
Terry and Karon Jones
Susan4 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · a month ago★★★★★
My husband and I went through several financial advisors prior to landing with Josh Strittmatter. He left the firm at which we met him and started his own business. We of course, transitioned with him. It is wonderful to have our investments with a firm that is knowledgeable, professional, and treats us as they…
Evan8 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · a month ago★★★★★
I was referred to Strittmatter from a friend and I’m really glad I was. Stewart was extremely helpful in providing knowledgeable insight for future planning.
Would highly recommend getting partnered with one of there associates.
Rich10 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 2 months ago★★★★★
Entering year 2 with SWMG after moving on from another wealth advisor. Smooth transition. Extremely detailed and professional organization. Delighted with my interactions with the SWMG team to date.
Dolores5 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 2 months ago★★★★★
I have been a client for SWMG for years . I normally do most of my meetings on Zoom but I had the opportunity to come into the office. Yesterday . Not only does the staff up front make you feel special. I’m so happy that my husband before he died made the decision on SWMG taking care of our finances . They are…
My wife and I worked with Strittmatter Wealth Management Group (SWMG) to create our estate plan after attending their seminar in April, and we couldn’t be more pleased with the experience. Our advisor, Kelly Buchfink, and the entire team have been fabulous to work with. They made the process smooth and enjoyable, and we truly appreciate their professionalism and guidance. We highly recommend SWMG to anyone looking for financial and/or estate planning services!
Response from the owner · a week ago
Hi Didier , Thank you for taking the time to provide us with a review of your experience. I am pleased to hear that our team made your experience pleasant and we look forward to seeing you again soon!
Karon JonesLocal Guide · 80 reviewsiTotal number of Google reviews Karon has written across all businesses on Google Maps, not just this one.
We are loving our relationship with Strittmatter Wealth Management Group. We always feel comfortable and heard. Our advisor is extremely knowledgeable and client focused!
Terry and Karon Jones
Response from the owner · 3 weeks ago
Hi Karon , Thank you for taking the time to provide us with a review of your experience. I am pleased to hear that our team made your experience pleasant and we look forward to seeing you again soon!
Susan Heath4 reviewsiTotal number of Google reviews Susan has written across all businesses on Google Maps, not just this one.
My husband and I went through several financial advisors prior to landing with Josh Strittmatter. He left the firm at which we met him and started his own business. We of course, transitioned with him. It is wonderful to have our investments with a firm that is knowledgeable, professional, and treats us as they would treat their own family. Our investments remain as secure the day we put them with Strittmatter as they are now. The personalized service they deliver provides us all the information we need to make good decisions.
Response from the owner · a month ago
Hi Susan , Thank you for taking the time to provide us with a review of your experience. I am pleased to hear that our team made your experience pleasant and we look forward to seeing you again soon!
Evan Serynek8 reviewsiTotal number of Google reviews Evan has written across all businesses on Google Maps, not just this one.
I was referred to Strittmatter from a friend and I’m really glad I was. Stewart was extremely helpful in providing knowledgeable insight for future planning.
Would highly recommend getting partnered with one of there associates.
Response from the owner · a month ago
Hi Evan , Thank you for taking the time to provide us with a review of your experience. I am pleased to hear that our team made your experience pleasant and we look forward to seeing you again soon!
Rich Peterson10 reviewsiTotal number of Google reviews Rich has written across all businesses on Google Maps, not just this one.
Entering year 2 with SWMG after moving on from another wealth advisor. Smooth transition. Extremely detailed and professional organization. Delighted with my interactions with the SWMG team to date.
Response from the owner · 2 months ago
Hi Rich , Thank you for taking the time to provide us with a review of your experience. I am pleased to hear that our team made your experience pleasant and we look forward to seeing you again soon!
Dolores Cruz5 reviewsiTotal number of Google reviews Dolores has written across all businesses on Google Maps, not just this one.
I have been a client for SWMG for years . I normally do most of my meetings on Zoom but I had the opportunity to come into the office. Yesterday . Not only does the staff up front make you feel special. I’m so happy that my husband before he died made the decision on SWMG taking care of our finances . They are professional, knowledgeable and a friendly staff.
Dolores Cruz
Response from the owner · 2 months ago
Hi Dolores , Thank you for taking the time to provide us with a review of your experience. I am pleased to hear that our team made your experience pleasant and we look forward to seeing you again soon!
Marlon/Jeremy Cozart6 reviewsiTotal number of Google reviews Marlon/Jeremy has written across all businesses on Google Maps, not just this one.
I have always been skeptical of money managers and my money.
It takes a lot to earn my trust.
It takes a lot for me to believe with conviction.
They checked all my boxes.
I believe in the Strittmatter Wealth Management Group.
Response from the owner · 3 months ago
Hi Marlon/Jeremy , Thank you for taking the time to provide us with a review of your experience. I am pleased to hear that our team made your experience pleasant and we look forward to seeing you again soon!
Matthew Edghill10 reviewsiTotal number of Google reviews Matthew has written across all businesses on Google Maps, not just this one.
Another great financial planning review with the SWMG team! Absolutely first class experience, performance, and explanations. Even better folks to work with! Very knowledgeable across multiple disciplines, with guidance and other professional contacts for specialty needs like Medicare/Medigap.
Response from the owner · 2 years ago
Hi Matthew , Thank you for taking the time to provide us with a review of your experience. I am pleased to hear that our team made your experience pleasant and we look forward to seeing you again soon!
Doug Dillehay3 reviewsiTotal number of Google reviews Doug has written across all businesses on Google Maps, not just this one.
Strittmatter Wealth Management- not investments...wealth management. Professional, friendly and charming people that they intelligent investment of resources generate lifestyle returns to support the needs, wants and desires I want.
Response from the owner · 2 years ago
Hi Doug , Thank you for taking the time to provide us with a review of your experience. I am pleased to hear that our team made your experience pleasant and we look forward to seeing you again soon!
John SpinksLocal Guide · 12 reviewsiTotal number of Google reviews John has written across all businesses on Google Maps, not just this one.
SWMG and specifically our advisor, Kelly Buchfink, take a highly complex task and guided us through the process. We had put Estate planning off for years because of fear to undertake the task. SWMG processes have made all of the preparation very easy and understandable. Would highly recommended SWMG for your Estate Planning.
Response from the owner · 4 months ago
Hi John , Thank you for taking the time to provide us with a review of your experience. I am pleased to hear that our team made your experience pleasant and we look forward to seeing you again soon!
