On3 Strategies is an 𝗲𝘅𝗲𝗰𝘂𝘁𝗶𝘃𝗲 𝗰𝗼𝗮𝗰𝗵𝗶𝗻𝗴 𝗮𝗻𝗱 𝗰𝗼𝗻𝘀𝘂𝗹𝘁𝗶𝗻𝗴 𝗳𝗶𝗿𝗺 with 20+ years of experience helping financial professionals and small business owners turn big goals into clear, repeatable execution.

Our approach is built around 𝘁𝗵𝗲 𝗢𝗻𝟯 𝗘𝗾𝘂𝗮𝘁𝗶𝗼𝗻, four components that work together to drive healthy, scalable growth:

  • Marketing drives demand
  • Client Service Models determine capacity
  • Wealth Tech (CRM) provides visibility and control
  • Coaching & Consulting aligns decisions and execution

When one component is off, growth gets messy. When all four are calibrated together, you get clarity, leverage, and momentum.

We help owners make smart decisions through the big inflection points, scaling for growth, building the right team, tightening operations, modernizing tech, and navigating succession, acquisitions, and transitions.

𝗧𝗿𝘂𝘀𝘁 𝘁𝗵𝗲 𝗰𝗼𝗮𝗰𝗵. 𝗚𝗿𝗼𝘄 𝘁𝗵𝗲 𝗽𝗿𝗮𝗰𝘁𝗶𝗰𝗲. 𝗣𝗹𝗮𝘆 𝘁𝗼 𝘄𝗶𝗻. 𝗢𝗻𝟯.

On3 Strategies

Erik Sauer

This department oversees strategic decision-making and organizational vision.

On3 Strategies

Org chart

Teams

Executive Leadership

Offices

On3 Strategies

Org chart

Teams

Executive Leadership

Offices

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