About Us
Looking At Your Entire Financial Picture
Whatever your circumstances look like, we consider your entire financial picture when creating your personalized plan. Each recommendation we offer you is designed to help you live your desired lifestyle and achieve the retirement of your dreams.
Building Foundations of Care and Trust
Most of our clients start off as referrals. We take the trust of your loved ones seriously and work every day to both maintain that trust and build it with new clients. At Sides Financial Strategies, we are honored to be your partner in every life stage.
Communicating Clearly Every Step of the Way
We want you to know upfront what you can expect from working with us. Our fee-based model lets you know what you’ll pay before you start working with us. From the beginning of the planning process onwards, you can expect transparency at every step.
Core Values: Foundations Built on Family
Your goals are at the center of everything we do. As such, we nurture these values and live them every day to help you pursue what matters most.
Become A Part of Our Family
Sides Financial Strategies is a family-founded firm, and we believe that with each new client, the family grows a little larger. When you walk into our office, you will be welcomed with an environment of genuine care and dedication to your goals.
Want to Know Your Risk Number?
A 5-minute questionnaire covers topics such as portfolio size and top financial goals, while showing real dollar amounts of how much you are willing to risk for potential gains. Once complete, you will have a personalized Risk Number®. It’s fast, free, and displays your number instantly.
Our History
Sides Financial Strategies was founded by John “Brownie” and Nancy Sides. For decades, they worked hand in hand in the day-to-day operation of their business. Their vision has always been to give better than exceptional service and to show up with love and dedication for every client. As the Sides Financial Strategies family continues to grow, this vision lives on, because of and in memory of Brownie.
About Cetera/Pershing


Who We Work With
At Sides Financial Strategies, we work with individuals and families as they pursue their goals in every life stage.
Our Approach
We approach your financial plan with the care and attention of family, putting in work to help you pursue your goals.
Our Team
The Sides Financial Strategies team will care for you like family as we guide you toward your ideal lifestyle.